Andrea Pfeffer
Vice President, Wealth Management,
Financial Advisor,
Senior Vice President, Wealth Management,
Financial Advisor,
International Client Advisor
Direct:
(305) 937-6898(305) 937-6898
My Story and Services
Andrea joined Morgan Stanley Wealth Management in 2015 from HSBC Private Bank in Miami. Before that, she was at Lloyds Bank, always practicing Wealth Management and Investments. Andrea holds a B.S. in Industrial Engineering from Universidad de Los Andes in Bogotá Colombia and a Master in Finance from Florida International University. She works closely with clients to analyze their overall asset allocation and structure integrated and customized investment solutions that meet their current and long-term goals.
Andrea joined the PENTA Group in 2018, when they decided to join forces to better delivery to clients and help them navigate the complexities of wealth and the changes of circumstance that occur in their business and personal lives. Together, they deliver the vast capabilities of the Firm to their clients in a highly customized manner.
In 2023 and 2024 Andrea was named to Forbes Magazine’s list of “Top Women Advisors Best-In-State”. In 2018, 2019 and 2022 Andrea was named to Forbes Magazine’s list of “Top Next-Gen Wealth Advisors and in 2018, 2019 and 2020 was named to Working Mother Magazine's List of “Top Wealth Advisor Moms”
In 2024 The PENTA group was named to Forbes Magazine’s list of “Best-In-State Wealth Management Teams”
Andrea has also held many leadership roles for the Jewish Federation in Miami, JWRP Momentum and JEM Miami “Jewish Experience for mothers in Miami”. She resides in Aventura, Florida with her husband, Roy and their children Anat, Maya and Ghila.
2023 and 2024 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2023 and 2024 ). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
2018, 2019 and 2022 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2018, 2019 and 2022). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2018, 2019 and 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded October 2018, 2019 and 2020). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was given.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period 3/31/22-3/31/23.
Andrea joined the PENTA Group in 2018, when they decided to join forces to better delivery to clients and help them navigate the complexities of wealth and the changes of circumstance that occur in their business and personal lives. Together, they deliver the vast capabilities of the Firm to their clients in a highly customized manner.
In 2023 and 2024 Andrea was named to Forbes Magazine’s list of “Top Women Advisors Best-In-State”. In 2018, 2019 and 2022 Andrea was named to Forbes Magazine’s list of “Top Next-Gen Wealth Advisors and in 2018, 2019 and 2020 was named to Working Mother Magazine's List of “Top Wealth Advisor Moms”
In 2024 The PENTA group was named to Forbes Magazine’s list of “Best-In-State Wealth Management Teams”
Andrea has also held many leadership roles for the Jewish Federation in Miami, JWRP Momentum and JEM Miami “Jewish Experience for mothers in Miami”. She resides in Aventura, Florida with her husband, Roy and their children Anat, Maya and Ghila.
2023 and 2024 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2023 and 2024 ). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
2018, 2019 and 2022 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2018, 2019 and 2022). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2018, 2019 and 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded October 2018, 2019 and 2020). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was given.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period 3/31/22-3/31/23.
Securities Agent: NV, AZ, CT, FL, WY, VI, SC, DE, DC, NC, MI, OK, MA, GA, VA, OH, MD, TX, PA, CA, SD, NY, CO, PR, LA, IL, NJ; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
20807 Biscayne Blvd
4th Fl
Aventura, FL 33180
US
Direct:
(305) 937-6898(305) 937-6898
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Andrea Pfeffer today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
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The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
