Monica Logroño
Portfolio Associate
Phone:
(305) 671-2025(305) 671-2025
Andres Echeverri
Senior Vice President, Wealth Management,
International Client Advisor,
Portfolio Manager,
Alternative Investments Director
Direct:
(305) 460-7821(305) 460-7821
Toll-Free:
(800) 637-4394(800) 637-4394
My Mission Statement
Our mission is to help international clients across Latin America and Europe achieve their financial goals through tailored advisory services and thoughtfully constructed investment portfolios. We also support family offices by delivering customized financial solutions and access to Morgan Stanley’s global resources and capabilities.
Our Story and Services
As an International Client Advisor at Morgan Stanley, Andres focuses on listening closely to clients and building long-term relationships with them and their families. His primary objective is to provide resources, strategies, and solutions designed to help preserve, distribute, and grow wealth.
The team manages wealth for clients around the world and invests capital while considering the global economic and geopolitical environment.
Portfolios are constructed around each client’s individual needs and objectives, with the goal of helping clients prepare for their financial futures. The team also emphasizes comprehensive technology platforms and access to global markets.
The team manages wealth for clients around the world and invests capital while considering the global economic and geopolitical environment.
Portfolios are constructed around each client’s individual needs and objectives, with the goal of helping clients prepare for their financial futures. The team also emphasizes comprehensive technology platforms and access to global markets.
Securities Agent: NC, DE, LA, PA, NY, NJ, KY, IA, FL, CA, WY, AZ, GA, VA, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 805717
NMLS#: 805717
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
INTERNATIONAL WEALTH MANAGEMENT
International Wealth Management is a specialized area within Morgan Stanley Wealth Management focused on the distinct financial needs of individuals, families, business owners, and executives with international connections. Our team works with clients whose financial lives may span multiple countries, markets, currencies, and generations.
A Global Perspective
Our practice serves clients with international financial interests, with a particular focus on relationships throughout Latin America, Europe and the United States. We understand that managing wealth across borders can introduce additional considerations and work with clients to help organize their financial lives around their individual circumstances and long-term objectives.
Business Owners and Executives
We work with business owners and corporate executives whose personal wealth may be closely connected to their businesses. Whether navigating business growth, concentrated wealth, a potential liquidity event, or other significant financial decisions, we help clients evaluate their broader financial picture and access the resources of Morgan Stanley.
Investing Across Global Markets
International clients may require an investment approach that considers multiple markets and a changing global environment. We work with clients to develop portfolios aligned with their objectives, risk tolerance, liquidity needs, and investment horizon while providing access to Morgan Stanley's global investment resources and capabilities.
Liquidity and Major Life Events
Major financial events can create new considerations for international families and business owners. We help clients evaluate their options around liquidity events, transitions of wealth, and other significant milestones while coordinating, when appropriate, with their independent tax and legal advisors.
A Relationship Built for the Long Term
Our approach begins with understanding each client's priorities, family, business interests, and long-term goals. As circumstances evolve, we work with clients and their families to help address changing needs across different stages of their financial lives.
English and Spanish Communication
Our team works with clients in both English and Spanish, allowing families to communicate in the language they are most comfortable using. We believe clear communication and an understanding of each client's circumstances are essential to building lasting relationships.
Overview
Alternative investments encompass a broad range of strategies and asset classes beyond traditional publicly traded stocks and bonds. As an Alternative Investments Director at Morgan Stanley, Andres Echeverri works with clients to help them understand the alternative investment landscape and the resources available through Morgan Stanley. These may include areas such as private equity, private credit, real estate, infrastructure, and other private market strategies as clients consider their broader financial objectives.
Understanding Alternative Investments
Alternative investments can differ significantly from traditional investments in their structure, liquidity, risk, return characteristics, and investment horizon. Understanding these differences is an important part of evaluating how alternatives may fit within a broader wealth management strategy.
Learn More
Accessing Private Markets
As private markets continue to evolve, investors are increasingly looking to understand the role alternative investments may play alongside traditional asset classes. Morgan Stanley provides research and educational resources covering developments across private markets and the broader alternatives landscape.
Learn More
Alternatives in Today’s Markets
As private markets continue to evolve, investors are increasingly looking to understand the role alternative investments may play alongside traditional asset classes. Morgan Stanley provides research and educational resources covering developments across private markets and the broader alternatives landscape.
Learn More
Private Equity
Private equity refers to investments in companies that are not publicly traded on a stock exchange. These investments span a wide range of industries and business stages and often involve long-term capital commitments. Private equity can provide insight into how companies are funded, developed, and positioned for future growth, making it an important segment of the broader private markets landscape.
Private Infrastructure
Infrastructure investments focus on the essential assets and systems that support economic activity and everyday life. These may include transportation networks, energy systems, utilities, communications infrastructure, and other critical facilities. As a distinct segment of the alternatives universe, infrastructure offers exposure to assets that play a key role in supporting long-term economic development and modernization.
The Alts Report
Hear perspectives from Morgan Stanley Wealth Management leaders, investment professionals, and fund managers as they discuss developments, trends, and themes across the alternative investments landscape.
Listen HereOverview
Our team works with athletes, entertainers, business leaders, and other accomplished individuals whose financial lives often involve unique circumstances and evolving priorities. Leveraging the global resources and intellectual capital of Morgan Stanley, we provide comprehensive wealth management guidance tailored to each client's personal and financial objectives. Our approach is designed to bring clarity and coordination across multiple aspects of wealth management while supporting long-term planning and financial organization.
From significant financial milestones and business ownership to complex wealth structures and legacy considerations, we help clients navigate important decisions with a focus on thoughtful planning and personalized service. As circumstances evolve over time, we remain committed to delivering guidance that aligns with our clients' goals, values, and broader financial picture.
Athletes, Entertainers & Executives
Our team works with athletes, entertainers, executives, and other high-profile individuals whose financial lives may involve unique opportunities and complexities. From accelerated careers and concentrated earning periods to business interests and multigenerational planning, we help clients organize their financial priorities and plan for the future.
Planning Beyond the Playing Career
Professional athletes often face compressed earning windows, evolving careers, and financial visibility at an early age. We help clients consider cash flow, long-term investing, business opportunities, and wealth planning while coordinating, when appropriate, with attorneys, accountants, agents, and other professional advisors.
Supporting Creative & Entrepreneurial Success
Entertainers, artists, producers, managers, executives, and other industry professionals may have variable income, business ventures, intellectual property, and other financial considerations. We help clients bring these areas together within a broader wealth management strategy designed to evolve alongside their careers and long-term goals.
Digital Resources
Morgan Stanley offers a range of digital tools and educational resources designed to help clients organize their financial lives, access important information, and stay informed. Explore the resources below to learn more.
Morgan Stanley Online
Morgan Stanley Online provides secure access to your accounts and financial information in one place. View account activity, access documents, transfer funds, explore market information, and connect with your Morgan Stanley team through an integrated digital experience.
Succession Planning For International Clients
Succession Planning for Non-Resident Aliens (NRAs) With US Citizen and Resident Descendants
Total Wealth View
Total Wealth View provides a broader view of your financial picture by allowing you to securely link eligible accounts held outside Morgan Stanley. Bringing this information together can help you and your advisory team better understand your assets, liabilities, cash flow, and overall financial position.
Cybersecurity Center
Learn about common cybersecurity threats and steps you can take to better protect your personal and financial information. The Cybersecurity Center provides educational resources, security practices, and information on emerging online risks.
Taxation of Non-Resident Aliens (NRAs)
The following is a general discussion of how U.S. federal income taxes and gift and estate taxes apply to NRAs.
Thoughts on the Market Podcast
Hear perspectives from Morgan Stanley economists, strategists, and market professionals on developments shaping markets and the global economy. Episodes cover timely topics and investment themes in a concise format.
Location
220 Alhambra Circle 10th
Fl
Coral Gables, FL 33134
US
Direct:
(305) 460-7821(305) 460-7821
Toll-Free:
(800) 637-4394(800) 637-4394
Fax:
(305) 448-5738(305) 448-5738
Meet My Team
Daniel Bermudez
Wealth Management Analyst
Phone:
(305) 476-3347(305) 476-3347
About Monica Logroño
With more than 20 years of experience in the financial services and private banking industry, Monica serves as an Portfolio Associate on Andres Echeverri's International Wealth Management team at Morgan Stanley Miami. Her extensive expertise includes account opening, international wire transfers, credit line management, and trade execution. As an integral member of the team, Monica brings valuable insight and plays a critical role in delivering operational excellence and ensuring a high level of client service.
About Daniel Bermudez
As an economist with a specialization in Finance and a concentration in Capital Markets from the University of Miami, Daniel has built a successful career as a business manager and entrepreneur in international e-commerce ventures. With expertise in business analytics, investment management, and trading, Daniel brings valuable experience to Andres Echeverri's International Wealth Management team at Morgan Stanley Miami. His focus includes portfolio management, research, and investment analysis, helping deliver exceptional service and support to clients.
Wealth Management
Global Investment Office
Portfolio Insights
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Iran Conflict: Seven Takeaways for Investors
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Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
Ready to start a conversation? Contact Andres Echeverri today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
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:
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
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:
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
