My Story and Services

For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked and determine how we can help you adjust your investment strategy to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.

Biography:
A life of experience and hard work shape my expertise.

I have been a registered Financial Advisor since 2002, and I have been at Morgan Stanley since July of 2011.

Education
Florida State University
Florida Atlantic University, B.A. Finance
Broward Community College, A.A. Business

Distinctions
Chartered Retirement Planning CounselorSM (CRPC®)
Chartered Retirement Plans SpecialistSM (CRPS®)
Portfolio Manager
Estate Planning Consultant
Investment Consultant
Top 10 Growth Advisor
Community Involvement
March of Dimes
Children Home Society
American Heart Association
Ft. Lauderdale Historical Society
Securities Agent: FL, WI, VA, TX, TN, OH, NY, NJ, NC, IN, IL, CT, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 1282825
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
  • I believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. I follow a disciplined process that enables us to work with you to craft a solution that helps to meet your individual financial needs:

    - Develop a thorough understanding of your financial goals and objectives
    - Review and analyze your current financial situation
    - Identify and tailor solutions that can help you meet your individual needs
    - Implement your customized strategy, including personalized services and benefits
    - Review your strategy, meeting periodically to discuss your goals and needs
  • Whatever your financial goal—whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:

    - Personal:
    Highly individualized and committed to helping you achieve
    financial success

    - Flexible:
    Responsive to changes in your life and in your priorities
    over
    time

    - Comprehensive:
    Covering a broad array of investment products and services,
    with preferred benefits tied to your valued status with us
Through Morgan Stanley, my clients have access to a broad range of financial solutions. These solutions may include both the firm's product and service offerings, as well as those from third-party providers like insurance companies and mutual fund families. As your Financial Advisor, I will work with you to identify appropriate investments that are specific to your individual needs and circumstances. Please contact me to learn more about my areas of focus.
  • Corporate and Business Solutions
    For sole proprietors, business owners and corporations--including their employees and key executives--we can provide access to a variety of retirement plans, corporate equity solutions, and business banking services to meet the needs of your organization.

    - 401(k) Plans
    - SEP, SIMPLE and SAR-SEP Plans
    - Stock Plan Services
    - Business Cash Management and Lending
    - Nonqualified Deferred Compensation Plans
    - Profit Sharing and Money Purchase Plans
  • Investments, Cash Management and Lending
    I offer an array of solutions for both your near-term priorities and long-term objectives.

    - 529 Plans
    - Annuities
    - Business Cash Management Services
    - Cash Management Services
    - Credit and Lending Services
    - Equities
    - Fixed Income
    - Hedge Funds (for qualified investors)
    - IRAs
    - Managed Futures (for qualified investors)
    - Mutual Funds
    - Private Equity (for qualified investors)
    - Real Estate / Real Assets (for qualified investors)
    - Structured Investments
  • Personal Retirement Planning
    I can work with you to identify your individual retirement needs and create an action plan for achieving the retirement lifestyle you imagine.

    - Annuities
    - IRA Rollovers
  • Planning
    Careful planning can be crucial to nearly any financial goal. Whether you want to comfortably retire, save for your children or grandchildren's college, or maximize the legacy you can leave your heirs, I can assist you with reviewing your situation and help determine appropriate strategies. My planning services include:

    - Education Planning
    - Estate Planning
    - Financial Planning and Financial Goal Analysis
    - Life Insurance
    - Long Term Care Insurance
    - Retirement Planning

Client Service Team

  • Helen Ayala

Location

1200 S Pine Island Rd
Ste 800
Plantation, FL 33324
US
Direct:
(954) 476-4002(954) 476-4002
Toll-Free:
(800) 992-7248(800) 992-7248
Fax:
(954) 476-4000(954) 476-4000
Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

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
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

More from Morgan Stanley

Consolidate Your Cash at a Competitive Rate

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2.30% APY with Preferred Savings for New Money deposited through your eligible Morgan Stanley brokerage account. Contact me to learn more or click here. Terms apply.
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Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
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Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact Anthony Tortoriello today.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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