Our Story and Services

Founded by Huston Lorenzo and Motaz Ashri, our group has been dedicated to serving high-net-worth individuals, families, businesses, and institutions across a multitude of industries including tech, sports and entertainment, and healthcare. Today, we are a team of three, each bringing diverse backgrounds and experiences to the table, united by one mission: to help our clients achieve their goals and realize their vision for the future. We do this by providing exceptional service and support across every aspect of their finances. As seasoned portfolio managers and financial advisors, we design comprehensive wealth management strategies that are curated to our clients' goals and legacies, and their desires for the well-being of their families and communities.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

A FINANCIAL PLAN MADE FOR YOU

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Our wealth management process starts with you - your investment objectives and financial goals. Taking a holistic approach, we consider all aspects of your financial life, from investments to cash management, ensuring everything aligns with your wealth management plan.

Using a range of tools, including goal-specific analysis, we'll collaborate to develop a realistic strategy that integrates all facets of your finances. Below, you'll find resources that introduce some of the key tools we use. Click to explore topics that directly impact your wealth.

LifeView - Intelligent Planning

LifeView is a suite of planning tools that includes goal-specific analysis that we can use with our clients to create a realistic, integrated strategy that incorporates the various aspects of an individual's financial life, including investments and cash management needs.

LifeView Client Profile Form
Strategy - Intelligent Withdrawals

Building wealth is a means to an end. Taxes can eat up a significant portion of your assets upon withdrawal. This is why it's vital to look at your entire portfolio and coordinate liquidation to help reduce the impact of taxes and potentially improve investment results.

View Tax-Aware Strategies Here
Morgan Stanley Family Office

When it comes to providing institutional-level support for your family office, scale matters. Our offering aims to bring together specialized investment services and operational support to enhance your life and legacy.

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MEDIA AND RESEARCH

At Morgan Stanley, we aim to simplify complex financial concepts, ensuring our clients fully understand the strategies being implemented to secure their financial future. We believe in empowering our clients with the resources they need to stay informed about the latest market trends, outlooks, and insights. The links below offer in-depth analysis on key topics currently shaping the finance and business landscape.

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    2025 M&A Outlook: 4 Trends Driving an Anticipated Rebound

    A favorable regulatory environment and almost $3 trillion in uncommitted capital are among key factors that could lead to a comeback for mergers and acquisitions.

    Learn More
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    Empowering the Next Generation of Philanthropists

    Millennials and Gen Z are bringing new energy to the future of giving and civic engagement.

    Learn More
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    Larry Fitzgerald Jr. Talks Philanthropy, Investing and Leadership After the NFL

    The renowned NFL wide receiver shares insights on aligning your investments with your values.

    Learn More
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    Why Integrating Technology is Critical for Successful Family Offices

    A centralized system can optimize procedures, inform decisions and enhance security to drive operating leverage and scale.

    Learn More
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    Private Wealth Management Ideas & Insights

    Gain fresh perspective on the complex investing, wealth planning, family governance and lifestyle issues that impact your life and legacy.

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    Protecting Your Estate From Future Transfer Taxes

    The lifetime federal estate and gift tax exemption could be halved in 2026. Should you take action before then?

    Learn More
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    Key Indicators of How Far Markets Could Rebound

    Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses investors' outlook following last week's Fed meeting, and lists the key signals to gauge whether stocks can fully rebound from the recent correction.

    Listen Here
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    Unlocking the Housing Market

    A decline in mortgage rates could help boost home sales, with potential positive effects on the economy overall.

    Learn More
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    6 Opportunities in Alternative Strategies

    In today's dynamic economic environment, strategies that worked before may not be effective. Alternative investments could play a valuable role in your portfolio.

    Learn More

Digital Tools

Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Here are a few of the technologies we have to offer our clients.

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    Online Security Center

    At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.

    Learn More About Online Security
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    eAuthorizations

    With eAuthorizations, you can electronically authorize domestic and international, one-time/recurring transactions trhough Morgan Stanley Online and the Morgan Stanley Mobile App within minutes.

    Enroll In eAuthorizations
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    eDelivery

    eDelivery provides you with the ability to view statements and other firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.

    Enroll in eDelivery
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    Total Wealth View

    Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.

    Learn More About Total Wealth View
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    Digital Vault

    Digital Vault, available on Morgan Stanley Online and the Mobile App, allows you to build a centralized document library where files are stored using encryption.

    Learn More About Digital Vault

Location

200 S Biscayne Blvd
Ste 1100
Miami, FL 33131
US
Direct:
(305) 376-8564(305) 376-8564

Meet Ashri Lorenzo Group

About Motaz Ashri

As a Co-Founder of this group and International Client Advisor within Morgan Stanley Wealth Management in Miami, he focuses on fostering trust and building long-term relationships with his clients to help them navigate the complexities of managing their wealth and protecting it for generations to come. Known for his exceptional discipline, problem-solving mindset, and unique blend of experiences across military, government, and finance. Born in Saudi Arabia but raised in Egypt, his diverse cultural background has shaped his global perspective and ability to connect with clients both domestic and international.

After obtaining his bachelor's degree in Cyber Security Engineering from The American University in Cairo, his sense of duty led him to serve as an Egyptian Navy Seal. The training was grueling, and only the most determined individuals made the cut. The experience shaped him both physically and mentally teaching discipline, teamwork, and resilience under pressure. His time with the Egyptian Navy was a defining period that instilled a strong sense of commitment to protecting and serving others.

Following his military service, his career took another significant turn when he was called upon to work with the Egyptian Prime Minister's office. He played a crucial role in building the country's first Computer Emergency Response Team (CERT), a government-backed initiative designed to safeguard Egypt's critical infrastructure from cyberattacks. His work in cybersecurity not only protected sensitive data but also laid the groundwork for a national effort to defend against increasingly sophisticated digital threats.

In 2010, he moved to the United States to pursue new opportunities, drawn to the world of wealth management, he sought a business that would allow him to leverage strategic thinking to guide families with their wealth. This starts with listening deeply and having thoughtful conversations to clarify life goals and priorities for each family. He has built his knowledge and experience starting with his Certified Exit Planning Advisor Certification CEPA®. His discipline, strong work ethics and commitment to excellence have enabled him to guide his clients and their families with all facets of managing their wealth and protect it for generations to come, backed by the global resources, strength and stability of Morgan Stanley, a world leader in wealth management.

Fluent in Arabic & English and with a profound appreciation for diverse culture, he excels in working with both domestic and international families, offering both financial expertise and a level of trust that come from his multifaceted background. His ability to connect with people on a personal level while offering clear, effective financial guidance has made him a valuable asset to his clients, delivering a superior service they deserve in handling their financial affairs.

'Giving back' is one of his core values that was rooted in him, especially in his community. He volunteers as a life coach and mentor to the next generation through multiple organizations both public and private for a better tomorrow and a better world.

Outside of his professional life, he is an accomplished competitive scuba diver, swimmer, and a fitness enthusiast because he is a big believer of "A sound mind thrives within a healthy body".
Securities Agent: DE, VA, PA, MA, GA, WA, TX, NH, IL, CT, CO, RI, TN, NY, AZ, DC, MI, CA, IN, FL, AL, OH, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 2686576

About Huston Lorenzo

Huston is a dedicated financial advisor and Vice President at Morgan Stanley in Miami, where he helps both domestic and international clients navigate the complexities of wealth management. A first-generation American, Huston's multicultural background - fluent in English and Spanish - has given him a unique ability to connect with clients from diverse walks of life.

Before transitioning into the world of finance, Huston was a standout player on the Penn State baseball team, where he developed a passion for teamwork, discipline, and competition. While baseball shaped his early years, Huston's true calling was always in the business of wealth management. Huston was playing in a casual, random wooden bat baseball league when fate threw him a curveball - one of the players was actually a scout. After watching Huston's performance, the scout offered him a chance to play professionally in Albuquerque, New Mexico. However, Huston, despite the tempting opportunity, turned it down. He recognized that his real passion lay in building lasting, meaningful relationships and helping clients achieve their financial goals, rather than on the diamond.

Huston's career began at Bacardi, where he worked in corporate finance for 4.5 years, gaining a strong foundation in financial operations. He then shifted gears to wealth management, starting at Fidelity, where he spent 4 years honing his expertise in personal finance. Seeking more complex financial opportunities, Huston transitioned into investment banking, specializing in product origination and selling structured products at AXIO for two years. His next move was into private wealth advisory, first at Snowden Lane Partners then BNY Mellon, before transferring to Morgan Stanley, where he continues to build on his extensive experience in managing high-net-worth clients.

Huston's commitment to client success is built on the same values he honed as an athlete: persistence, dedication, and a deep understanding of the importance of collaboration. Today, he uses these principles to guide his clients toward sounds financial decisions and long-term prosperity.

Outside of his professional life, Huston is deeply committed to his wife, Cassandra, his son, Greyson and the community in which he enjoys connecting with people across cultures. His diverse background and experiences make him a trusted advisor who offers a personalized, comprehensive approach to wealth management.
Securities Agent: OH, CO, AZ, VA, GA, DE, CT, NY, AL, TX, MA, WA, MI, CA, VT, TN, NH, NC, FL, PA, RI, OR, IN; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 2684645

About Giovanni Gorgatti

Giovanni Gorgatti is a highly capable Client Service Associate on the team, known for his intelligence and linguistic versatility, fluent in Portuguese, Spanish, and English. He plays a crucial role in managing the day-to-day operations, from opening accounts to handling wire transfers and stepping in to execute trades whenever needed. Giovanni's attention to detail and strong communication skills ensure that the team runs smoothly, providing seamless service to clients. His ability to juggle various tasks efficiently makes him an invaluable asset to the team.
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
2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

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
Taking Control of Your Finances After Death of a Spouse
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Taking Control of Your Finances After Death of a Spouse

Financial planning after a divorce or death can be trying, but with the right approach and the right advice you can turn a difficult situation into empowerment.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Donor Advised Funds: A Smart Way to Manage Your Giving

There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact Ashri Lorenzo Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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2Morgan 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.

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3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

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4Morgan 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 and other legal matters.

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5Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.

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6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

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7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

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8Alternative 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.

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9Morgan 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.

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10When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.

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11Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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.

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12Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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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.

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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)