Beatrice E. Cueto
Managing Director, International Client Advisor, Family Wealth Director, Senior Portfolio Manager, Alternative Investments Director
Phone:
(305) 533-1709(305) 533-1709
Beatrice E Cueto
Managing Director,
International Client Advisor,
Family Wealth Director,
Senior Portfolio Manager,
Alternative Investments Director
Direct:
(305) 533-1709(305) 533-1709
My Mission Statement
We collaborate with you to design holistic, multigenerational wealth solutions that align with your unique goals and values.
Welcome
Nuestro objetivo es brindar servicios de asesoriamiento financiero y banca privada a Familias de Alto Patrimonio, Individuos e Instituciones ubicadas en América Latina. Ofrecemos gestión integral de patrimonios, utilizando inversiones globales y un modelo de servicios de alta calidad.
Services Include
- Wealth ManagementFootnote1
- Asset Management
- Business PlanningFootnote2
- Business Succession PlanningFootnote3
- Cash ManagementFootnote4
- Corporate BondsFootnote5
- Fixed IncomeFootnote6
- Institutional ServicesFootnote7
- Lending Products
- Professional Portfolio ManagementFootnote8
- Alternative InvestmentsFootnote9
- Structured ProductsFootnote10
Securities Agent: NC, NY, SD, PR, WY, CA, MO, CT, KY, MA, VA, NJ, MD, GA, FL, DE, DC, AR, PA, TX, MI; General Securities Representative; Investment Advisor Representative
NMLS#: 1813210
NMLS#: 1813210
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Experience
For over 35 years, I have advised Ultra High Net Worth clients, developing and implementing highly customized wealth management strategies. I am proud of the multi-generational relationships I have built with the families I serve, and am deeply committed to providing the extensive range of services they need to address their challenges and reach their goals.
Prior to joining Morgan Stanley in 2000, I spent 13 years as a Private Banker at both Chase Manhattan and Banker’s Trust. I have always had a Global focus, from my childhood in Washington, D.C. to my undergraduate studies at James Madison University to my MBA program at Thunderbird - The American Graduate School of International Management.
Prior to joining Morgan Stanley in 2000, I spent 13 years as a Private Banker at both Chase Manhattan and Banker’s Trust. I have always had a Global focus, from my childhood in Washington, D.C. to my undergraduate studies at James Madison University to my MBA program at Thunderbird - The American Graduate School of International Management.
Recognition
Barron’s Top 100 Women Financial Advisors
2020 and 2021 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 2020 and 2021). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
2020 and 2021 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 2020 and 2021). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
Location
200 S Biscayne Blvd
Ste 1100
Miami, FL 33131
US
Direct:
(305) 533-1709(305) 533-1709
Fax:
(305) 403-9029(305) 403-9029
Meet My Team
Nicolas A. Samperez
Financial Advisor Associate, Portfolio Manager
Phone:
(305) 347-6246(305) 347-6246
William J. Netterwald
Wealth Management Analyst
Phone:
(305) 376-8597(305) 376-8597
Yamila Hernandez Parra
Senior Registered Client Service Associate
Phone:
(305) 671-2023(305) 671-2023
Cesar A. Vera
Alternative Investments, Financial Advisor Associate
Phone:
(305) 376-8545(305) 376-8545
Diego Arredondo
International Client Service Associate
Phone:
(305) 376-8555(305) 376-8555
About Beatrice E. Cueto
Mi compromiso es proveer una gama de servicios diversa para ayudar a los clientes a cumplir sus objetivos de inversión y planificación. Antes de unirme a Morgan Stanley en el año 2000, trabajé como Banquera Privada en Chase Manhattan Bank - Nueva York y después en Banker’s Trust - Miami.
He tenido siempre un enfoque global. En mi juventud comencé en Washington D.C., después de completar mis estudios universitarios en James Madison University y finalmente obtuve un MBA Internacional en Thunderbird – The American Graduate School of Management.
Reconocida en la lista Forbes como una de “ Las Mejores Asesoras Financieras” Ranking – 2021
Forbes America's Top Women Wealth Advisors
Source: Forbes.com (Awarded Mar 2021) Data compiled by SHOOK Research LLC based on time period from 9/30/19 - 9/30/20.
He tenido siempre un enfoque global. En mi juventud comencé en Washington D.C., después de completar mis estudios universitarios en James Madison University y finalmente obtuve un MBA Internacional en Thunderbird – The American Graduate School of Management.
Reconocida en la lista Forbes como una de “ Las Mejores Asesoras Financieras” Ranking – 2021
Forbes America's Top Women Wealth Advisors
Source: Forbes.com (Awarded Mar 2021) Data compiled by SHOOK Research LLC based on time period from 9/30/19 - 9/30/20.
Securities Agent: NC, NY, SD, PR, WY, CA, MO, CT, KY, MA, VA, NJ, MD, GA, FL, DE, DC, AR, PA, TX, MI; General Securities Representative; Investment Advisor Representative
About Nicolas A. Samperez
Nicolás comenzó su carrera en Morgan Stanley en 2018 después de completar dos pasantías como analista en la firma. Al incorporarse oficialmente a la empresa, Nicolás se enfocó en la plataforma de Modern Wealth Management, una iniciativa de vanguardia en Morgan Stanley diseñada para integrar tecnología y estrategias de inversión para mejorar el servicio al cliente. Como parte de esta plataforma, Nicolás trabajó estrechamente con el equipo de gerencia para entrenar a asesores en varias soluciones tecnológicas, de productos y de estrategias de gestión de riesgos.
Su función principal consiste en optimizar las soluciones de inversión y la eficiencia operativa del cliente, garantizando la prestación de un servicio de alta calidad. Además de sus responsabilidades de asesoría, Nicolás tiene un papel crucial en la administración de las carteras discrecionales, demostrando su confianza y competencia en la gestión de activos de clientes.
Nicolás se graduó en 2018 de la Universidad Central de Florida con una Licenciatura en Ciencias en Finanzas, donde fue reconocido por su desempeño académico.
NMLS #: 2626964
Su función principal consiste en optimizar las soluciones de inversión y la eficiencia operativa del cliente, garantizando la prestación de un servicio de alta calidad. Además de sus responsabilidades de asesoría, Nicolás tiene un papel crucial en la administración de las carteras discrecionales, demostrando su confianza y competencia en la gestión de activos de clientes.
Nicolás se graduó en 2018 de la Universidad Central de Florida con una Licenciatura en Ciencias en Finanzas, donde fue reconocido por su desempeño académico.
NMLS #: 2626964
Securities Agent: CT, FL, GA, MA, NC, NY, PR, SD, DE, WY, VI, VA, TX, PA, NJ, MO, MI, MD, LA, KY, KS, DC, CO, AZ, AR, CA; General Securities Representative; Investment Advisor Representative
About William J. Netterwald
William se unió al equipo de Morgan Stanley en 2021. Tiene mas de 10 años de experiencia en la industria financiera con enfoques en servicio de alta calidad a los clientes e implementación de estrategias. Empezó su carrera con UBS en Miami, FL donde se especializó en ejecución de ordenes para clientes extranjeros. Luego se mudó a la oficina de UBS en Los Angeles, CA sirviendo a clientes con domicilio en los Estados Unidos.
William se graduó de la Universidad George Washington en Washington, DC en 2014 con un B.S. en finanzas.
William se graduó de la Universidad George Washington en Washington, DC en 2014 con un B.S. en finanzas.
About Yamila Hernandez Parra
Yamila se incorporó al equipo de Morgan Stanley en 2021. Cuenta con 18 años de experiencia en el sector financiero y su objetivo es ofrecer a los clientes un nivel extraordinario de servicio para mantener una relación duradera.
Comenzó su carrera en Wells Fargo Advisors en Miami, como especialista en operaciones y luego como Asociada Registrada de Clientes. Se trasladó a HSBC Securities-LAIC, donde gestionó las relaciones bancarias y de inversión para clientes internacionales de alto patrimonio neto. También trabajó en Citibank -Citigold Private Bank brindando apoyo de alto nivel a los asesores financieros.
Yamila se graduó en la Universidad de La Habana, Cuba, con una licenciatura en Ciencia, Biología y Antropología.
Comenzó su carrera en Wells Fargo Advisors en Miami, como especialista en operaciones y luego como Asociada Registrada de Clientes. Se trasladó a HSBC Securities-LAIC, donde gestionó las relaciones bancarias y de inversión para clientes internacionales de alto patrimonio neto. También trabajó en Citibank -Citigold Private Bank brindando apoyo de alto nivel a los asesores financieros.
Yamila se graduó en la Universidad de La Habana, Cuba, con una licenciatura en Ciencia, Biología y Antropología.
About Cesar A. Vera
Cesar A. Vera es especialista en inversiones alternativas. Estuvo 4 años en Blackstone, en el equipo Private Equity Secondaries.
Durante su tiempo en Blackstone como vicepresidente, César cubrió la región de América Latina, reuniéndose con clientes institucionales para analizar soluciones de capital privado secundario.
César se incorporó a Morgan Stanley en 2024 en el equipo de Cueto, enfocándose en el desarrollo de negocios y las inversiones alternativas.
Comenzó su carrera como un banquero de inversión de M&A en J.P. Morgan en la ciudad de Nueva York, donde estuvo 5 años.
Se graduó en Finanzas en la Universidad de Florida.
Durante sus años como estudiante, tuvo varias pasantías, incluyendo el Congreso de Estados Unidos, donde se enfocó en la regulación internacional de Basel.
Durante su tiempo en Blackstone como vicepresidente, César cubrió la región de América Latina, reuniéndose con clientes institucionales para analizar soluciones de capital privado secundario.
César se incorporó a Morgan Stanley en 2024 en el equipo de Cueto, enfocándose en el desarrollo de negocios y las inversiones alternativas.
Comenzó su carrera como un banquero de inversión de M&A en J.P. Morgan en la ciudad de Nueva York, donde estuvo 5 años.
Se graduó en Finanzas en la Universidad de Florida.
Durante sus años como estudiante, tuvo varias pasantías, incluyendo el Congreso de Estados Unidos, donde se enfocó en la regulación internacional de Basel.
Securities Agent: TX, MO, MI, CT, NJ, NC, MA, DE, WY, PR, PA, KY, FL, SD, GA, VA, CA, NY, MD, AR, DC; General Securities Representative; Investment Advisor Representative
About Diego Arredondo
Diego Arredondo inició su carrera profesional en Morgan Stanley después de haber realizado dos pasantías con Morgan Stanley dentro de la división de gestión de patrimonios en 2023 y 2024, donde adquirió experiencia práctica trabajando junto a asesores financieros. En 2025, se incorporo oficialmente al equipo con el objetivo de brindar un servicio de alta calidad a los clientes.
Diego se graduó de Florida International University en 2024 con una licenciatura en Finanzas.
Diego se graduó de Florida International University en 2024 con una licenciatura en Finanzas.
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
Rational Investing in an Age of Uncertainty
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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
529 Plans: A Powerful Tool to Save for Education
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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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Ready to start a conversation? Contact Beatrice E Cueto 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.
2Morgan 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.
3Morgan 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.
4Morgan 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
5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
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.
8Morgan 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.
9Alternative 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.
10Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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.
4Morgan 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
5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
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.
8Morgan 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.
9Alternative 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.
10Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
