Gabriel Jafet
Financial Advisor
Phone:
(786) 491-7233(786) 491-7233
Blue Jade Team at Morgan Stanley
Direct:
(305) 376-8500(305) 376-8500
Our Mission Statement
Our mission is to navigate the complexities of the financial world with clarity and precision, fostering growth and security for generations to come. We don’t just help our clients achieve financial goals; we craft their legacies for generations to come.
Our Story and Services
We named the team the Blue Jade Team to reflect the qualities associated with this rare, highly valued gemstone—peace, serenity, and prosperity. The name was also inspired by Morgan Stanley’s signature blue. At Blue Jade Team at Morgan Stanley, we are dedicated to helping our clients build enduring legacies that span generations. As accomplished Financial Advisors, our primary focus is on preserving our clients' assets while seeking opportunities for income generation and market appreciation. We proudly serve individuals, families, and corporations across the U.S., Latin America, and Europe, with a particular expertise in the Brazilian and U.S. markets and regulations.
Our success is rooted in our unwavering commitment to putting clients first and fostering a collaborative team environment. Each member of our team is devoted to delivering exceptional service, ensuring that our clients receive the highest level of care and attention. With over *53 years of combined experience both domestic and global financial markets, our team consists of four financial professionals: two Financial Advisors, one Wealth Management Analyst, and one Registered Client Service Associate.
We pride ourselves on being effective communicators, actively listening to our clients' financial needs and objectives. We strive to ensure that our clients fully understand and feel confident in the financial options we present. As a multilingual team fluent in English, Portuguese, and Spanish, we are well-equipped to connect with clients across cultures. We are here to serve as your trusted family advisor, guiding you through important financial decisions for generations to come.
*Gabriel Jafet has 30 years and Tulio Gargantini has 23 years
Our success is rooted in our unwavering commitment to putting clients first and fostering a collaborative team environment. Each member of our team is devoted to delivering exceptional service, ensuring that our clients receive the highest level of care and attention. With over *53 years of combined experience both domestic and global financial markets, our team consists of four financial professionals: two Financial Advisors, one Wealth Management Analyst, and one Registered Client Service Associate.
We pride ourselves on being effective communicators, actively listening to our clients' financial needs and objectives. We strive to ensure that our clients fully understand and feel confident in the financial options we present. As a multilingual team fluent in English, Portuguese, and Spanish, we are well-equipped to connect with clients across cultures. We are here to serve as your trusted family advisor, guiding you through important financial decisions for generations to come.
*Gabriel Jafet has 30 years and Tulio Gargantini has 23 years
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Our Clients
We work with clients to align their needs and aspirations by creating tailored investment solutions that unlock plentiful opportunities and extensive growth. At the Blue Jade Team, we believe that every client is unique and deserving of a tailored plan, which we strive to deliver by way of a broad spectrum of investment techniques, access to lending services, and curated planning solutions. Our goal is to help clients address complex global financial challenges driven by shifting regulatory and market climates so that they may efficiently preserve their wealth for future familial generations.
Entrepreneurs
With many decades of experience working with entrepreneurs, company founders, and executives, our team can help you navigate the intricate and elaborate challenges that come with creating a new business and assist you in planning for future liquidity events. In our thoughtful approach, we provide feedback and resources at critical stages in your professional and personal lives.
Pre-IPO Planning
We guide and support you in taking the proper steps to attain your private wealth management goals tax efficiently, allowing you to focus on the multitude of demands required to take a company public. These discussions and steps may include option exercise analysis, concentrated stock positions, transfer strategies, and Qualified Small Business Stock.
Public Company Executives
Our team has a demonstrated track record of successfully supporting C-suite executives with their personal and company's financial requirements. Some of these services include providing complex solutions for concentrated equity positions including 10b5-1 plans, exchange funds, hedging strategies, and other diversification strategies as well as assessing incentive compensation packages.
Venture Capital and Private Equity Partners
Investing in private companies creates unique wealth management considerations. We supply you with tailored solutions regarding your portfolio's asset allocation, risk management, liabilities guidance, philanthropy endeavors support as well as advising on trust and estate structures.
Digital Tools
Our goal is simple: "to be the firm where the most talented, trusted advisors in the industry leverage cutting-edge technology and deliver customized wealth management solutions to their clients and their families to enable them to achieve their goals." The Taurus Group and Morgan Stanley strive to ensure our clients are served on market-leading technology platforms that are resilient, safe, efficient, smart, fast, and flexible. Additionally, please find materials and firm perks specifically suited for ultra-high-net-worth and high-net-worth clients and families, namely Reserved Living & Giving: a program where clients with $1 million+ in assets and liabilities at Morgan Stanley are eligible to enroll and gain access to exclusive partner offers and discounts, as well as thought leadership content on a variety of lifestyle and personal finance topics.
Morgan Stanley Online
Morgan Stanley Online and the Morgan Stanley Mobile App provide clients with access to their account information, enriched reporting tools, several cash management solutions and robust market research. The Morgan Stanley Mobile App provides clients with access to their accounts in just a few minutes.
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your external account information, you will benefit from more informed and comprehensive wealth planning and convenient connectivity.
Digital Vault
Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love in the event of a catastrophe or serious illness, disability, or death. Your Family Records Organizer can immediately provide vital and timely information to both your family and professional advisors. The Digital Vault can be accessed both via Morgan Stanley Online and the Morgan Stanley Mobile App, allowing you to construct a central, shared document library where all documents can be stored using encryption.
Location
200 S Biscayne Blvd
Ste 1100
Miami, FL 33131
US
Direct:
(305) 376-8500(305) 376-8500
Meet Blue Jade Team
Tulio Gargantini
Financial Advisor
Phone:
(786) 491-7232(786) 491-7232
Fernando Azevedo
Joana Roter
Phone:
(786) 491-7252(786) 491-7252
About Gabriel Jafet
Based in Miami, Florida, Gabriel Coutinho Jafet is an Executive Director for the International Wealth Management Division, at Morgan Stanley. With 30+ years of experience in the financial markets, being 22+ years in the Wealth Management business in the US, Jafet focuses on delivering sophisticated offshore investment strategies, asset allocation, and financial planning solutions for net-worth individuals, families, and business owners throughout Latin America, and the US.
Jafet’s career in private banking and wealth management in the US started in 2003 at Lehman Brothers Wealth Management division. He also served as Vice President at Barclays Wealth and Investment Management division, as well as Vice President at the Royal Bank of Canada (RBC) Wealth Management division. Prior to joining Morgan Stanley, he spent a decade as Director of Wealth Management at XP Investments, in Miami. This extensive institutional background gives him a deep understanding of cross-border financial landscapes, structural asset efficiencies, and long-term risk management.
Jafet is fluent in Portuguese, English, and Spanish. He has a solid academic foundation from having studied Business Administration at Fundação Getulio Vargas (FGV) and received an MBA from Texas McCombs School of Business at the University of Texas at Austin. Outside the office, Jafet channels his focus and discipline into competitive mountain bike racing and motocross. When he isn’t on the trails, he collaborates creatively as a guitarist in a local rock band. He is married to his wife of 21+ years and has two children.
Jafet holds the Series 3, 7, 63, and 66. Backed by Morgan Stanley’s elite global resources, Jafet is uniquely equipped to guide clients through the preservation, growth, and seamless generational transfer of their wealth.
Jafet’s career in private banking and wealth management in the US started in 2003 at Lehman Brothers Wealth Management division. He also served as Vice President at Barclays Wealth and Investment Management division, as well as Vice President at the Royal Bank of Canada (RBC) Wealth Management division. Prior to joining Morgan Stanley, he spent a decade as Director of Wealth Management at XP Investments, in Miami. This extensive institutional background gives him a deep understanding of cross-border financial landscapes, structural asset efficiencies, and long-term risk management.
Jafet is fluent in Portuguese, English, and Spanish. He has a solid academic foundation from having studied Business Administration at Fundação Getulio Vargas (FGV) and received an MBA from Texas McCombs School of Business at the University of Texas at Austin. Outside the office, Jafet channels his focus and discipline into competitive mountain bike racing and motocross. When he isn’t on the trails, he collaborates creatively as a guitarist in a local rock band. He is married to his wife of 21+ years and has two children.
Jafet holds the Series 3, 7, 63, and 66. Backed by Morgan Stanley’s elite global resources, Jafet is uniquely equipped to guide clients through the preservation, growth, and seamless generational transfer of their wealth.
Securities Agent: MA, TX, NY, CA, SD, LA, DE, CO, GA, IL, FL, NJ; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 2797919
NMLS#: 2797919
About Tulio Gargantini
Tulio Lemos Gargantini is an Executive Director for the International Wealth Management Division at Morgan Stanley based in Miami, Florida. With 23+ years of experience in financial markets and wealth management, Gargantini specializes in structuring comprehensive wealth management, asset allocation, and generational planning strategies for high-net-worth individuals, families, and entrepreneurs.
Gargantini began his career in financial services in 2003 at Safra National Bank of New York. He went on to build a deep understanding of complex market cycles, risk mitigation, and investment analytics. Prior to joining Morgan Stanley, he spent ten years as a Director of Wealth Management at XP Investments US, LLC. His career includes executive roles at leading global institutions, including Royal Bank of Canada, Barclays Capital Inc., and Lehman Brothers. This multi-firm institutional background allows him to navigate sophisticated cross-border financial landscapes and deliver highly tailored solutions for domestic and international clients alike.
Gargantini is fluent in Portuguese, English, and Spanish. He attended Pontifícia Universidade Católica de São Paulo (PUC) for his undergraduate Economics degree and received an MBA from Thunderbird School of Global Management at Arizona State University. In his free time, Gargantini enjoys boating and saltwater fishing. He is married with his wife of 19+ years.
Gargantini holds the Series 7, 63 and 66. His broad cross-border perspective combined with Morgan Stanley’s world-class resources enables him to help clients protect, grow, and seamlessly transition their wealth across generations.
Gargantini began his career in financial services in 2003 at Safra National Bank of New York. He went on to build a deep understanding of complex market cycles, risk mitigation, and investment analytics. Prior to joining Morgan Stanley, he spent ten years as a Director of Wealth Management at XP Investments US, LLC. His career includes executive roles at leading global institutions, including Royal Bank of Canada, Barclays Capital Inc., and Lehman Brothers. This multi-firm institutional background allows him to navigate sophisticated cross-border financial landscapes and deliver highly tailored solutions for domestic and international clients alike.
Gargantini is fluent in Portuguese, English, and Spanish. He attended Pontifícia Universidade Católica de São Paulo (PUC) for his undergraduate Economics degree and received an MBA from Thunderbird School of Global Management at Arizona State University. In his free time, Gargantini enjoys boating and saltwater fishing. He is married with his wife of 19+ years.
Gargantini holds the Series 7, 63 and 66. His broad cross-border perspective combined with Morgan Stanley’s world-class resources enables him to help clients protect, grow, and seamlessly transition their wealth across generations.
Securities Agent: GA, DE, NY, NJ, FL, CA, IL, TX, LA, MA, CO, SD; General Securities Representative; Investment Advisor Representative
About Fernando Azevedo
Fernando Feijo Azevedo is a distinguished Wealth Management Analyst with nearly 10 years of experience in wealth management and 13+ years in the broader financial services industry. His passion for helping clients achieve their financial goals is matched by his commitment to delivering exceptional service.
Azevedo's interest in financial markets is deeply rooted in his family history, with his grandfather, father, and uncle all having successful banking careers in Recife, Brazil, and Geneva, Switzerland. Inspired by their legacy, Azevedo aspired from a young age to work in the financial markets and experience Wall Street firsthand. In 2024, he realized his childhood dream of visiting the NYSE. Azevedo began his career at Banco do Brasil Americas in 2014, working in Banking. In 2017, he transitioned to Wealth Management by joining XP Investments US, LLC, where he spent nearly eight years helping to manage a portfolio exceeding $1.2 billion in assets. In 2024, he began building his own client book, growing it to nearly $150 million before joining Morgan Stanley in 2025.
Born in Recife, Brazil, Azevedo has spent most of his life in Miami, Florida, making him a true Miami native. His family's move to Miami in 1998 was driven by a desire for a safer and more prosperous future in the United States. Fluent in English, Portuguese, and Spanish, Azevedo offers a global perspective and a deep understanding of diverse markets. He holds a bachelor’s degree in economics from Florida International University, providing a strong foundation for his analytical and strategic approach to financial planning. Known for his dedication to personalized financial solutions, Azevedo has built a reputation for excellence and integrity, fostering lasting client relationships, and delivering outstanding results.
Azevedo holds Series 7 and 66. His broad cross-border perspective combined with Morgan Stanley’s world-class resources enables him to help clients protect, grow, and seamlessly transition their wealth across generations.
In his free time, Azevedo enjoys soccer, basketball, winter sports, golf, tennis, F1, traveling, reading, and exploring new restaurants. He is also active in the community, volunteering for causes such as the Special Olympics, Myasthenia Gravis awareness, homelessness alleviation with Igreja Vida com Vida, and children's events with the Vamos Falar Português Foundation, Inc. Most recently he partnered with Global Empowerment Mission to help package goods for hurricane relief for Jamaica and Seed School to help prepare for the new school year.
Azevedo's interest in financial markets is deeply rooted in his family history, with his grandfather, father, and uncle all having successful banking careers in Recife, Brazil, and Geneva, Switzerland. Inspired by their legacy, Azevedo aspired from a young age to work in the financial markets and experience Wall Street firsthand. In 2024, he realized his childhood dream of visiting the NYSE. Azevedo began his career at Banco do Brasil Americas in 2014, working in Banking. In 2017, he transitioned to Wealth Management by joining XP Investments US, LLC, where he spent nearly eight years helping to manage a portfolio exceeding $1.2 billion in assets. In 2024, he began building his own client book, growing it to nearly $150 million before joining Morgan Stanley in 2025.
Born in Recife, Brazil, Azevedo has spent most of his life in Miami, Florida, making him a true Miami native. His family's move to Miami in 1998 was driven by a desire for a safer and more prosperous future in the United States. Fluent in English, Portuguese, and Spanish, Azevedo offers a global perspective and a deep understanding of diverse markets. He holds a bachelor’s degree in economics from Florida International University, providing a strong foundation for his analytical and strategic approach to financial planning. Known for his dedication to personalized financial solutions, Azevedo has built a reputation for excellence and integrity, fostering lasting client relationships, and delivering outstanding results.
Azevedo holds Series 7 and 66. His broad cross-border perspective combined with Morgan Stanley’s world-class resources enables him to help clients protect, grow, and seamlessly transition their wealth across generations.
In his free time, Azevedo enjoys soccer, basketball, winter sports, golf, tennis, F1, traveling, reading, and exploring new restaurants. He is also active in the community, volunteering for causes such as the Special Olympics, Myasthenia Gravis awareness, homelessness alleviation with Igreja Vida com Vida, and children's events with the Vamos Falar Português Foundation, Inc. Most recently he partnered with Global Empowerment Mission to help package goods for hurricane relief for Jamaica and Seed School to help prepare for the new school year.
About Joana Roter
Joana Canseco Roter is originally from Rio de Janeiro, Brazil, and moved to Miami in late 2015, where she became surrounded by and inspired by a wide range of cultures, backgrounds, and perspectives.
Roter earned her degree in Finance from the University of Miami, building a strong foundation in financial markets, business principles, and practical, client-centered problem solving. She also completed an internship with Wells Fargo, where she gained hands-on exposure to the financial services industry, including client support and relationship development.
After passing the Series 7 and 66 examinations, Roter earned her designation as an International Registered CSA. She is known for delivering high-quality client support, with a consistent focus on service excellence, responsiveness, and strong relationship management.
With an international background and a passion for connecting with people, Roter brings a thoughtful, global perspective to her work. She is committed to growing every day, both personally and professionally, and is passionate about building meaningful client relationships based on trust, communication, and understanding.
Roter earned her degree in Finance from the University of Miami, building a strong foundation in financial markets, business principles, and practical, client-centered problem solving. She also completed an internship with Wells Fargo, where she gained hands-on exposure to the financial services industry, including client support and relationship development.
After passing the Series 7 and 66 examinations, Roter earned her designation as an International Registered CSA. She is known for delivering high-quality client support, with a consistent focus on service excellence, responsiveness, and strong relationship management.
With an international background and a passion for connecting with people, Roter brings a thoughtful, global perspective to her work. She is committed to growing every day, both personally and professionally, and is passionate about building meaningful client relationships based on trust, communication, and understanding.
Contact Gabriel Jafet
Contact Tulio Gargantini
Wealth Management
Global Investment Office
Portfolio Insights
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
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
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Iran Conflict: Seven Takeaways for Investors
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Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
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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
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Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
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Ready to start a conversation? Contact Blue Jade Team 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:
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
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)
