Daniel Brinkman
Senior Vice President, Financial Advisor
Phone:
(281) 362-4735(281) 362-4735
Brinkman Suarez Team at Morgan Stanley
Direct:
(713) 658-2746(713) 658-2746
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
717 Texas Avenue
Suite 3050
Houston, TX 77002
US
Direct:
(713) 658-2746(713) 658-2746
Meet Brinkman Suarez Team
Jaime Suarez
Senior Vice President, Financial Advisor
Phone:
(281) 362-4725(281) 362-4725
About Daniel Brinkman
Daniel is a Senior Vice President at Morgan Stanley with more than 20 years of experience in the financial industry. With expertise in wealth management and banking, Daniel is an entrusted advisor to ultra-high-net-worth domestic and international individuals and families in solving their financial needs, including wealth management, alternative investment, and structured products.
Daniel earned his bachelor’s degree in business administration at Tecnológico de Monterrey and MBA in banking and financial markets at Universidad Anáhuac. He began his career as a Cash Management Officer at Scotiabank before working as a Relationship Manager at Banco Santander Mexico. Prior to joining Morgan Stanley, Daniel has expanded his experience in International Financial Advising at Merrill Lynch from 2008 to 2011 and Monex Securities from 2011 to 2021.
He joined Morgan Stanley in 2021 and has been a vital member in international client advising. With his fluency in English and Spanish, Daniel has strong passion and expertise in working with international and domestic clients. His dedication and client-oriented performance has allowed him to work efficiently with clients to provide them with tailored solutions to meet their unique needs.
Daniel earned his bachelor’s degree in business administration at Tecnológico de Monterrey and MBA in banking and financial markets at Universidad Anáhuac. He began his career as a Cash Management Officer at Scotiabank before working as a Relationship Manager at Banco Santander Mexico. Prior to joining Morgan Stanley, Daniel has expanded his experience in International Financial Advising at Merrill Lynch from 2008 to 2011 and Monex Securities from 2011 to 2021.
He joined Morgan Stanley in 2021 and has been a vital member in international client advising. With his fluency in English and Spanish, Daniel has strong passion and expertise in working with international and domestic clients. His dedication and client-oriented performance has allowed him to work efficiently with clients to provide them with tailored solutions to meet their unique needs.
Securities Agent: DE, WA, NY, CA, WY, TX, SD, FL, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 2294421
NMLS#: 2294421
About Jaime Suarez
A seasoned professional with more than 16 years of experience in financial advising, Jaime is now a Senior Vice President at Morgan Stanley based in Houston, Texas. He works closely with high-net-worth international and domestic individuals and families to align their finances with their long-term goals across a range of services, including wealth management, structured products, and corporate bonds.
Jaime obtained his bachelor’s degree in business administration at Instituto Tecnológico Autónomo de México (ITAM), and an MBA at IE Business School. He started his professional career as a Relationship Manager at Banco Santander in 2008 to 2011, enriching his experience as an international Financial Advisor and Portfolio Manager at Merrill Lynch. Prior to Morgan Stanley, he was a senior VP International Financial Advisor at Monex Securities from 2011 to 2021, providing workable financial plans and support to achieve the clients' goals.
Jaime joined Morgan Stanley in 2021 as a Senior Vice President International Financial advisor. His education, work experience, and international background have strengthened his expertise in being well connected and personable with his clients, while adopting a goal-driven approach and proactiveness in providing them with confidence about their finance.
Jaime obtained his bachelor’s degree in business administration at Instituto Tecnológico Autónomo de México (ITAM), and an MBA at IE Business School. He started his professional career as a Relationship Manager at Banco Santander in 2008 to 2011, enriching his experience as an international Financial Advisor and Portfolio Manager at Merrill Lynch. Prior to Morgan Stanley, he was a senior VP International Financial Advisor at Monex Securities from 2011 to 2021, providing workable financial plans and support to achieve the clients' goals.
Jaime joined Morgan Stanley in 2021 as a Senior Vice President International Financial advisor. His education, work experience, and international background have strengthened his expertise in being well connected and personable with his clients, while adopting a goal-driven approach and proactiveness in providing them with confidence about their finance.
Securities Agent: TX, CO, SD, CA, WA, NY, FL, DE, WY; General Securities Representative; Investment Advisor Representative
NMLS#: 2298196
NMLS#: 2298196
Contact Daniel Brinkman
Contact Jaime Suarez
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
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
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
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
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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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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Ready to start a conversation? Contact Brinkman Suarez 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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame 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
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame 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
CRC 6491812 (04/2024)