Executive Director, Private Wealth Management, International Client Advisor
Phone:
(305) 347-6284(305) 347-6284
Carbajales/Vergara at Morgan Stanley
Direct:
(212) 893-6300(212) 893-6300
Our Mission Statement
World-class wealth management and cash management solutions, backed by the strength of a global firm and the closeness of a team focused on you and your family.
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
399 Park Ave
12th Fl
New York, NY 10022
US
Direct:
(212) 893-6300(212) 893-6300
Meet Carbajales/Vergara
Leo Vergara
Executive Director, Private Wealth Management, International Client Advisor
Phone:
(212) 271-0504(212) 271-0504
About Francisco Carbajales
Francisco Carbajales is an Executive Director at Morgan Stanley based in
Miami responsible for providing investment advice and implementation strategies to clients in Latin America. Francisco has accumulated more than 15 years of experience in the financial services industry as a Director at Credit Suisse Securities and Executive Director and Investment Specialist at JPMorgan. Prior to his role at JPMorgan he was Head of Equity Derivatives trading for Latin America at Deutsche Bank.
Francisco holds a Master of Business Administration (MBA) from University of Michigan, a Master in Finance from University of CEMA and a Bachelors degree in Accounting from University of Buenos Aires. He is also a Financial
Analyst Charter holder (CFA).
Miami responsible for providing investment advice and implementation strategies to clients in Latin America. Francisco has accumulated more than 15 years of experience in the financial services industry as a Director at Credit Suisse Securities and Executive Director and Investment Specialist at JPMorgan. Prior to his role at JPMorgan he was Head of Equity Derivatives trading for Latin America at Deutsche Bank.
Francisco holds a Master of Business Administration (MBA) from University of Michigan, a Master in Finance from University of CEMA and a Bachelors degree in Accounting from University of Buenos Aires. He is also a Financial
Analyst Charter holder (CFA).
Securities Agent: NY, TX, NV, NJ, CA, FL, CO, MI, MA, WY, VA, GA, NM, NC, CT, DE, MD, TN; General Securities Representative; Investment Advisor Representative
NMLS#: 846022
NMLS#: 846022
About Leo Vergara
Leonardo Vergara is an Executive Director at Morgan Stanley based in New York with more than 15 years of experience in the financial industry, specializing in wealth management and planning in Latin America. Prior to
joining Morgan Stanley, Leo was a Director at Credit Suisse USA and an Executive Director at JPMorgan Private Bank where he worked with families across the region to develop tailor made investment, credit, and planning strategies, as well as bringing the full capabilities of the firm’s different lines of businesses to clients.
Leo holds a bachelor’s degree in Political Science from University of Florida. Leo is fluent in Portuguese, French, and Spanish.
joining Morgan Stanley, Leo was a Director at Credit Suisse USA and an Executive Director at JPMorgan Private Bank where he worked with families across the region to develop tailor made investment, credit, and planning strategies, as well as bringing the full capabilities of the firm’s different lines of businesses to clients.
Leo holds a bachelor’s degree in Political Science from University of Florida. Leo is fluent in Portuguese, French, and Spanish.
Securities Agent: CT, NM, NC, MI, FL, TN, NY, DE, VA, NJ, NV, MA, GA, CO, CA, TX, WY, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 821470
NMLS#: 821470
Contact Francisco Carbajales
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The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Francisco Rodriguez
Financial Planning Director, Vice President
About Francisco Rodriguez
Francisco Rodriguez is a vice president and financial planning director serving Morgan Stanley Wealth Management offices in Miami, FL. He is responsible for helping Financial Advisors with their clients’ and prospects’ financial planning needs.
Francisco began his career in financial services in 2015 and joined Morgan Stanley in 2025. Prior to his current position, he worked as a private client advisor at J.P Morgan Chase as well as Regions Bank and Prudential Financial.
Francisco graduated from The University of Alabama, where he received his bachelor’s degree in finance, and holds his CERTIFIED FINANCIAL PLANNER™ designation. Francisco lives in Miami, FL, where he continues to be engaged with the tennis community. Francisco also enjoys volunteering for pro-bono hours as a CFP professional with institutions such as Free Rent.org.
Francisco began his career in financial services in 2015 and joined Morgan Stanley in 2025. Prior to his current position, he worked as a private client advisor at J.P Morgan Chase as well as Regions Bank and Prudential Financial.
Francisco graduated from The University of Alabama, where he received his bachelor’s degree in finance, and holds his CERTIFIED FINANCIAL PLANNER™ designation. Francisco lives in Miami, FL, where he continues to be engaged with the tennis community. Francisco also enjoys volunteering for pro-bono hours as a CFP professional with institutions such as Free Rent.org.
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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.
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Carbajales/Vergara 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), 4763067 (9/2025)