Phone:
(212) 307-2956(212) 307-2956
Duboy Serra Group at Morgan Stanley
Direct:
(212) 893-6300(212) 893-6300
Our Mission Statement
Our primary goal is to help clients develop a sound investment decision-making framework. Rather than focusing on short-term trading, we emphasize comprehensive planning and disciplined, long-term investment management. Through our experience, we have found that this approach provides clients with the greatest likelihood of achieving their financial goals while honoring the hard work and dedication that built their wealth.
Our Story and Services
For more than 25 years, our team has advised Ultra High Net Worth (UHNW) and High Net Worth (HNW) individuals and families across Latin America and the United States. We've built our practice around long-term relationships, thoughtful planning, and a high-touch service model designed for clients with complex cross-border lives and multi-generational goals.
We work with a wide range of sophisticated client structures, including single-family offices and multi-family offices, and we tailor each engagement to the client's governance preferences, reporting needs, and decision-making style.
Successful wealth management extends beyond investment management alone, we take an active role in other aspects of our clients' personal and business financial lives. This comprehensive approach requires a significant commitment of time, attention, and resources. As a result, we intentionally serve a limited number of high-net-worth clients, allowing us to provide a high level of personalized service and cultivate lasting, meaningful relationships.
You don't just get an advisor — you get a full team: senior advisors and experienced client service professionals focused on your success.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Suite of Digital Tools
Morgan Stanley's suite of Modern Wealth Management Tools allows advisors to offer customized and comprehensive advice. These tools' ease of use allows for a more in-depth view of a client's financial life to be taken, resulting in enhanced service and more well-rounded advice.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
eDelivery
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
*Not all documents can be accepted into Digital Vault.
Total Wealth View
It's hard to see the complete picture with only half the details. As a Morgan Stanley client, you can now conveniently view your accounts from other financial institutions on Morgan Stanley
Online or by using the Morgan Stanley Mobile App, giving you a more complete financial picture.
Location
399 Park Ave 12th
Fl
New York, NY 10022
US
Direct:
(212) 893-6300(212) 893-6300
Meet Duboy Serra Group
Gerardo Serra
Financial Advisor, Executive Director, International Client Advisor
Phone:
(212) 307-2962(212) 307-2962
About Claudio Duboy
Claudio Duboy is a Managing Director – International Financial Advisor at Morgan Stanley Wealth Management. Claudio has over 25 years of experience in the US financial services industry. During these years he advised Ultra High Net Worth families across Latin America (Mexico, Venezuela, Chile, Peru & Panama) and held several management roles at JPM NY and UBS AG NY and Switzerland.
Prior to joining Morgan Stanley, Claudio spent seven years at UBS AG and eleven years at J.P. Morgan Private Bank.
Claudio attended the Business Administration School at the Universidad de Chile in Santiago. He is series 7 (General Securities Representative) and 66 (Uniform Combined State Law Examination) licensed.
Prior to joining Morgan Stanley, Claudio spent seven years at UBS AG and eleven years at J.P. Morgan Private Bank.
Claudio attended the Business Administration School at the Universidad de Chile in Santiago. He is series 7 (General Securities Representative) and 66 (Uniform Combined State Law Examination) licensed.
Securities Agent: PA, MA, UT, OR, FL, WA, CT, VI, SD, RI, DC, NY, WY, TX, NC, CA, IN, NJ, DE, MD, IA, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 1273044
NMLS#: 1273044
About Gerardo Serra
Gerardo Serra is an International Client Advisor – Financial Advisor at Morgan Stanley Wealth Management. Gerardo offers over 20 years of seasoned Financial Services experience in Proprietary & Execution Trading in Equities, Rates, FX and Credit Markets for the LATAM Andean Region Institutional Market. Prior Joining Morgan Stanley, Gerardo spent over four years at ABN Amro, and over five years at JP Morgan Chase. Gerardo’s main focus at Morgan Stanley is working with High Net worth Individuals & Families, Single & Multi-Family Offices and Middle Markets Institutional Investors.
Gerardo holds a BA in Economics from Fordham University New York. He is Series 7 (General Securities Representative), 66 (Uniform Combined State Law Examination), 3 (National Commodity Futures) and Nationally Mortgage licensed
Gerardo holds a BA in Economics from Fordham University New York. He is Series 7 (General Securities Representative), 66 (Uniform Combined State Law Examination), 3 (National Commodity Futures) and Nationally Mortgage licensed
Securities Agent: WA, TX, DE, VI, IA, FL, CA, GA, NY, MD, CT, NM, AZ, NJ, MA, IN, SD, PA, RI, DC, NC, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1404013
NMLS#: 1404013
Contact Claudio Duboy
Contact Gerardo Serra
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
A Simple Six-Step Retirement Checkup
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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
Iran Conflict: Seven Takeaways for Investors
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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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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
Ready to start a conversation? Contact Duboy Serra Group 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)