Eduardo Oliva
Executive Director,
Financial Advisor,
International Client Advisor,
Senior Portfolio Manager
Direct:
(305) 376-8567(305) 376-8567
Toll-Free:
(800) 327-0273(800) 327-0273
My Story and Services
Eduardo Oliva, born in Santiago, Cuba, is a Senior Vice President, Senior Portfolio Manager, International Wealth Advisor, and Financial advisor, leverages over 30 years of experience helping clients by providing more than just investment advice. Since 1985, he holds the CERTIFIED FINANCIAL PLANNER™(CFP®) designation to offer clients an array of personalized services with a goal of being able to pursue their unique goals.
With a Bachelors of Business Administration (B.B.A.) degree from Mercer University, Eduardo has been lengthy experience in the Finance industry. Since joining Morgan Stanley 30 years ago, his focus is to help you achieve and maintain the financial independence you’ve worked for your whole life to achieve. Along with his CFP® designation, he holds the Series licenses 7 since 1983, showing his tenured commitment to his clients.
Outside of work, Eduardo enjoys physical activities, including marathon running, mountaineering, snow skiing/boarding, ziplining, water skiing, surfing, advanced scuba diving, and more. He is also passionate about visiting new nature destinations around the world, noting the Grand Canyon, Machu Pichu, Stonehenge, Burma Jungle, and Amazon River. As a community participant, Eduardo is a Board Member/Volunteer for Non-Profit school of MCA academy since 2016, Big Brothers and Sisters of America, 10 year State of Florida Guardian Ad-Litem volunteer, and Junior girls softball volunteer coach.
With a Bachelors of Business Administration (B.B.A.) degree from Mercer University, Eduardo has been lengthy experience in the Finance industry. Since joining Morgan Stanley 30 years ago, his focus is to help you achieve and maintain the financial independence you’ve worked for your whole life to achieve. Along with his CFP® designation, he holds the Series licenses 7 since 1983, showing his tenured commitment to his clients.
Outside of work, Eduardo enjoys physical activities, including marathon running, mountaineering, snow skiing/boarding, ziplining, water skiing, surfing, advanced scuba diving, and more. He is also passionate about visiting new nature destinations around the world, noting the Grand Canyon, Machu Pichu, Stonehenge, Burma Jungle, and Amazon River. As a community participant, Eduardo is a Board Member/Volunteer for Non-Profit school of MCA academy since 2016, Big Brothers and Sisters of America, 10 year State of Florida Guardian Ad-Litem volunteer, and Junior girls softball volunteer coach.
Securities Agent: MD, IL, FL, CO, TN, IA, CA, MA, RI, NV, PR, WI, NY, DC, DE, MI, VA, SD, NC, NJ, GA, OH; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 2305961
NMLS#: 2305961
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Client Service Team
Yanitsa Jimenez - Wealth Management Associate
Phone:
(305) 376-8558(305) 376-8558
Email:yanitsa.jimenez@morganstanley.com
Tamahra M. Sanchez - Senior Client Service Associate
Phone:
(305) 533-1725(305) 533-1725
Email:tamahra.m.sanchez@morganstanley.com
Felix D. Paganelli - Registered Client Service Associate
Phone:
(305) 714-7518(305) 714-7518
Email:Felix.Paganelli@morganstanley.com
Jacqueline Echevarria - Service associate
Phone:
(305) 702-3339(305) 702-3339
Email:Jacqueline.Echevarria@morganstanley.com
Location
200 S Biscayne Blvd
Ste 1100
Miami, FL 33131
US
Direct:
(305) 376-8567(305) 376-8567
Toll-Free:
(800) 327-0273(800) 327-0273
Fax:
(305) 376-8524(305) 376-8524
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Eduardo Oliva 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)
