Eduardo Valadao
Senior Vice President, Financial Advisor, International Client Advisor, Portfolio Manager
Phone:
(561) 393-1526(561) 393-1526
Eduardo Valadao
Senior Vice President,
Financial Advisor,
International Client Advisor,
Senior Portfolio Manager
Direct:
(561) 393-1526(561) 393-1526
My Mission Statement
Leveraging the deep experience of our team and the world-class resources of Morgan Stanley to help you achieve your financial goals
My Story and Services
Named Forbes 2024 Top Next-Gen Wealth Advisors Best-In-State
Source: Forbes.com (Awarded Aug 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/23–3/31/24.
Awards Disclosures
As your Financial Advisor, I 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, I can help you to preserve and grow your wealth. You will 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.
Source: Forbes.com (Awarded Aug 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/23–3/31/24.
Awards Disclosures
As your Financial Advisor, I 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, I can help you to preserve and grow your wealth. You will 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.
Securities Agent: TX, NY, CT, NJ, DC, OH, MA, CA, TN, GA, CO, NV, DE, IA, WA, MD, AZ, UT, MI, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 2347033
NMLS#: 2347033
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Clients
We work with clients to align their needs and aspirations by creating tailored investment solutions that are designed to unlock plentiful opportunities and growth. 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.
High-Net-Worth Clients
• C-Suite Executives
• Business Owners
• Entrepreneurs
• Business Owners
• Entrepreneurs
Institutions
• Family Offices
• Investment Advisors
• Trusts and Foundations
• Funds
• Investment Advisors
• Trusts and Foundations
• Funds
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
International Wealth Management
Part of a global financial legacy that dates back over 150 years, Morgan Stanley is one of the few truly global institutions with the scale, scope, and commitment to serve the international investor. We serve among the world’s most capitalized institutions and stand as one of the largest wealth management firms in the world.
Morgan Stanley International Wealth Management (IWM) harnesses the extensive capabilities of the firm to serve investors located outside the United States. Functioning as a specialized group within Morgan Stanley, IWM is staffed by specially trained International Client Advisors and managers who understand your wealth management needs. Our International Client Advisors are familiar with the investment challenges and opportunities that are unique to your part of the world and can recommend highly customized strategies to help you address your specific goals.
Morgan Stanley International Wealth Management (IWM) harnesses the extensive capabilities of the firm to serve investors located outside the United States. Functioning as a specialized group within Morgan Stanley, IWM is staffed by specially trained International Client Advisors and managers who understand your wealth management needs. Our International Client Advisors are familiar with the investment challenges and opportunities that are unique to your part of the world and can recommend highly customized strategies to help you address your specific goals.
Client Resources
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." Morgan Stanley strives 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.
Learn more
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.
Learn more
Goals Planning System
A holistic Goals Planning System approach can tailor an investment framework that considers key aspects of a client's life, such as retirement age, healthcare costs, home buying, cash management, legacy needs, and potential withdrawal strategies. Once goals are assessed, various investment proposals are considered to help clients get on track in accordance to their risk tolerance. The new tools will link to the latest asset allocation models, research, and ideas and facilitate us in providing advice where it's needed.
Learn more
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.
Log into Digital Vault
Reserved Offers
Exclusive offers to keep Reserved Clients and their families safe and engaged. Offers span across such categories as Dining, Health & Wellness, Travel, Entertainment, and more.
Learn more
Reserved Insights
Curated insights and articles spanning such topics as Family, Lifestyle, Health & Planning, Travel, and Giving Back.
Learn more
Signature Access
Signature Access, the highest tier of Morgan Stanley's complimentary loyalty program Reserved Living & Giving, gives clients with $10 million of more in assets at the firm access to world class services such as Private Health Advisory, Personal Cybersecurity Services, Aircraft Management and more in addition to all the discounts and content available through Reserved Living & Giving.
Log into Signature Access
Outsourced Chief Investment Office
High-end clients with investable assets of at least $25 million have access to our Outsourced Chief Investment Office (OCIO): a complete fiduciary solution for clients looking for a full-discretion investment management model. This service facilitates the delegation of fiduciary responsibilities providing tailored portfolio solutions including: investment expertise, adherence to policy statement and regulatory requirements, portfolio construction, disciplined execution and implementation, sophisticated risk management techniques and methods, investment platform access, and cost efficiencies.
Learn more
Art Resources Team
Morgan Stanley has an Art Resources Team (ART), which has the goal of showing clients how they can address the unique challenges of art as an asset and create bespoke solutions for every client and collection. The team has recently begun the publication of a newsletter, with the goal of keeping readers up-to-date on the connections between art and the markets.
Learn moreFamily Office Resources
Family Office Resources Overview
This slide deck provides more information about Morgan Stanley's suite of Family Office Resources, touching upon the complex, multigenerational wealth management issues of high net worth families like yours, the evolution of your family's needs, and the moving parts to consider when putting the foundational elements in place.
Family Office Resources Overview
Portfolio Construction
Take a look at the following deck to get additional clarity on some important questions to consider for your wealth management journey:
○ How can I find high-quality emerging managers?
○ How do I identify leading managers across my entire asset allocation?
○ Are the fees I'm being charged worth the services I am receiving?
Portfolio Construction Deck○ How can I find high-quality emerging managers?
○ How do I identify leading managers across my entire asset allocation?
○ Are the fees I'm being charged worth the services I am receiving?
Philanthropy Management
Use this document to better understand how Family Office Resources can help with your Philanthropy Management strategy. Specifically, learn more about:
○ Advisory Services
○ Giving Assistance
○ Connections
Philanthropy Management Document○ Advisory Services
○ Giving Assistance
○ Connections
Family Governance & Wealth Education
Give this document a read to learn more about some ideas to consider to better guide your overall family governance structure and education.
Family Governance & Wealth Education
Four Ways to Pay Estate Taxes
Take a look at this factsheet and consider these options for any new and unanticipated challenges involving estate tax obligations.
Four Ways to Pay Estate Taxes Factsheet
Lifestyle Advisory Offering
Check out this one pager covering some of our lifestyle solutions, from every day to extraordinary aspects of your life:
○ Travel & Concierge Services
○ Health & Security Advisory
○ Personal Enrichment
○ Tangible Asset Management
○ Financial Administration
Lifestyle Advisory Offering One Pager○ Travel & Concierge Services
○ Health & Security Advisory
○ Personal Enrichment
○ Tangible Asset Management
○ Financial Administration
Wealth Strategies & Planning Tools
This slide deck covers some of the ways our Family Office specialists can help out with your financial planning needs. Take a look for additional clarity on the following questions:
○ How should I think about investments in the context of my estate plan, tax situation, and anticipated spending?
○ What is the appropriate asset allocation that balances risk vs. reward and will best help me achieve my goals?
○ What choices do I have with respect to my stock options and shares?
○ What decisions can I make today to improve my wealth over time?
Wealth Strategies & Planning Tools Slide Deck○ How should I think about investments in the context of my estate plan, tax situation, and anticipated spending?
○ What is the appropriate asset allocation that balances risk vs. reward and will best help me achieve my goals?
○ What choices do I have with respect to my stock options and shares?
○ What decisions can I make today to improve my wealth over time?
Location
595 So Federal Hwy
Ste 400
Boca Raton, FL 33432
US
Direct:
(561) 393-1526(561) 393-1526
Meet My Team
About Eduardo Valadao
Eduardo is a Senior Vice President, International Client Advisor and Senior Portfolio Manager at Morgan Stanley. He brings more than 16 years of experience within the financial industry, dedicated to assisting family offices and high net worth individuals in creating customized investment portfolios and establishing optimal asset allocation.
Eduardo’s skilled focus has enabled him to help some of the most affluent families and companies in the USA and from over a dozen other countries, including Brazil, BVI, Bahamas, Spain, UK, France, Panama, Australia, Trinidad & Tobago, Argentina, Colombia, Canada, Uruguay, Portugal, and Switzerland.
The interests of our clients always go first as we seek to build long-term relationships based on personal integrity, professional competence and mutual trust.
Prior to joining Morgan Stanley, Eduardo worked 10 years as a SVP Financial Advisor at Citibank Private Client International in Miami. Before that, Eduardo worked as a Relationship Officer and Operations Analyst at the trading floor of State Street Global Markets in Boston.
Eduardo earned his ASBA with a concentration on Finance from the New England College of Business, and a Wealth Certification from Wharton’s Institute Program. Eduardo is currently enrolled in the CIMA Program at Yale University. He holds several important professional designations including FINRA series 7, Series 66, and the Nationwide Mortgage Licensing System License (NMLS # 2347033).
Eduardo is a devoted family man who married his best friend, Stephanie, and has two beautiful daughters that he enjoys spending quality time with. Eduardo is an avid volunteer in the community (Broward Juvenile Detention Center, Miami Rescue Mission) and at his local church.
Eduardo’s skilled focus has enabled him to help some of the most affluent families and companies in the USA and from over a dozen other countries, including Brazil, BVI, Bahamas, Spain, UK, France, Panama, Australia, Trinidad & Tobago, Argentina, Colombia, Canada, Uruguay, Portugal, and Switzerland.
The interests of our clients always go first as we seek to build long-term relationships based on personal integrity, professional competence and mutual trust.
Prior to joining Morgan Stanley, Eduardo worked 10 years as a SVP Financial Advisor at Citibank Private Client International in Miami. Before that, Eduardo worked as a Relationship Officer and Operations Analyst at the trading floor of State Street Global Markets in Boston.
Eduardo earned his ASBA with a concentration on Finance from the New England College of Business, and a Wealth Certification from Wharton’s Institute Program. Eduardo is currently enrolled in the CIMA Program at Yale University. He holds several important professional designations including FINRA series 7, Series 66, and the Nationwide Mortgage Licensing System License (NMLS # 2347033).
Eduardo is a devoted family man who married his best friend, Stephanie, and has two beautiful daughters that he enjoys spending quality time with. Eduardo is an avid volunteer in the community (Broward Juvenile Detention Center, Miami Rescue Mission) and at his local church.
Securities Agent: TX, NY, CT, NJ, DC, OH, MA, CA, TN, GA, CO, NV, DE, IA, WA, MD, AZ, UT, MI, FL; General Securities Representative; Investment Advisor Representative
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
Article Image
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
Article Image
Ready to start a conversation? Contact Eduardo Valadao today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
6GlobalCurrency is available to clients of Morgan Stanley Smith Barney LLC with an eligible brokerage account. Before undertaking foreign exchange transactions, clients should understand the associated risks.
Engaging in foreign currency transactions entails more varied risks than normally associated with transactions in the domestic securities markets. Attention should be paid to market, credit, sovereign, and liquidity risks. The foreign exchange transactions and deposits discussed in this material may not be appropriate for all clients. The appropriateness of a particular investment or strategy depends upon a client’s particular circumstances and objectives. This material does not provide individually tailored investment advice.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
8Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
6GlobalCurrency is available to clients of Morgan Stanley Smith Barney LLC with an eligible brokerage account. Before undertaking foreign exchange transactions, clients should understand the associated risks.
Engaging in foreign currency transactions entails more varied risks than normally associated with transactions in the domestic securities markets. Attention should be paid to market, credit, sovereign, and liquidity risks. The foreign exchange transactions and deposits discussed in this material may not be appropriate for all clients. The appropriateness of a particular investment or strategy depends upon a client’s particular circumstances and objectives. This material does not provide individually tailored investment advice.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
8Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
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
CRC 6491812 (04/2024)
