Evelyn Garcia
Senior Vice President, Wealth Management,
Financial Advisor,
International Client Advisor
Direct:
(212) 307-2953(212) 307-2953
Toll-Free:
(800) 468-0019(800) 468-0019
My Mission Statement
My business is built on a single mission: focus on helping to manage my clients wealth and providing advice that they can trust. That way, they can spend their time doing what they truly enjoy.
Welcome
My Philosphy
As A Financial Advisor, I have access to a global platform of products and services that enable me to provide a high degree of tailored client service.
The cornerstone of my service commitment is to offer clients distinctive, caring and personalized attention, in addition to timely communication and availability. Each client relationship begins with a careful consideration of my clients' long-term financial objectives and life aspirations. I seek to grow that relationship by continuously striving to transcend their expectations, as well as consistently helping them to instill value and leave a legacy for the people who matter the most to them.
My Mission
My business is build on a single mission: to focus on helping manage my client's wealth and providing advice that they can trust. That way they can spend time doing what they truly enjoy.
As an experienced portfolio manager, my goal is to help build portfolios that reflect my client's objectives, lifestyle expectations, cash flow needs and desires for their family. Yes, I offer my clients a wide-ranging set of investment options. But, more importantly, I bring the experience to help my clients make sense of them all, the discipline to help them navigate challenging markets and the resources that address their financial needs.
As A Financial Advisor, I have access to a global platform of products and services that enable me to provide a high degree of tailored client service.
The cornerstone of my service commitment is to offer clients distinctive, caring and personalized attention, in addition to timely communication and availability. Each client relationship begins with a careful consideration of my clients' long-term financial objectives and life aspirations. I seek to grow that relationship by continuously striving to transcend their expectations, as well as consistently helping them to instill value and leave a legacy for the people who matter the most to them.
My Mission
My business is build on a single mission: to focus on helping manage my client's wealth and providing advice that they can trust. That way they can spend time doing what they truly enjoy.
As an experienced portfolio manager, my goal is to help build portfolios that reflect my client's objectives, lifestyle expectations, cash flow needs and desires for their family. Yes, I offer my clients a wide-ranging set of investment options. But, more importantly, I bring the experience to help my clients make sense of them all, the discipline to help them navigate challenging markets and the resources that address their financial needs.
Securities Agent: VA, NV, NJ, DE, NY, CA, WA, FL, TX, PA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1339256
NMLS#: 1339256
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Experience
Evelyn Garcia
Senior Vice President, Morgan Stanley Wealth Management
Financial Advisor
International Client Advisor
Senior Portfolio Manager
My professional experience in the international and U.S. markets gives me the broad perspective necessary in this changing market environment to advice and guide clients in their financial decisions. I have a client centered focus which is the foundation for establishing an investment strategy and structure tailored to the specific client situation.
I have been dedicated to advising high-net-worth clients for over 25 years and have extensive experience in banking, trust services and the financial markets. Prior to joining the firm, I was a private banker with clients in Europe and Latin America. I also worked in an Investment Bank, which provided me with a comprehensive understanding of financing structures for U.S. and international corporations. These experiences helped create the mainstay for understanding today's financial landscape and the importance of knowing your client and guiding investment decisions.
After graduating with a Bachelor of Science in Economics from Queens College N.Y., I went on to earn my MBA in Finance and International Business, from New York University - Stern School of Business.
More than 25 years of experience working with Individuals and Families in the USA, Latin America and Europe.
Disclaimer:
Not all products and services are available in all jurisdictions or countries
Senior Vice President, Morgan Stanley Wealth Management
Financial Advisor
International Client Advisor
Senior Portfolio Manager
My professional experience in the international and U.S. markets gives me the broad perspective necessary in this changing market environment to advice and guide clients in their financial decisions. I have a client centered focus which is the foundation for establishing an investment strategy and structure tailored to the specific client situation.
I have been dedicated to advising high-net-worth clients for over 25 years and have extensive experience in banking, trust services and the financial markets. Prior to joining the firm, I was a private banker with clients in Europe and Latin America. I also worked in an Investment Bank, which provided me with a comprehensive understanding of financing structures for U.S. and international corporations. These experiences helped create the mainstay for understanding today's financial landscape and the importance of knowing your client and guiding investment decisions.
After graduating with a Bachelor of Science in Economics from Queens College N.Y., I went on to earn my MBA in Finance and International Business, from New York University - Stern School of Business.
More than 25 years of experience working with Individuals and Families in the USA, Latin America and Europe.
Disclaimer:
Not all products and services are available in all jurisdictions or countries
International Wealth Management
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.
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.
Morgan Stanley IWM Spanish Brochures
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.
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.
Morgan Stanley IWM Spanish Brochures
Location
399 Park Ave 12th
Fl
New York, NY 10022
US
Direct:
(212) 307-2953(212) 307-2953
Toll-Free:
(800) 468-0019(800) 468-0019
Fax:
(646) 862-9735(646) 862-9735
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
Rational Investing in an Age of Uncertainty
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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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Ready to start a conversation? Contact Evelyn Garcia today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2An investment in an exchange-traded fund (ETF) involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor’s ETF shares, if or when sold, may be worth more or less than the original cost.
Investors should carefully consider the investment objectives, risks, charges and expenses of an exchange-traded fund (ETF) before investing. The prospectus contains this and other information about the ETF. To obtain a prospectus, contact your Financial Advisor or visit the ETF company’s website. Please read the prospectus carefully before investing.
3Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
4GlobalCurrency 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.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2An investment in an exchange-traded fund (ETF) involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor’s ETF shares, if or when sold, may be worth more or less than the original cost.
Investors should carefully consider the investment objectives, risks, charges and expenses of an exchange-traded fund (ETF) before investing. The prospectus contains this and other information about the ETF. To obtain a prospectus, contact your Financial Advisor or visit the ETF company’s website. Please read the prospectus carefully before investing.
3Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
4GlobalCurrency 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.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
