Gilberto Castro
My Mission Statement
My Story and Services
Nacido en Caracas, Venezuela, Gil pasó la mayoria de su vida en Miami, Florida, donde todavía vive hoy y, por eso, habla inglés y español con fluidez. Es un miembro activo de su comunidad, donde ayuda en la Iglesia católica de St. Agnes. En su tiempo libre, Gil disfruta pasar tiempo con su esposa Cristina y sus hijos Diego y Andrea.
ENGLISH: Gilberto "Gil" Castro is an International Client Advisor who has worked for Morgan Stanley since 2013. Prior to joining the firm, he attended Florida International University and earned a Bachelor of International Business in 2002 and a certification in Securities, Markets, and Regulation Training from the University of Miami School of Business Administration in 2011. Following his graduation, he worked for Bank Boston and Santander Private Bank, both in Miami, Florida. In 2013, he joined the FAA program at Morgan Stanley, and has been here ever since.
Born in Caracas, Venezuela, Gil grew up in Miami, Florida, where he still lives today, and, as a result, is fluent in both English and Spanish. He is an active member of his local community where he helps at Saint Agnes Catholic Church. In his free time, Gil enjoys spending time with his wife, Cristina, and his children, Diego and Andrea.
- Alternative InvestmentsFootnote1
- Business Succession PlanningFootnote2
- Cash Management and Lending ProductsFootnote3
- Certificates of DepositFootnote4
- Corporate BondsFootnote5
- Exchange Traded FundsFootnote6
- Financial PlanningFootnote7
- Foreign ExchangeFootnote8
- Professional Portfolio ManagementFootnote9
- Structured ProductsFootnote10
- Trust AccountsFootnote11
- UGMA/UTMAFootnote12
- Wealth PlanningFootnote13
- Wealth ManagementFootnote14
NMLS#: 1262224
Our Philosophy
We believe no one should have to build wealth twice. We are committed to "patient, steady capital" -- a long term investment process built for full market cycles. Those who stay the course, we believe, will be rewarded for their patience and hard work.
Of course, the journey is not always smooth sailing. We recognize that when large market moves occur, up or down, emotions may overrun logic. That is why we believe in a process that is clear and inspires confidence. A process you understand and believe in is one you can stick with over the long term and achieve your objectives as life changes.
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International Wealth Management
International Wealth Management was founded on the promise of doing first-class business in a first-class way. We remain proud of our value proposition and are deeply committed to delivering a comprehensive wealth management offering to our clients. We serve among the world's most capitalized institutions, and stand as one of the largest wealth management firms in the world.
Client Service Team
In his current role as a Registered Client Service Associate at Morgan Stanley Smith Barney, LLC, Daniel supports International Wealth Advisor teams in investment management and service-oriented duties. He develops and oversees asset allocation models, identify market trends, and manage client portfolios to maximize long-term returns while managing risk. Outside of work, Daniel enjoys traveling, cycling, running, and coffee.
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2Morgan 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.
3Morgan 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
4Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
6An 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.
7Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
8GlobalCurrency 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.
9Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
10Structured 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.
11Morgan 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 and other legal matters.
12Morgan 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 and other legal matters.
13Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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.
14Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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