Juan Eduardo Lecaros
My Mission Statement
My Story and Services
Juan began his career in 2010 as an equity analyst and later moved to sales and trading, deepening his expertise in company valuation, market dynamics and risk management—skills he now applies when recommending strategies aligned with each client’s objectives and risk tolerance. His service philosophy centers on thoughtful listening, disciplined analysis and clear communication. As part of a four-advisor team with more than 30 years of combined experience, he collaborates closely with colleagues so clients can access a broad range of Morgan Stanley resources.
Fluent in Spanish and English, Juan holds the Series 7, 51 and 63 licenses. He earned a finance degree from Universidad Adolfo Ibáñez in Santiago and an M.B.A. with a finance concentration from the University of New York.
Away from the office, Juan enjoys skiing, golf, hiking and exploring the arts. One of six siblings, he values the unity and support that close families provide.
NMLS#: 2857477
What We Provide
Our team combines their years of experience and knowledge to help clients of substantial wealth simplify and manage their complex financial lives so that their families can live the lifestyle that they wish. Our team's goal is to be an extension of your family.
Family Office Resources help clients and financial advisors utilize an expansive suite of highly specialized resources to address complex challenges of managing significant wealth so clients may make complicated decisions confidently.
When it comes to providing institutional-level support for your family office, scale matters. Our offering aims to bring together specialized investment services and operational support to enhance your life and legacy.
Financial Literacy means being empowered with the knowledge to make smart financial decisions during every stage of life. Discussing family finances is especially important with adult children, no matter their age. It is not always easy, but starting the conversation is a key step in long-term wealth planning.
For ultra-high net worth families involved in a shared enterprise—whether running a family business, managing a family office, or investing collectively—establishing a robust decision-making framework is essential. In other words, a well-defined family governance system provides the structure needed to guide choices and preserve unity.
Selling a business should be the reward for years of entrepreneurial savvy and hard work. Here's how to make the process go smoothly.
With you every step of the way. We analyze your tax and estate structures so that their tax characteristics are accurately incorporated in the asset allocation analysis performed for the client.
Your set of philanthropic objectives is as personal as your vision of a better world. Determining your objectives, however, can be challenging when there are so many worthy causes and so many unmet needs.
International Services
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.
What We Provide
Here at Morgan Stanley, we strive to simplify complex financial ideas so that our clients understand what is being done on their behalf to plan for their financial future. We are firm believers of giving our clients quality resources as possible so they can stay informed about the latest market trends, outlooks, and breakdowns. Morgan Stanley seeks to make complex financial ideas more digestible so that our clients understand what is being done on their behalf to plan for their financial future, and why.
Our team at Morgan Stanley has exclusive access to vast resources, combined with our unique capabilities, giving us the means to support your goals at every life stage. Our commitment to building, preserving and managing wealth of our clients forms the foundation of everything we do.
Liquidity events such as an initial public offering or a merger or acquisition may provide income and estate planning opportunities. Liquidity events also magnify the need to put in place or update certain essential estate planning documents. It is important to consider and implement income tax and wealth transfer strategies prior to a potential liquidity or sale event.
Executives today are increasingly compensated with stock or stock options. It is critical that an executive understands the risks of investing financial assets and the potential reward of preferential income tax treatment. The following is a general overview of some of the basic rules applicable to stock and stock options.
Our Team is highly skilled and experienced in providing clients with support through alternative investments. Learn how Morgan Stanley's comprehensive strategies, diverse talent and global resources can provide you with the opportunity to achieve your financial goals.
As a Morgan Stanley client, you have access to our dedicated Home Loans team, who will work with you to explore the right solution for your home financing needs.
Donor-advised funds (DAFs) offer a flexible way to manage charitable giving by allowing individuals to contribute assets and recommend grants to nonprofit organizations. They provide tax benefits and the ability to support causes over time. Morgan Stanley offers a platform for clients to manage DAFs, with options for investment and administrative support.
The tax decisions you make today can help you save for years to come. There are many tax smart strategies for your financial plan.
Digital Resources for Clients
Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this handy resource that is available 24/7.
Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, along with convenient connectivity.
Reserved Living & Giving is a tiered complimentary loyalty program that rewards clients with over one million dollars in assets and liabilities invested at the firm. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Detailed Market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Location
Portfolio Insights
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Investing
- Asset Management
- Wealth Planning
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Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
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- Special Needs Planning
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Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
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- Impact Investing
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.
4Morgan 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.
5Morgan 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.
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