Juan Carlos Mayol
Senior Vice President, Wealth Management, Financial Advisor, Portfolio Manager, Alternative Investments Director
Phone:
(305) 376-2401(305) 376-2401
The MA+CH Group at Morgan Stanley
Direct:
(305) 376-2403(305) 376-2403
Toll-Free:
(800) 327-0273(800) 327-0273
Our Mission Statement
We strive to find the most prudent and suitable solutions to meet our clients’ lifetime and legacy goals through a structured and disciplined process.
Advice Matters
We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are appropriate for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that helps meet your lifestyle and legacy goals.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Intellectual Capital
With decades of financial service experience, we have the skills, knowledge, and insights, coupled with the vast resources of Morgan Stanley to help bridge the gap between the real world challenges you face and the investment world that drives financial decisions.
Global Investment Committee
The Morgan Stanley Wealth Management
Global Investment Committee (GIC) continually
monitors developing economic and market
conditions, reviews tactical outlooks,
recommends model portfolio weightings, and
also produces a suite of strategy, analysis,
commentary, other reports and broadcasts.
Learn more about the GICGlobal Investment Committee (GIC) continually
monitors developing economic and market
conditions, reviews tactical outlooks,
recommends model portfolio weightings, and
also produces a suite of strategy, analysis,
commentary, other reports and broadcasts.
Global Investment Manager Analysis
The Global Investment Manager Analysis (GIMA) team engages with a broad array of investment managers to identify high-quality strategies for your portfolio.
Learn more about GIMA
Alternative Investments
Alternative investments describe a spectrum of strategies that cannot be accessed through traditional fixed income and equity markets. These strategies have the potential to help lower volatility and increase diversification in clients’ portfolios.
Learn more about Alternative Investments
Morgan Stanley Research
Morgan Stanley finds itself at the forefront of economic research. Take a look at the link below to access some of the firm's top insights and findings.
Access Morgan Stanley ResearchOur Process
Here at the MA+CH Group, we bring years of diverse financial experience to the table, and we are proud to show what sets us apart in the field of wealth management. Our client-centric approach allows us to provide solutions to High Net Worth and Ultra High Net Worth individuals and families who seek to meet their financial objectives for their life and legacy.
International Wealth Management
In addition to being experienced domestic Financial Advisors, we have spent decades working across the globe servicing international clients. As a result, our team is quite multilingual and is ready to conduct business in English, Spanish, Cantonese, German, French, and Italian.
Intellectual Capital
We advise clients based on our knowledge and experience in the industry, while relying on the Firm's intellectual capital and resources, such as the Global Investment Committee, the Global Investment Manager Analysis Team, and BlackRock's Portfolio Risk Platform for relevant and timely economic and market perspectives.
Goal-Oriented Approach
The MA+CH Group practices a goal-oriented approach that is based on each client's unique set of goals. These goals are determined by the client's life stage, risk profile, net worth, time horizons, liquidity and income needs, and values. These factors are all taken into consideration prior to developing your personalized financial plan.
Broad Range of Services
We offer a truly wide array of services including traditional asset classes, active and passive strategies, alternative investment solutions, sustainable investment alternatives, advisory and brokerage platforms, discretionary and non-discretionary alternatives, risk management, lending solutions, insurance solutions, estate and wealth transfer planning strategies, family office capabilities, and philanthropy.
Valuable Tools and Resources
We believe financial education leads to better insights into our investment strategy and discipline, and ultimately, better long-term decisions. As a result, we are committed to providing you with important information about managing your wealth more effectively in today’s global markets.
We have assembled the following resources that reinforce the fundamental investment strategies and concepts of our practice. We’ve provided links to these materials, where available, and hope you’ll return often to learn more about the topics that impact your overall wealth.
We have assembled the following resources that reinforce the fundamental investment strategies and concepts of our practice. We’ve provided links to these materials, where available, and hope you’ll return often to learn more about the topics that impact your overall wealth.
Addressing Cybercrime
In a world that is now more virtual than ever, staying safe online is nothing short of paramount. Take advantage of these helpful hints on how to tell if you've been hacked.
Learn how to detect hacking
Lessons in Leadership
Morgan Stanley frequently invites influential figures in the sports, music, and entertainment industries to give talks regarding their careers and experiences with leadership.
Register for the next presentationThoughts on the Market Podcast
With perspectives on the forces shaping the market, join Morgan Stanley's Chief Investment Officer and Chief US Equity Strategist as he and his colleagues discuss their viewpoints regarding the latest trends in the financial marketplace.
Check out the latest episode
MS Reserved
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Learn more about MS Reserved
Signature Access
Signature Access, the highest tier of Morgan Stanley’s complimentary loyalty program Reserved Living & Giving, gives clients with $10 million or 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
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 your Digital Vault
Online Security Center
Safeguarding your assets and personal information is paramount to us here at Morgan Stanley. Learn about our extensive security measures and take advantage of our numerous resources and ideas that are geared towards helping you stay protected on the World Wide Web.
Learn more about the Online Security CenterModern Wealth Management Tools and Resources
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.
Morgan Stanley Online
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.
Learn more about Morgan Stanley Online
Total Wealth View
Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.
Learn more about Total Wealth View
Goals-Based Planning
Working with Morgan Stanley and its advanced wealth management technology is an ideal way to access advice and build a coherent wealth plan. Read more about the advantages of working with our unique planning technology to help reach your financial goals, whatever they may be.
Learn more about Goals-Based PlanningPortfolio Risk Platform
Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state-of-the-art, innovative risk engine used by several of the world’s largest institutional asset managers, providing you with comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios. This helpful tool can assist you in making educated investment decisions with increased confidence.
Learn more about the Portfolio Risk Platform
LifeView
LifeView is a suite of planning tools that creates a realistic, integrated strategy meant to incorporate aspects of an individual’s financial life, including investments and cash management needs. It also provides progress-to-goals reporting which illustrate complex planning strategies.
Access the LifeView Risk Tolerance QuestionnaireDigital 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 your Digital VaultLocation
200 S Biscayne Blvd
Ste 1200
Miami, FL 33131
US
Direct:
(305) 376-2403(305) 376-2403
Toll-Free:
(800) 327-0273(800) 327-0273
Fax:
(305) 376-8545(305) 376-8545
Meet The MA+CH Group
Senior Vice President, Wealth Management, Financial Advisor, Portfolio Manager, Alternative Investments Director
Phone:
(305) 376-2403(305) 376-2403
Luis E. Campodonico, Portfolio Associate, Senior Client Service Associate
Phone:
(305) 347-2091(305) 347-2091
About Juan Carlos Mayol
Juan Carlos Mayol is a Senior Vice President, Portfolio Manager, Alternative Investments Director, and Financial Advisor who began his career in the financial services industry in 1986 at E.F. Hutton & Co. Prior to joining Morgan Stanley in 2018, Juan Carlos spent many years in the International Wealth Management Division at UBS and as a Managing Director and Chairman's Council Member at Citigroup. Juan Carlos graduated with both a Bachelor Degree in Finance and an Associate Degree in Management from Bentley University and previously attended a summer preparatory program at Georgetown University. He also received his MBA from The University of Michigan - Ann Arbor.
Juan Carlos was born and raised in San Juan, Puerto Rico, and, as a result, is fluent in both English and Spanish. Since entering the industry, he has become FINRA-registered and now holds his Series 7, 31, 53, 63, and 66 licenses, along with licenses for life insurance, health insurance, and variable annuities. He currently lives in Miami, Florida.
Juan Carlos was born and raised in San Juan, Puerto Rico, and, as a result, is fluent in both English and Spanish. Since entering the industry, he has become FINRA-registered and now holds his Series 7, 31, 53, 63, and 66 licenses, along with licenses for life insurance, health insurance, and variable annuities. He currently lives in Miami, Florida.
Securities Agent: DE, TX, FL, CA, PR, DC, NY, MI, PA, GA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2148362
NMLS#: 2148362
About Susu Cheung
Susu Cheung is a Senior Vice President, Portfolio Manager, Alternative Investment Director, and Financial Advisor at Morgan Stanley since her transition from UBS in 2018. Her diverse career prior to joining Morgan Stanley includes valuable experiences across various firms in the United States and Switzerland. Originally from Hong Kong, Susu brings a unique global perspective to her role, with proficiency in four languages: English, Spanish, German, and Cantonese
.
She graduated with a bachelor’s degree in finance from Florida International University and an MBA from the University of Miami. Susu has obtained her Series 7, 63, and 65 licenses, and is also licensed in life, health, and variable insurance ensuring she can offer a wide range of financial planning services to meet the diverse needs of her clients.
Outside of work, she enjoys traveling, running, and entertaining. Her background, experience and lifestyle make Susu a versatile member of the Morgan Stanley team, committed to providing top-notch financial advice and services to her clients.
.
She graduated with a bachelor’s degree in finance from Florida International University and an MBA from the University of Miami. Susu has obtained her Series 7, 63, and 65 licenses, and is also licensed in life, health, and variable insurance ensuring she can offer a wide range of financial planning services to meet the diverse needs of her clients.
Outside of work, she enjoys traveling, running, and entertaining. Her background, experience and lifestyle make Susu a versatile member of the Morgan Stanley team, committed to providing top-notch financial advice and services to her clients.
Securities Agent: FL, DC, TX, DE, PA, NY, MI, GA, CA, PR; General Securities Representative; Investment Advisor Representative
NMLS#: 2148363
NMLS#: 2148363
Contact Juan Carlos Mayol
Contact Susu Cheung
Wealth Management
Global Investment Office
Portfolio Insights
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
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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
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
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Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
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Ready to start a conversation? Contact The MA+CH Group 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.
2Morgan 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.
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
4Alternative 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.
5Morgan 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.
6Morgan 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.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
2Morgan 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.
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
4Alternative 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.
5Morgan 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.
6Morgan 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.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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)
