Marco Narváez

Marco Narváez is an Executive Director and Financial Advisor at Morgan Stanley, where he works with families, founders and business owners, with an emphasis on multigenerational wealth needs. With 18 years of financial services experience, Marco brings a thoughtful, relationship-driven approach to helping clients navigate the financial decisions that can affect their lives, their families and future generations.

For Marco, financial advice is deeply personal. Born in Florida to Nicaraguan parents and raised for part of his childhood in Nicaragua, he developed an early appreciation for the role finance can play in families, communities and major life transitions. His fluency in Spanish and his understanding of diverse family dynamics help him communicate clearly and thoughtfully with clients as they consider important decisions.

Marco seeks to understand not only a client’s balance sheet, but also the purpose behind their wealth. He helps clients think through the intent of their assets, the emotions that may accompany significant financial decisions, and the impact those choices may have on spouses, children and future generations. His work often includes investment management, estate planning strategies and multigenerational planning.

Marco strives to keep his practice intentionally focused, allowing him to provide attentive service and meaningful dialogue with the families he works with. Whether supporting wealth creators, business owners considering a transition, or families preparing the next generation to understand wealth and responsibility, Marco aims to serve as a thoughtful sounding board and steady resource for important financial conversations.

Marco is a graduate of the University of Virginia, where he earned degrees in Economics and Foreign Affairs. Outside of work, he lives in Golden, Colorado with his wife, Kalie, and their two daughters, Stella and Mia. He enjoys spending time with his family, biking, skiing and golfing.