Juan Aillon
International Registered Client Service Associate
Phone:
(305) 533-0239(305) 533-0239
Nicolas Boker
Executive Director, Wealth Management,
International Client Advisor
Direct:
(305) 908-8356(305) 908-8356
My Mission Statement
My mission is to guide high net worth individuals across Latin America in building, preserving and transferring wealth with clarity and purpose. We combine regional insight with a global investment perspective to deliver sophisticated and personalized wealth management solutions. The pillars to achieve this are through a disciplined strategy, transparency and trust to create a strong relationship for future generations.
My Story and Services
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to highly seasoned and respected investment professionals, a premier trading and execution platform, and a full spectrum of investment choices.
Securities Agent: DE, MA, SC, IL, MD, LA, PA, DC, CT, CA, SD, NV, CO, FL, WY, VA, TX, NJ, MI, GA, NY, NC; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
International Client Resources
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.
Investments for International Clients
When making investment decisions, it's crucial to consider a variety of factors such as beta, alpha, current interest rates, and the status of the economic cycle. Additionally, the tax implications of investments have become increasingly significant in shaping these decisions. To explore these considerations further and enhance your investment strategy, I invite you to click the link below for more detailed insights and resources.
Learn More
Your Sustainable Investing Journey
Leveraging extensive wealth management and institutional expertise, your Morgan Stanley International Client Advisor is equipped to provide the resources and insights necessary to develop a comprehensive strategy. This strategy is designed to align your financial objectives with your personal Environmental, Social, and Governance (ESG) goals. For more information and to explore how we can support your financial journey, please click the link below.
Learn More
Wealth Planning Considerations for Argentina
By leveraging Morgan Stanley's global resources and intellectual capital, we provide tailored solutions to help clients achieve their personal, familial, and community objectives. This report, part of a series developed with local law firms, aims to educate our clients on jurisdictional matters. I encourage you to explore the brochure linked below for more detailed insights.
Learn More
Wealth Planning Considerations in Brazil
Morgan Stanley's International Wealth Management Wealth Planning Brochure provides guidance on wealth planning considerations in Brazil, detailing important aspects such as tax rules, family and succession aspects, and roles of international client advisors.
Learn MoreKnowledge Center
Explore timely market commentary and thought leadership from Morgan Stanley's Global Investment Committee and Global Investment Office. Our experts provide in-depth analysis and insights on current market trends, economic developments, and investment strategies. This resource is designed to keep you informed and help you make well-informed decisions in a rapidly changing financial landscape. We invite you to delve into these expert perspectives to enhance your understanding and approach to investment opportunities.
On the Markets
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
See the Report
Global Investment Office
The Morgan Stanley Global Investment Office provides you with world-class thought leadership timely market commentary, and portfolio ideas to help guide your investment decisions.
Morgan Stanley Portfolio Insights
The GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Access The GIC Weekly
Thoughts on the Market Podcast
Short, thoughtful takes on recent events in the markets, every weekday from a variety of perspectives within Morgan Stanley.
Listen HerePlanning for Your Family's Financial Needs
As a high net-worth client, your situation is unique. The distinction of your wealth management needs lies within the complexity of your circumstance combined with your goals. With the tools and resources of Morgan Stanley's broader firm, we can provide the comprehensive guidance that is necessary for a high net-worth family.
Family Office Resources Fact Sheet
This fact sheet provides more information about Morgan Stanley's suite of Family Office Resources, touching upon the complex, multigenerational wealth management issues of high-net-worth families like yours, the evolution of your family's needs, and the moving parts to consider when putting the foundational elements in place.
Philanthropic Planning
Your philanthropic objectives are as personal as your vision of a better world. I can help you define and pursue your objectives, a considerable challenge when there are so many worthy causes and so many unmet needs.
Family Governance
It's extremely important to have a sound framework within which to make important family decisions, particularly for ultra high net worth families engaged in a common enterprise, such as running a family business, operating a family office, or simply investing together. I provide access to experts with the experience to help determine the optimal structures for your family.
Wealth Education
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's not always easy, but starting the conversation is a key step in long-term wealth planning.
Charitable Giving
Morgan Stanley Global Impact Funding Trust, Inc. (Morgan Stanley GIFT) can provide you with an overview of some of the common methods that individuals use to make charitable gifts, along with some important tips that you should keep in mind.
Location
200 S Biscayne Blvd
Ste 1100
Miami, FL 33131
US
Direct:
(305) 908-8356(305) 908-8356
Meet My Team
About Juan Aillon
Juan joined Morgan Stanley Private Wealth Management in 2016 and is dedicated to delivering exceptional service to clients and ensuring that their needs are met with attention to detail and care. Juan holds series 7 and 66 licenses.
Originally from Ecuador, Juan moved to the United States in 1999 and earned his B.B.A. in Management and Marketing and a M.B.A from Florida Atlantic University. Prior to joining Morgan Stanley, he was a Research Analyst for Global Research and Asset Management LLC and worked at Citibank.
Juan currently resides in Miami and enjoys movies, soccer and spending time with his friends and family.
Originally from Ecuador, Juan moved to the United States in 1999 and earned his B.B.A. in Management and Marketing and a M.B.A from Florida Atlantic University. Prior to joining Morgan Stanley, he was a Research Analyst for Global Research and Asset Management LLC and worked at Citibank.
Juan currently resides in Miami and enjoys movies, soccer and spending time with his friends and family.
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Nicolas Boker 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.
2Morgan 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.
3Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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.
2Morgan 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.
3Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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)
