Marco Antonio Olea
Executive Director, Wealth Management, International Client Advisor
Phone:
(305) 347-6207(305) 347-6207
Olea, Porzecanski & Candia Group at Morgan Stanley
Miami:
(305) 347-2063(305) 347-2063
Our Mission Statement
We partner with our clients in long-term, trusted financial advisory relationships to help them preserve and grow their wealth so they can achieve their lifetime goals.
Our Story and Services
We operate as a boutique within Morgan Stanley, providing our clients with a highly personalized service and tailoring solutions to their own specific needs. We are all experienced professionals with long tenures in multiple roles in wealth management who come from diverse international backgrounds.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Morgan Stanley is a global financial services firm that maintains significant market positions in each of its business segments—Institutional Securities, Wealth Management and Investment Management. The Company, through its subsidiaries and affiliates, provides its products and services to a large and diversified group of clients and customers, including corporations, governments, financial institutions and individuals. A summary of the activities of each of the segments follows:
Morgan Stanley's Institutional Securities business seeks to provide corporate, sovereign, investor and other institutional clients globally with best-in-class products and services. Our Investment Banking Franchise leads landmark transactions with financial advisory, equity and debt underwriting, and financing services. In our Equities, Fixed Income and Commodities businesses, we provide sales, trading, research, content and technology to a broad spectrum of clients.
Morgan Stanley Wealth Management is one of the largest wealth management firms in the world, with more than $2 trillion in client assets and more than 16,000 financial advisors. Our financial advisors deliver tailored solutions designed to help clients achieve their financial goals. We provide individuals, families, businesses and institutions with a wide variety of services: brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services.
Our Investment Management business consists of traditional asset management, merchant banking and real estate investing activities. As one of the largest global investment management organizations of any full-service financial services firm, we offer institutional investors, intermediary clients and individual investors a broad array of equity, fixed income and alternative investments, and merchant banking strategies.
Morgan Stanley's Institutional Securities business seeks to provide corporate, sovereign, investor and other institutional clients globally with best-in-class products and services. Our Investment Banking Franchise leads landmark transactions with financial advisory, equity and debt underwriting, and financing services. In our Equities, Fixed Income and Commodities businesses, we provide sales, trading, research, content and technology to a broad spectrum of clients.
Morgan Stanley Wealth Management is one of the largest wealth management firms in the world, with more than $2 trillion in client assets and more than 16,000 financial advisors. Our financial advisors deliver tailored solutions designed to help clients achieve their financial goals. We provide individuals, families, businesses and institutions with a wide variety of services: brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services.
Our Investment Management business consists of traditional asset management, merchant banking and real estate investing activities. As one of the largest global investment management organizations of any full-service financial services firm, we offer institutional investors, intermediary clients and individual investors a broad array of equity, fixed income and alternative investments, and merchant banking strategies.
Location
200 S Biscayne Blvd
13th Floor
Miami, FL 33131
US
Direct:
(305) 347-2063(305) 347-2063
Meet Olea, Porzecanski & Candia Group
Gabriel Porzecanski
Executive Director, Wealth Management, International Client Advisor
Phone:
(305) 347-2019(305) 347-2019
Carlos Candia
Executive Director, Wealth Management, International Client Advisor
Phone:
(305) 533-5480(305) 533-5480
Karina Pineda
Senior Registered Associate
Phone:
(305) 347-2063(305) 347-2063
About Marco Antonio Olea
Marco Antonio Olea is an Executive Director at Morgan Stanley Wealth Management and has over 20 years of experience in the financial services industry. Previous to joining Morgan Stanley he worked at Wells Fargo Advisors, Wachovia Securities, Lloyds TSB Bank plc and the National Fund for Regional Development.
Marco Antonio is originally from Bolivia. He graduated with a BA in Business Administration from Gabriela Mistral University (Santiago, Chile) and earned a Master’s in Finance degree at Imperial College Business School (London, UK). Marco Antonio is married with three children and enjoys playing and composing music.
Marco Antonio is originally from Bolivia. He graduated with a BA in Business Administration from Gabriela Mistral University (Santiago, Chile) and earned a Master’s in Finance degree at Imperial College Business School (London, UK). Marco Antonio is married with three children and enjoys playing and composing music.
Securities Agent: NY, NJ, GA, FL, MT, TX, NC, MO, MA, DE, SD, OR, WY, CA, MN; General Securities Representative; Investment Advisor Representative
NMLS#: 2256767
NMLS#: 2256767
About Gabriel Porzecanski
Gabriel Porzecanski is an Executive Director at Morgan Stanley Wealth Management. Previous to joining Morgan Stanley he gained experience in a span of 3 decades in wealth management, investment banking and capital markets at Wells Fargo Advisors, HSBC Private Bank, Citigroup, Banco Santander and Bank Boston working in the U.S., Europe, Asia and Latin America.
Gabriel is a board member and former President of the Beth David Congregation, a synagogue and school in central Miami. He is originally from Uruguay and graduated with a BA in Economics from the Hebrew University of Jerusalem and earned an MBA at the University of North Carolina at Chapel Hill. Gabriel is married with three children and enjoys competitive sailing.
Gabriel is a board member and former President of the Beth David Congregation, a synagogue and school in central Miami. He is originally from Uruguay and graduated with a BA in Economics from the Hebrew University of Jerusalem and earned an MBA at the University of North Carolina at Chapel Hill. Gabriel is married with three children and enjoys competitive sailing.
Securities Agent: GA, LA, SD, DE, NV, NJ, MA, CA, FL, TX, WY, OR, NC, NY, MT, MO; General Securities Representative; Investment Advisor Representative
NMLS#: 2269987
NMLS#: 2269987
About Carlos Candia
Carlos Candia is an Executive Director at Morgan Stanley Wealth Management. For the past 16 years and prior to joining Morgan Stanley, Carlos developed and managed a wealth management book of business focused in Latin America working for Wells Fargo Advisors, HSBC Private Bank and UBS Private Bank. In this capacity he has extensive experience in the region working out of New York, Zurich and Miami, where he is based today.
Carlos is originally from Bolivia, holds a BA in Economics from The University of Chicago and speaks English, Spanish and Portuguese fluently. Carlos is married with two children, is an Ironman 70.3 triathlete and an avid golfer.
Carlos is originally from Bolivia, holds a BA in Economics from The University of Chicago and speaks English, Spanish and Portuguese fluently. Carlos is married with two children, is an Ironman 70.3 triathlete and an avid golfer.
Securities Agent: OH, MT, NJ, SD, NC, IL, MA, CA, WY, TX, MD, CT, UT, PA, FL, TN, GA, DE, MO, NY, OR; General Securities Representative; Investment Advisor Representative
NMLS#: 470401
NMLS#: 470401
About Karina Pineda
Karina Pineda is a Senior Registered Associate at Morgan Stanley Wealth Management with over 25 years of experience in the industry. Before joining Morgan Stanley, she worked at Wells Fargo Advisors, ABN AMRO Bank, Bankers Trust and Citibank Private Bank.
Karina is originally from Colombia. She is a graduate of Florida International University in Miami, FL with a BA in Finance and also attended the Personal Financial Planner program at the University of Miami. Karina is an avid runner, having finished several full marathons and trail ultra-marathons throughout the US, Europe and South America. She is the proud mother of two children.
Karina is originally from Colombia. She is a graduate of Florida International University in Miami, FL with a BA in Finance and also attended the Personal Financial Planner program at the University of Miami. Karina is an avid runner, having finished several full marathons and trail ultra-marathons throughout the US, Europe and South America. She is the proud mother of two children.
Contact Marco Antonio Olea
Contact Gabriel Porzecanski
Contact Carlos Candia
Wealth Management
Global Investment Office
Portfolio Insights
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
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
Article Image
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
Article Image
Ready to start a conversation? Contact Olea, Porzecanski & Candia Group today.
1Alternative 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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.
4Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
5Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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.
6Structured 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.
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.
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.
8Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
9Participating in a new issue/syndicate is subject to availability. IPOs are highly speculative and may not be appropriate for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less-experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.
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 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.
3Morgan 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.
4Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
5Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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.
6Structured 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.
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.
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.
8Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
9Participating in a new issue/syndicate is subject to availability. IPOs are highly speculative and may not be appropriate for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less-experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.
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)
