Forbes: Best-In-State Wealth Management Team 2025

Morgan Stanley serves many of the world’s most sophisticated investors, and our firm is one of the nation’s leading firms to help clients with their personal wealth. As your Financial Advisors, we have experience with the unique challenges, styles and strategies that distinguish wealthy investors. We will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.



2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period from 3/31/23–3/31/24.
https://mgstn.ly/3fQYK3h
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Awards, Licenses, Certifications, and Designations

Tab Image

Thanks to the unwavering commitment to helping clients and families achieve their investment goals, members of our Group have been awarded the following industry awards and recognitions:

Team

2024 Forbes Best-In-State Wealth Management Teams Ranking

2024 Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

Eduardo Oliva

Master's Club Member
2024 Forbes Best in State Wealth Advisor

2024 Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award

Manuel Rivero

Master's Club Member
2022 Forbes Best in State Wealth Advisor
2023 Forbes Best in State Wealth Advisor
2024 Forbes Best in State Wealth Advisor

2022-2024 Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded 2022, 2023, 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

Michael Fava

CIMA® Designation
MS Family Wealth Advisor Designation
2024 Forbes Best-In-State Top Next-Gen Wealth Advisors

Source: Forbes (Awarded August 2024). Data compiled by SHOOK Research LLC based on time period from 3/31/23 – 3/31/24.

Conner Vernon

Global Sports & Entertainment Director

Insights for Market Research

Our group is here to help you navigate the current market environment and what it means for portfolios. These are some resources meant to transform complex financial analysis and research into concise and easily digestible content. The links below offer insight into the modern market and economic landscape.
    Icon Image
    On the Market
    Market Insights available to help articulate the capabilities of Morgan Stanley as the destination of choice for latest on the market.
    Monthly On the Markets
    Icon Image
    Global Investment Committee Weekly Report
    Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
    Weekly Report
    Icon Image
    Private Markets
    Many of today's companies stay private longer, with more of their valuation being created before they become publicly traded. Morgan Stanley Private Markets connects a broad network of potential private investors in an accessible ecosystem, allowing eligible clients to buy and sell securities of private companies.
    Morgan Stanley Private Markets
    Icon Image
    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
    Alternative Investments - (photo) - DO NOT EDIT CONTENT - MUST USE AS IS
    Alternative Investments
    Our leading alternatives platform offers 200+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals-based approach for asset allocation.
    Morgan Stanley Alternative Investments
    Icon Image
    Strategies to Finance Your Business
    Take a deep dive into how different strategies to finance your business that you can start to leverage today.
    Read more here

Wealth Management Spanish 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.

GSE Resources

The mission of our Sports and Entertainment practice is to deepen and broaden our existing client relationships in the Entertainment Industry by creating a greater awareness of our wealth management capabilities as it relates to the complexity of their lives. The Oliva, Rivero & Fava Group can help you navigate these complex situations.

Morgan Stanley Global Sports & Entertainment, a division committed to serving the complex financial needs of professional athletes and entertainers. The division was created because every sports and entertainment profession is unique, with its own characteristics, earnings profile and career span. Our clients need Sports and Entertainment Directors who know the industry and how money flows from their work to their wallet.

Sports and Entertainment Directors were chosen for their advanced experience working in very specific fields. In our case, it’s actors, screenwriters, directors and musicians. We understand the unique financial challenges of entertainers and can help craft customized financial strategies that are tailored to their specific needs. Delivering the powerful resources of Morgan Stanley, one of the world’s leading financial services firms, we work to translate our client's goals into a financial strategies designed to help grow assets, preserve wealth and ensure a successful financial life and legacy.

Please reference below for resources and capabilities from Morgan Stanley and The Oliva, Rivero & Fava Group:

Location

200 S Biscayne Blvd
Ste 1100
Miami, FL 33131
US
Direct:
(305) 376-8558(305) 376-8558
Toll-Free:
(800) 327-0273(800) 327-0273

Meet Oliva, Rivero & Fava

About Eduardo Oliva

Eduardo Oliva, born in Santiago, Cuba, is a Executive Director, Senior Portfolio Manager, International Wealth Advisor, and Financial advisor, leverages over 30 years of experience helping clients by providing more than just investment advice. Since 1985, he holds the CERTIFIED FINANCIAL PLANNER™(CFP®) designation to offer clients an array of personalized services with a goal of being able to pursue their unique goals.

With a Bachelors of Business Administration (B.B.A.) degree from Mercer University, Eduardo has been lengthy experience in the Finance industry. Since joining Morgan Stanley 30 years ago, his focus is to help you achieve and maintain the financial independence you’ve worked for your whole life to achieve. Along with his CFP® designation, he holds the Series licenses 7 since 1983, showing his tenured commitment to his clients.

Outside of work, Eduardo enjoys physical activities, including marathon running, mountaineering, snow skiing/boarding, ziplining, water skiing, surfing, advanced scuba diving, and more. He is also passionate about visiting new nature destinations around the world, noting the Grand Canyon, Machu Pichu, Stonehenge, Burma Jungle, and Amazon River. As a community participant, Eduardo is a Board Member/Volunteer for Non-Profit school of MCA academy since 2016, Big Brothers and Sisters of America, 10 year State of Florida Guardian Ad-Litem volunteer, and Junior girls softball volunteer coach.
Securities Agent: MD, IL, FL, CO, TN, IA, CA, MA, RI, NV, PR, WI, NY, DC, DE, MI, VA, SD, NC, NJ, GA, OH; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 2305961

About Manuel Rivero

Manuel Rivero, born and raised in Miami, FL, is a Executive Director, Senior Portfolio Manager, International Wealth Advisor, Alternative Investment Director, and Financial advisor, leverages over 30 years of experience helping clients create a financial journey.

In March 1994, Manny embarked on a career journey with Morgan Stanley, where dedication and attention to detail propelled him through various roles. Prior to joining his advising role, he honed managerial skills as a Sales Manager at Smith Barney from 2005 to 2009. To best serve his international clientele, he holds Series Licenses, 7, 63, 65, Commodities Series License 3, and Securities Supervisor Licenses 9 & 10, showing his commitment to professional development and regulatory compliance.

Beyond the world of finance, Manny finds joy in coaching youth sports, including football, basketball, and softball, as well as cheering his children in competitions. As an avid sports fan, he relishes time spent on the water, especially boating or diving. To get a well-rounded approach to both work and life, fitness is a priority in his weekly routine, along with enjoying the company of his loving dogs.
Securities Agent: CO, MI, OH, WA, RI, GA, NC, MA, FL, NJ, VA, NY, MD, IL, NV, WI, IA, SD, TN, DE, CA, PR; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 2310205

About Michael N. Fava

Michael Fava, a Miami native with Chilean heritage, cultivated a strong foundation in business with a B.S.B.A in Business Administration and a minor in Real Estate from the University of Central Florida. His pursuit of excellence led him to earn an M.B.A. from Nova Southeastern University, further enhancing his business acumen. Michael's dedication to continuous learning took him to the prestigious Yale School of Management, where he immersed himself in Investment Management Theory and Practice, culminating in the acquisition of the Certified Investment Management Analyst® designation from IMCA.

Joining Morgan Stanley in 2011 marked the beginning of Michael's remarkable journey in the financial sector. Rising through the ranks, he achieved the distinguished title of Senior Vice President, showcasing his commitment and expertise. Within Morgan Stanley, Michael's roles as a Financial Advisor and International Client Advisor underscored his ability to navigate complex financial landscapes with finesse. His leadership was evident in positions such as Alternative Investment Director and Family Wealth Advisor, where he provided strategic guidance and personalized solutions to his clients.

Prior to his tenure at Morgan Stanley, Michael gained invaluable insights while working as an analyst in the insurance industry, laying a solid groundwork for his future endeavors. Beyond his professional pursuits, Michael finds joy in nurturing his family bonds and actively participating in his children's little league sports as a coach. His commitment to an active lifestyle is evident in his dedication to fitness, from intense workouts to distance running. An avid sports fan, Michael's interests extend to football, tennis, and golf, reflecting his passion for both competition and camaraderie. Additionally, he embraces the exploration of new cultures through travel and culinary adventures, enriching his life with diverse experiences and flavors.
Securities Agent: IA, PR, SD, NV, DE, VA, DC, NJ, WI, OH, MA, IL, CO, TN, RI, MI, FL, CA, NY, MD, GA, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 1674808

About Conner Vernon

Conner Vernon's journey epitomizes a seamless transition from the gridiron to the realm of finance. Graduating from Duke University with a Bachelor of Arts in English and a minor in Visual Studies, with a focus on Global Sport and Entertainment, Conner's academic pursuits laid a unique foundation for his career. Armed with Series 7, 66, and insurance licenses, Conner's entry into the financial world was marked by a stint in the National Football League (NFL), where he showcased his athletic prowess with the Oakland Raiders, Cleveland Browns, Cincinnati Bengals, and Detroit Lions. His stellar performances on the field, including earning accolades such as 1st team All-ACC and Freshman All-American, established him as a standout athlete in collegiate football.

Transitioning seamlessly into the financial arena, Conner embarked on a career path as a Financial Advisor and Global Sport and Entertainment Associate Director at Morgan Stanley. Leveraging his interpersonal skills and leadership qualities, Conner adeptly assesses clients' financial needs, providing tailored guidance and fostering lasting relationships. His creative mindset, coupled with a strong academic background, enables him to navigate complex financial landscapes with finesse. Conner's innate ability to thrive in a team environment, coupled with his self-starting nature and efficient problem-solving skills, positions him as a valuable asset in the financial advisory realm.

Beyond his professional pursuits, Conner's personal interests reflect his multifaceted nature. A fervent passion for sports, coupled with a love for travel, fine dining, and music, underscores his dynamic lifestyle. Whether hitting the gym or exploring new culinary experiences, Conner embraces life with enthusiasm and vigor, embodying a well-rounded approach to both work and leisure.
Securities Agent: TN, GA, NJ, NY, CA, WI, PR, MD, MA, DE, NC, IA, VA, MI, SD, IL, FL, CO, RI, OH, NV; General Securities Representative; Investment Advisor Representative
NMLS#: 2458676

About Yanitsa Jimenez

Experienced in the Financial Services Industry since 2005
Series 7, 31, and 66 licensed
Attended Florida Atlantic University
Primary point of contact for clients and whose responsibilities include Account opening, account maintenance.
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
4 Financially Smart Ways to Take Money Out of Retirement Accounts
Article Image

4 Financially Smart Ways to Take Money Out of Retirement Accounts

Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

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
2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
Article Image

2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

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
Taking Control of Your Finances After Death of a Spouse
Article Image

Taking Control of Your Finances After Death of a Spouse

Financial planning after a divorce or death can be trying, but with the right approach and the right advice you can turn a difficult situation into empowerment.

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

Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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

Donor Advised Funds: A Smart Way to Manage Your Giving 

There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.

Wealth Management for Athletes and Entertainers

Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
  • Investment Management
  • Wealth Transfer & Philanthropy
  • Private Banking Solutions
  • Family Governance & Wealth Education
  • Lifestyle Advisory
You are your Own CEO: Build a Dream Team for Your Career
Article Image

You are your Own CEO: Build a Dream Team for Your Career

Assembling a team of trusted professionals to manage your career—and your money—is essential to help best position you to thrive. Here’s how.
Ready to start a conversation? Contact Oliva, Rivero & Fava today.
Market Information Delayed 20 Minutes
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.

Back to top



2Morgan 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

Back to top



3Morgan 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.

Back to top



4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

Back to top



5Morgan 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.

Back to top



6Morgan 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.

Back to top



7Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

Back to top



8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

Back to top



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)