Oscar Gomez Castilla
Executive Director,
Financial Advisor
Direct:
(786) 491-7369(786) 491-7369
My Mission Statement
Providing globally minded wealth and family office advice for ultra-high-net-worth individuals and multigenerational families -offering independent perspective, personalized guidance, and the unwavering commitment of a trusted relationship, backed by the global strength of Morgan Stanley.
My Story and Services
Oscar Gomez Castilla is dedicated to building lifelong relationships with successful entrepreneurs, business owners, executives, and multigenerational families. Since beginning his career in 2005, he has helped clients pursue their financial goals, navigate important life transitions, and preserve and grow wealth across generations. Oscar believes wealth management is most effective when it goes beyond investment advice and begins with understanding each client’s unique aspirations, values, family priorities, and long-term legacy. Grounded in trust, integrity, accessibility, and discretion, he strives to serve as a trusted advisor through every stage of a client’s financial journey.
With over 20 years of experience, Oscar’s international perspective enables him to advise globally minded clients whose financial lives span countries, cultures, and generations. He works closely with clients and their trusted advisors - including attorneys, family offices, and other professionals - to help coordinate investment, estate, tax, business succession, liquidity, and legacy planning strategies with their broader objectives.
Oscar’s practice is built on a simple principle: put clients first and do what is right. He’s committed to providing thoughtful guidance, proactive communication, and responsive service so clients feel confident knowing they have a reliable partner by their side. Oscar leverages a highly experienced team of professionals to help deliver tailored strategies, operational support, and access to the resources and thought leadership of Morgan Stanley. For Oscar, the most rewarding part of his work is making a meaningful difference in clients’ lives - whether helping them achieve a milestone, navigate complexity, or preserve a family legacy.
Giving back is also an important part of Oscar’s personal and professional life. He has supported nonprofit organizations including Build a House, the U.S.-Mexico Foundation, and Adelante, an organization focused on helping Latino families integrate and thrive in the United States. He believes success carries a responsibility to expand opportunity, foster inclusion, and contribute positively to the community. Family is the foundation of Oscar’s life. As the father of two children, he values spending quality time with his family and helping instill the values his parents passed on to him: integrity, hard work, perseverance, humility, and giving back.
Oscar earned his Master’s in Business Administration from Universidad Complutense de Madrid and has further strengthened his expertise through a joint executive education program in partnership with ESADE Business School, IE Business School, and London Business School, as well as the University of Miami’s SMART Program focused on advanced private banking and wealth management.
With over 20 years of experience, Oscar’s international perspective enables him to advise globally minded clients whose financial lives span countries, cultures, and generations. He works closely with clients and their trusted advisors - including attorneys, family offices, and other professionals - to help coordinate investment, estate, tax, business succession, liquidity, and legacy planning strategies with their broader objectives.
Oscar’s practice is built on a simple principle: put clients first and do what is right. He’s committed to providing thoughtful guidance, proactive communication, and responsive service so clients feel confident knowing they have a reliable partner by their side. Oscar leverages a highly experienced team of professionals to help deliver tailored strategies, operational support, and access to the resources and thought leadership of Morgan Stanley. For Oscar, the most rewarding part of his work is making a meaningful difference in clients’ lives - whether helping them achieve a milestone, navigate complexity, or preserve a family legacy.
Giving back is also an important part of Oscar’s personal and professional life. He has supported nonprofit organizations including Build a House, the U.S.-Mexico Foundation, and Adelante, an organization focused on helping Latino families integrate and thrive in the United States. He believes success carries a responsibility to expand opportunity, foster inclusion, and contribute positively to the community. Family is the foundation of Oscar’s life. As the father of two children, he values spending quality time with his family and helping instill the values his parents passed on to him: integrity, hard work, perseverance, humility, and giving back.
Oscar earned his Master’s in Business Administration from Universidad Complutense de Madrid and has further strengthened his expertise through a joint executive education program in partnership with ESADE Business School, IE Business School, and London Business School, as well as the University of Miami’s SMART Program focused on advanced private banking and wealth management.
Securities Agent: GA, CA, ND, MT, MS, LA, WY, TN, SC, NJ, NE, NC, MI, MA, KY, IN, NM, KS, VI, AL, VT, OR, OH, NY, MO, MN, IL, DE, CT, TX, NV, WA, MD, ID, AR, WI, SD, PR, PA, FL, VA, UT, ME, HI, AZ, AK, WV, RI, OK, NH, IA, DC, CO; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
INTERNATIONAL WEALTH MANAGEMENT
Our International Wealth Management (IWM) offering is designed for clients who reside outside the United States and want the resources of a U.S.-based wealth management platform. Through Morgan Stanley International Wealth Management, we focus on the sophisticated needs of high net worth and ultra-high net worth families, individuals and foundations, helping address the complex challenges that can come with managing wealth across borders, generations, cultures and changing market environments.
We work in close coordination with Morgan Stanley's integrated capabilities across Wealth Management, Investment Management and Institutional Securities to deliver expansive investment platforms, comprehensive wealth planning and cash management and lending solutions. Clients can work with our team on a brokerage basis, an advisory basis, or a combination of the two—and the relationship can be customized to fit preferences, including the level of investment discretion.
From Miami, our team is well-positioned to support global families, helping simplify cross-border financial complexity while pursuing long-term goals. International accounts and services are subject to jurisdictional rules and country-specific guidelines, and not all products and services are available in all jurisdictions or countries.
WHERE WE FIT IN
We advise accomplished business owners and senior executives with complex balance sheets—often including family office-style structures and significant assets tied to their companies.
Our approach is built for global families wherever they live and do business. We begin by developing a deep understanding of your personal and corporate priorities, then assemble the right Morgan Stanley specialists to help simplify complexity across investments, liquidity and long-term planning.
For executives, that often means helping you manage the challenges that come with concentrated stock and equity compensation—where tax, regulatory requirements and public perception all matter. We can help evaluate diversification and liquidity strategies in the context of your objectives, risk profile, time horizon and coordination with your outside tax and legal advisors. When appropriate, we can connect you to Morgan Stanley’s Executive Services capabilities, including 10b5-1 trading plans and Rule 144 support—an area where The Washington Service has ranked Morgan Stanley #1 for 21 years (based on Form 144 filings with the SEC from 2/1/2005–12/31/2024).
For business owners and family enterprises, we support pivotal moments—from preparing for a sale, merger, private transaction or succession planning, to building the structure and investment strategy designed to help preserve and deploy new wealth after a transition. We also focus on the day-to-day financial demands that can be just as critical at your level: cash flow and liquidity management, securities-based lending and other customized lending solutions, and help coordinating across multiple accounts and entities, so you have clearer visibility and control.
Not all products and services are available in all jurisdictions or countries. Morgan Stanley and its Financial Advisors and Private Wealth Advisors do not provide tax or legal advice; please consult your own tax and legal advisors before making any tax- or legal-related decisions.
Our approach is built for global families wherever they live and do business. We begin by developing a deep understanding of your personal and corporate priorities, then assemble the right Morgan Stanley specialists to help simplify complexity across investments, liquidity and long-term planning.
For executives, that often means helping you manage the challenges that come with concentrated stock and equity compensation—where tax, regulatory requirements and public perception all matter. We can help evaluate diversification and liquidity strategies in the context of your objectives, risk profile, time horizon and coordination with your outside tax and legal advisors. When appropriate, we can connect you to Morgan Stanley’s Executive Services capabilities, including 10b5-1 trading plans and Rule 144 support—an area where The Washington Service has ranked Morgan Stanley #1 for 21 years (based on Form 144 filings with the SEC from 2/1/2005–12/31/2024).
For business owners and family enterprises, we support pivotal moments—from preparing for a sale, merger, private transaction or succession planning, to building the structure and investment strategy designed to help preserve and deploy new wealth after a transition. We also focus on the day-to-day financial demands that can be just as critical at your level: cash flow and liquidity management, securities-based lending and other customized lending solutions, and help coordinating across multiple accounts and entities, so you have clearer visibility and control.
Not all products and services are available in all jurisdictions or countries. Morgan Stanley and its Financial Advisors and Private Wealth Advisors do not provide tax or legal advice; please consult your own tax and legal advisors before making any tax- or legal-related decisions.
Transaction of a Lifetime
If you have poured years—maybe even decades—of your life into building a business, the time to sell may come with mixed emotions. Figuring out what comes after this significant milestone can seem daunting.
Learn more
Concentrated Stock and Options Analysis
Designed for executives who have significant wealth in stock and options of their company, the Concentrated Stock and Options Analysis illustrates various valuations of holdings as well as hypothetical diversification scenarios.
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Building a Family Enterprise That Lasts
While building a successful family business is a remarkable accomplishment in its own right, positioning future generations to build on that foundation can be far more challenging. Many founders want to continue creating long-term wealth for their families even after their succession.
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Equity Award Analysis
Equity awards are a recognition of your hard work. Let’s help put them to good use. Leveraging an innovative analysis platform, our team provides strategy and perspective to help you maximize the impact of your equity.
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Morgan Stanley Family Office
When it comes to providing institutional-level support for your family office, scale matters. Our offering aims to bring together specialized investment services and operational support to enhance your life and legacy.
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Equity Compensation Tax Resources
Find tax-related insights for your equity compensation, register for exclusive events, access your tax forms, and more.
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Strategies to Finance Your Business
Whether your business is newly launched or has been thriving for many years, you might find yourself in need of financing to support growth or sustain operations. In any case, these goals could be within your grasp—if you can get the right financing.
Learn MoreMORGAN STANLEY HAS BEEN HELPING CLIUENTS BUILD, PRESERVE AND MANAGE WEALTH AT EVERY STAGE OF LIFE
Our focus on core values enables us to deliver first-class business in a first-class way:
- Do the right thing – acting with integrity and thinking like an owner to create long term shareholder value.
- Put clients first – keep our clients interests first and working with colleagues to deliver the best of the firm to every client.
- Lead with exceptional ideas – win by breaking new ground and leveraging different perspectives to gain new insights.
- Giving back – serving our communities generously with our expertise, time and money.
MODERN WEALTH TOOLS & RESOURCES
Morgan Stanley’s comprehensive suite of digital resources has been carefully designed to help enhance each and every aspect of your financial portfolio and life. Learn more about some of the Modern Wealth Management Tools that we offer to our valued clients.
Morgan Stanley Online
Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorizations.
Learn More
Total Wealth View
View all your external financial accounts directly in Morgan Stanley Online or the mobile app. By linking your accounts, you'll benefit from more informed wealth planning, secure data access and convenient connectivity.
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Cyber Security Resources
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Learn More
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
Thoughts 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.
Learn More
GIC On the Markets
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Read the Latest Report
GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Read the Latest Report
2026 Federal Tax Tables
This document outlines the 2026 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information.
View 2026 Federal Tax RatesLocation
200 S Biscayne Blvd
Ste 1100
Miami, FL 33131
US
Direct:
(786) 491-7369(786) 491-7369
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
A Simple Six-Step Retirement Checkup
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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
Iran Conflict: Seven Takeaways for Investors
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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
529 Plans: A Powerful Tool to Save for Education
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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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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
Ready to start a conversation? Contact Oscar Gomez Castilla today.
1Morgan 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.
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 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.
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.
5Morgan 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.
6Morgan 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.
7Morgan 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
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’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 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.
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.
5Morgan 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.
6Morgan 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.
7Morgan 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
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)