Dalia Botero
Executive Director, Market Manager
Morgan Stanley Private Wealth Management
PWM Miami Market Branch Office
You define success, we help you achieve it
200 S Biscayne Blvd
Ste 1500
Miami, FL 33131
US
Branch:
(305) 533-5400(305) 533-5400
Toll-Free:
(866) 448-2491(866) 448-2491
Branch Manager
Dalia BoteroPhone:
(305) 533-5430(305) 533-5430
About Morgan Stanley PWM Miami Market Branch
Welcome to Morgan Stanley Private Wealth Management, a dedicated group of professionals focused exclusively on the needs of ultra high net worth individuals, their families and foundations. Co-located with our institutional businesses to foster connectivity, our Private Wealth Advisors combine their talents with the vast global resources of our firm to help clients address the complex, multifaceted challenges of managing significant wealth. By providing advice founded on a culture of excellence and driven by global insight, we are devoted to helping our clients preserve and grow their financial, family and social capital.
A division of Morgan Stanley Wealth Management founded over 45 years ago, Private Wealth Management now includes approximately 300 designated teams managing over $619 billion in client assets. We have the resources to continually expand and enhance our products and platform to address a broader range of client needs. This includes a broad array of specialized capabilities from Morgan Stanley Family Office Resources like Family Governance & Wealth Educations, Estate Planning, Philanthropy and Lifestyle Advisory services.
We always welcome inquiries from families and individuals who are seeking professional financial advice, and are happy to provide introductions to a suitable Private Wealth Advisor. We are equally interested in speaking with accomplished Advisors who share our uncompromising commitment to integrity and professionalism, and our unwavering dedication to the success of our clients. If you would like to learn more, please contact us.
A division of Morgan Stanley Wealth Management founded over 45 years ago, Private Wealth Management now includes approximately 300 designated teams managing over $619 billion in client assets. We have the resources to continually expand and enhance our products and platform to address a broader range of client needs. This includes a broad array of specialized capabilities from Morgan Stanley Family Office Resources like Family Governance & Wealth Educations, Estate Planning, Philanthropy and Lifestyle Advisory services.
We always welcome inquiries from families and individuals who are seeking professional financial advice, and are happy to provide introductions to a suitable Private Wealth Advisor. We are equally interested in speaking with accomplished Advisors who share our uncompromising commitment to integrity and professionalism, and our unwavering dedication to the success of our clients. If you would like to learn more, please contact us.
Services Provided
- Estate Planning StrategiesFootnote1
- Family Governance
- Wealth Education
- Philanthropy Management
- Trust ServicesFootnote2
- Portfolio Construction
- Lending SolutionsFootnote3
- Insurance SolutionsFootnote4
- Alternative InvestmentsFootnote5
- Pre-Liquidity Planning
- Single Family Office Advisory
- Lifestyle Advisory ServicesFootnote6
- Business Strategies
- Investing with ImpactFootnote7
Our Team at Morgan Stanley PWM Miami Market Branch
Ingrid Molina
Vice President, Business Service Officer
Betty Martin
Vice President, Business Service Officer
Alexandra Alfonzo
Assistant Vice President, Business Service Officer
Alex Caraballo
First Vice President, Business Service Officer
Andres Ayala Gonzalez
Vice President, Risk Officer
Amanda Diaz Soltero
Vice President, Risk Officer
Luis Santos
Assistant Vice President, Risk Officer
Jose A. Gonzalez
Assistant Vice President, Risk Officer
Christine Gonzalez
Vice President, Risk Officer
About Dalia Botero
Drawing on more than 25 years of financial industry experience, Dalia Botero serves as Market Manager of the Morgan Stanley Private Wealth Management Market in Miami. In that role, she often facilitates connectivity to the vast resources of Morgan Stanley to help Private Wealth Advisors address the complex needs of their clients.
During her 22 years at Morgan Stanley, Dalia has served in multiple roles, including Complex Business Service Officer, Senior Complex Risk Officer, Associate Complex Manager and PWM Market Manager. In 2020, she was named a MAKER at Morgan Stanley Wealth Management, a designation recognizing women who serve as advocates, groundbreakers and innovators in the organization.
Dalia was born and raised in Miami, Florida. She graduated from Florida International University at the age of 21 with a bachelor’s degree in business administration and a Master of Science degree in finance. She began her financial services career in 1999 and joined Solomon Smith Barney in 2003.
Dalia, a Black belt in Tae Kwon Do, is married and has three daughters. In her spare time, she enjoys playing racquetball with her husband and traveling the world with her family.
(FINRA Series 3, 7, 9, 10, and 66 licensed.)
During her 22 years at Morgan Stanley, Dalia has served in multiple roles, including Complex Business Service Officer, Senior Complex Risk Officer, Associate Complex Manager and PWM Market Manager. In 2020, she was named a MAKER at Morgan Stanley Wealth Management, a designation recognizing women who serve as advocates, groundbreakers and innovators in the organization.
Dalia was born and raised in Miami, Florida. She graduated from Florida International University at the age of 21 with a bachelor’s degree in business administration and a Master of Science degree in finance. She began her financial services career in 1999 and joined Solomon Smith Barney in 2003.
Dalia, a Black belt in Tae Kwon Do, is married and has three daughters. In her spare time, she enjoys playing racquetball with her husband and traveling the world with her family.
(FINRA Series 3, 7, 9, 10, and 66 licensed.)
About Ingrid Molina
As a Business Service Officer, Ingrid Molina supports our teams in the Morgan Stanley Private Wealth Management Miami Complex in delivering an outstanding overall service experience to their clients. Ingrid brings over 14 years of experience in the industry, and has been with Morgan Stanley since 2012, where she had the roles of Client Service Associate, and Branch Administrator before transitioning to her current role.
Born and raised in Colombia, Ingrid graduated magna cum laude from Universidad del Norte in Colombia with a bachelor’s degree in international relations and worked at the Colombian Ministry of Foreign Affairs. She migrated to the United States in 2010, living in New York for ten years before moving down to Miami in 2019. She currently resides in Brickell with her husband, and two daughters. In her spare time, Ingrid enjoys practicing yoga, exercising, dancing, listening to podcasts, and spending time with family and friends.
(FINRA Series 7, 9, 10, and 66 licensed.)
Born and raised in Colombia, Ingrid graduated magna cum laude from Universidad del Norte in Colombia with a bachelor’s degree in international relations and worked at the Colombian Ministry of Foreign Affairs. She migrated to the United States in 2010, living in New York for ten years before moving down to Miami in 2019. She currently resides in Brickell with her husband, and two daughters. In her spare time, Ingrid enjoys practicing yoga, exercising, dancing, listening to podcasts, and spending time with family and friends.
(FINRA Series 7, 9, 10, and 66 licensed.)
About Betty Martin
Drawing on more than 20 years of experience working with both domestic and international clients, Betty Martin serves as a Business Service Officer for the Morgan Stanley Private Wealth Management Miami Complex. Working in support of the complex’ Private Wealth Management teams, she contributes to an outstanding overall service experience for the firm’s clients.
Prior to joining Morgan Stanley in 2021, Betty served in a series of increasingly responsible Client Service and Risk Supervision roles at CitiGroup Global Markets and at Wells Fargo Advisors, where she was a Supervisory Principal and Control Specialist.
Born and raised in Miami, Betty is fluent in English and Spanish.
(FINRA Series 7, 9, 10, and 66 licensed.)
Prior to joining Morgan Stanley in 2021, Betty served in a series of increasingly responsible Client Service and Risk Supervision roles at CitiGroup Global Markets and at Wells Fargo Advisors, where she was a Supervisory Principal and Control Specialist.
Born and raised in Miami, Betty is fluent in English and Spanish.
(FINRA Series 7, 9, 10, and 66 licensed.)
About Alexandra Alfonzo
As a Business Service Officer and management team member of the Morgan Stanley Private Wealth Management Miami Complex, Alexandra Alfonzo supports an exceptional level of white-glove service to ultra high net worth Latin American and domestic clients. Alexandra is responsible for a wide variety of supervisory and service functions, drawing on her experience in wealth management, operations, administration, supervision and human resources.
Alexandra joined Morgan Stanley in 2020 as a Service Associate and was promoted to Branch Administrator and her current position.
Alexandra, a PADU Advance Open Water, is married, and has 2 sons. In her spare time, she enjoys scuba diving, dancing, and traveling with her husband Savvas and sons, Anastassios and Alexandros.
Born and raised in Venezuela, Alexandra is fluent in both English and Spanish.
(FINRA Series 3, 7, 9, 10, and 66 licensed.)
Alexandra joined Morgan Stanley in 2020 as a Service Associate and was promoted to Branch Administrator and her current position.
Alexandra, a PADU Advance Open Water, is married, and has 2 sons. In her spare time, she enjoys scuba diving, dancing, and traveling with her husband Savvas and sons, Anastassios and Alexandros.
Born and raised in Venezuela, Alexandra is fluent in both English and Spanish.
(FINRA Series 3, 7, 9, 10, and 66 licensed.)
About Alex Caraballo
Alex Caraballo brings more than 17 years of experience to his role as a Business Service Officer of the Morgan Stanley Private Wealth Management Miami Complex, supporting advisory teams in their efforts to deliver an outstanding overall experience to their clients.
Alex began his career at Morgan Stanley Private Wealth Management in 2007 in the Miami office, focused on Latin American clients, working in positions that included Business Service Manager, Complex Risk Officer, and Branch Administrator. He rejoined Morgan Stanley in 2021 as a Business Service Officer for the Morgan Stanley Private Wealth Management Miami Complex. He then moved to Wells Fargo Advisors as First Vice President, Field Support Manager for five years before returning to Morgan Stanley in 2021.
Alex earned a B.A. in philosophy from the University of Florida and an MBA in finance from Nova Southeastern University.
(FINRA Series 3, 7, 9, 10, and 66 licensed.)
Alex began his career at Morgan Stanley Private Wealth Management in 2007 in the Miami office, focused on Latin American clients, working in positions that included Business Service Manager, Complex Risk Officer, and Branch Administrator. He rejoined Morgan Stanley in 2021 as a Business Service Officer for the Morgan Stanley Private Wealth Management Miami Complex. He then moved to Wells Fargo Advisors as First Vice President, Field Support Manager for five years before returning to Morgan Stanley in 2021.
Alex earned a B.A. in philosophy from the University of Florida and an MBA in finance from Nova Southeastern University.
(FINRA Series 3, 7, 9, 10, and 66 licensed.)
About Andres Ayala Gonzalez
Andres Ayala Gonzalez brings 16 years of client service and leadership experience to his role as a Risk Officer at the Morgan Stanley Private Wealth Management Miami Complex. Prior to joining[?] Morgan Stanley in 2016, Andres worked at Merrill Lynch for eight years, where he held a series of increasingly responsible positions, rising from a registered client associate in Miami to a Support Staff Supervisor in Pennsylvania.
Fluent in Spanish and English, Andres was born in Bogota, Colombia, and raised on the beautiful island of Aruba with his twin brother. He graduated from the University of Miami with a bachelor’s degree in business administration. Prior to entering the financial industry, he worked as a Sales Manager for almost six years at one of the premier fresh cut flower importers in Doral, Florida, importing flowers from Colombia.
Andres is an avid windsurfer, is married and has two beautiful children, Sebastian and Paulina.
(FINRA Series 3, 7, 9, 10, and 66 licensed.)
Fluent in Spanish and English, Andres was born in Bogota, Colombia, and raised on the beautiful island of Aruba with his twin brother. He graduated from the University of Miami with a bachelor’s degree in business administration. Prior to entering the financial industry, he worked as a Sales Manager for almost six years at one of the premier fresh cut flower importers in Doral, Florida, importing flowers from Colombia.
Andres is an avid windsurfer, is married and has two beautiful children, Sebastian and Paulina.
(FINRA Series 3, 7, 9, 10, and 66 licensed.)
About Amanda Diaz Soltero
Amanda Diaz Soltero brings 13 years of experience in the financial service industry to her role as a Risk Officer, contributing to the smooth and efficient operations of the Morgan Stanley Private Wealth Management Miami Complex in both Domestic and International Markets. Amanda began her wealth management career in 2011 as a Sales Assistant for Citi International Financial Services in Puerto Rico. In 2014, she moved to Miami where she joined Morgan Stanley as Registered Associate and five years later transitioned to her current role.
Amanda was born in Puerto Rico where she did her undergraduate and graduate studies at the University of Puerto Rico, majoring in business administration and finance. She enjoys her time off traveling, going to the beach and spending time with her family and friends. She is fluent in both Spanish and English.
(FINRA Series 7, 9, 10, and 66 licensed.)
Amanda was born in Puerto Rico where she did her undergraduate and graduate studies at the University of Puerto Rico, majoring in business administration and finance. She enjoys her time off traveling, going to the beach and spending time with her family and friends. She is fluent in both Spanish and English.
(FINRA Series 7, 9, 10, and 66 licensed.)
About Luis Santos
Luis Santos brings more than 16 years of experience in wealth management, risk management and compliance to his duties as a Risk Officer in the Morgan Stanley Private Wealth Management Miami Complex. Addressing the needs of both domestic and international clients, Luis is responsible for a wide variety of supervisory, compliance and risk functions.
Prior to joining Morgan Stanley in 2021, Luis served as a Field Governance Specialist at Wells Fargo Advisors. He holds two bachelor of Arts in Economics and in Computer Science from Florida International University. Outside of work Luis is passionate about running, drumming, jockey and coding in his spare time.
(FINRA Series 3, 7, 9, 10, 24, 66 and 79 licensed.)
Prior to joining Morgan Stanley in 2021, Luis served as a Field Governance Specialist at Wells Fargo Advisors. He holds two bachelor of Arts in Economics and in Computer Science from Florida International University. Outside of work Luis is passionate about running, drumming, jockey and coding in his spare time.
(FINRA Series 3, 7, 9, 10, 24, 66 and 79 licensed.)
About Jose A. Gonzalez
Jose Gonzalez brings thirteen years of experience in operations and risk management to his role as a Risk Officer in the Morgan Stanley Private Wealth Management Miami Complex. Prior to joining Morgan Stanley in 2022, Jose worked at Wells Fargo Advisors for 11 years, rising through a series of increasingly responsible positions that included Operations Liaison, Compliance Specialist, and Risk Consultant, where he specialized in the review and onboarding of complex entity structures.
Jose received a Bachelor of Science in business administration with a major in finance from the University of Florida.
(FINRA Series 7, 9, 10, and 66 licensed.)
Jose received a Bachelor of Science in business administration with a major in finance from the University of Florida.
(FINRA Series 7, 9, 10, and 66 licensed.)
About Christine Gonzalez
Drawing on more than thirteen years of experience in the financial service industry, Christine Gonzalez supports the clients and advisory teams of Morgan Stanley Private Wealth Management’s Miami Complex. In her role as Risk Manager, Christine is responsible for a wide variety of supervisory, compliance and risk functions.
Christine began her career at Merrill Lynch and moved to the Private Banking divisions of Citi, HSBC and Santander. She has held various positions over the course of her career, spanning from branch management, client service and, most recently, risk and compliance. She is fluent in both English and Spanish
(FINRA Series 7, 9, 10, and 66 licensed.)
Christine began her career at Merrill Lynch and moved to the Private Banking divisions of Citi, HSBC and Santander. She has held various positions over the course of her career, spanning from branch management, client service and, most recently, risk and compliance. She is fluent in both English and Spanish
(FINRA Series 7, 9, 10, and 66 licensed.)
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Branch Address
200 S Biscayne Blvd
Ste 1500
Miami, FL 33131
US
Branch:
(305) 533-5400(305) 533-5400
Toll-Free:
(866) 448-2491(866) 448-2491
Fax:
(646) 225-5562(646) 225-5562
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Alternative 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.
6Morgan Stanley Smith Barney LLC (the “Firm”) and its affiliates do not currently offer the services provided by this Service Provider(s). The Service Provider(s) is not an affiliate of the Firm. Any review of the Service Provider(s) performed by the Firm was based on information from sources that we believe are reliable but we cannot guarantee its accuracy or completeness. This referral should in no way be considered to be a solicitation by the Firm for business on behalf of the Service Provider(s). The Firm makes no representations regarding the appropriate or otherwise of the products or services provided by the Service Provider(s). There may be additional service providers for comparative purposes. If you choose to contact the Service Provider(s), do thorough due diligence, and make your own independent decision.
7The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice.
Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
Morgan 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 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
© 2022 Morgan Stanley Private Wealth Management, is a division of Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Alternative 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.
6Morgan Stanley Smith Barney LLC (the “Firm”) and its affiliates do not currently offer the services provided by this Service Provider(s). The Service Provider(s) is not an affiliate of the Firm. Any review of the Service Provider(s) performed by the Firm was based on information from sources that we believe are reliable but we cannot guarantee its accuracy or completeness. This referral should in no way be considered to be a solicitation by the Firm for business on behalf of the Service Provider(s). The Firm makes no representations regarding the appropriate or otherwise of the products or services provided by the Service Provider(s). There may be additional service providers for comparative purposes. If you choose to contact the Service Provider(s), do thorough due diligence, and make your own independent decision.
7The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice.
Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
Morgan 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 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
© 2022 Morgan Stanley Private Wealth Management, is a division of Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 5062008 10/2022