Roberts - Menjivar Group

Oti Roberts is a Managing Director and Private Wealth Advisor in Morgan Stanley Private Wealth Management’s Miami Office. He and his team are responsible for serving UHNW clients in the U.S.

Before joining Morgan Stanley Private Wealth Management, Mr. Roberts was a Managing Director and Senior Private Banker at Deutsche Bank where his team was consistently recognized as a top performing team, globally. Mr. Roberts also worked as a Managing Director and Senior Private Banker for JP Morgan Private Bank, where he helped establish their first private banking office in Miami. At JP Morgan Private Bank, he was consistently ranked as one of the top bankers in the U.S. for revenue generation, client acquisition and net flows. He also served on JP Morgan’s 14-member Private Bank Advisory Council. Previously Mr. Roberts spent five years with Bank of America in Miami.

Mr. Roberts holds a BBA in International Finance and Marketing from the University of Miami. He is Board Member for the I Have a Dream Foundation of Miami, Camillus House, and the United Way of Miami’s Alexis Tocqueville Society.

Freddy Menjivar is a Managing Director and Private Wealth Advisor in Morgan Stanley Private Wealth Management’s Miami Office. He and his team are responsible for serving UHNW clients in the U.S.

Prior to joining Morgan Stanley Private Wealth Management, Mr. Menjivar was a Managing Director and Senior Investment Advisor at Deutsche Bank where he was responsible for holistically advising clients on their investment needs and delivering the Firm’s global investment capabilities. Before joining Deutsche Bank, Mr. Menjivar was an Executive Director at the JP Morgan Private Bank, where he built the investment practice in South Florida, one of their fastest growing regions in the U.S. He was also responsible for the recruitment and management of the analyst program in South Florida – a key program toward developing talent at the firm. He began his career at JP Morgan Private Bank in 2000.

Mr. Menjivar holds a BBA in Finance from the University of Miami, graduating cum laude with honors.

Jessica is responsible for serving ultra-high-net-worth clients with the onboarding process and day-to-day operations. Her top priority is to build strong relationships by understanding and anticipating client needs, delivering a superior service experience and continually aiming to exceed expectations.

Prior to joining Morgan Stanley Private Wealth Management, Jessica was a registered client service associate at Citibank-International Personal Bank U.S. (IPB U.S.), where her team was consistently recognized as a top-performing team on the international client market. She also worked as a compliance risk officer at Citibank IPB U.S., for which she was recognized in its Excellence Circle. Jessica began her career in the financial industry in 2014 when she joined JPMorgan Chase Bank as a teller and worked her way up to assistant branch manager at a retail branch. She has earned an associate’s degree in business administration and management, and she holds the Series 7 and 66 licenses.

Jessica is fluent in English and Spanish. Outside the office, she enjoys traveling and spending time with her family.

Justin is skilled in analytics, client communication, and relationship management. His role includes handling operational tasks, helping ensure compliance, and supporting investment-related processes. He works directly with clients and advisors to facilitate account management, trade execution, and service requests.

After graduating from the University of South Carolina's Darla Moore School of Business with a degree in finance and data analytics, he joined Morgan Stanley in 2022 and holds the Series 63, 7, and 65 licenses.

Outside of work, he enjoys skiing, golfing, and is involved in community service as a member of United Way Miami.