About Me
With 27 years of experience in financial services, Grisel is dedicated to helping individuals meet their financial needs by developing investment plans tailored to long-term goals and risk tolerance. Extensive experience—gained through major shifts in the markets—has equipped her to structure balanced portfolios that address specific financial objectives.
Helping to ensure that wealth continues to support established goals requires careful, ongoing planning. Such planning is not a single event but an evolving process. As life circumstances change, so too must the investment strategies used to stay on course. Grisel works closely with each client, one-on-one, to design strategies targeted toward individual needs and goals. While not providing tax advice, she helps clients remain current with tax law changes and estate planning strategies to support wealth preservation. Her mission is to help every client plan for a financial future in a way that best aligns with personal goals. She is committed to providing thoughtful guidance and developing strategies designed to fit each client’s unique situation.
After earning a bachelor’s degree in international marketing from Pace University in New York, Grisel began her financial services career as a Personal Banker with Banco Mercantile in 1998. In 2000, Grisel joined J.P. Morgan’s International Private Bank in New York City, spending five years there and obtained her Series 7, 63, and 65 registrations. Her career path then led to Merrill Lynch in Charlotte, NC, in 2005, and in 2008 she joined Wells Fargo Advisors (formerly Wachovia Securities), before moving to Morgan Stanley in 2025.
Outside the office, Grisel enjoys traveling, reading, and exercising. She and her husband, Daniel, live in South End and have two college-aged children, Carolina and Bruno.
Securities Agent: WI, DC, MO, NJ, AZ, TX, SC, MS, OK, MD, CT, NE, DE, VA, PA, OR, NC, MI, LA, HI, TN, AL, KY, KS, CO, PR, OH, NY, MA, FL, CA; General Securities Representative; Investment Advisor Representative