The BEMA Group at Morgan Stanley

Brett Goetz is a Senior Vice President, Financial Advisor at Morgan Stanley. With over 30 years’ experience working in the financial industry, Brett Goetz has built an exemplary professional business. A graduate from the University of Florida, Brett began his career in financial services at JB Hanauer & Co. in 1993 where he focused on fixed income markets. Before joining Morgan Stanley, Brett worked at PaineWebber, which is now UBS, for over 15 years.

Brett is one of a select group of Morgan Stanley Financial Advisors to receive the firm’s Global Sports and Entertainment Director designation. He has a deep understanding of the unique challenges that Athletes face when planning for financial security. The work Brett has done since cofounding the South Florida Express in 2007, the first 7 on 7 football program in the country, brining former NFL players to coach football players at the high school level into professional athletes is proof that his passion for the game goes beyond just helping players manage their finances.

Brett currently resides in Hollywood, FL with his wife, Jennifer, and his daughter, Carly. Brett takes great pride in his community and is a Volunteer/Board Member of the North Shore/Nor Isle Optimist Club. He is also President and Owner of the National Champion South Florida Express Football Program. In his free time, he enjoys golfing, spending time with his family, and making a difference in his community.

In 2004, Brett was awarded the Key to the City of Miami Beach from the Mayor, David Dermer, for his extraordinary service in helping the youth in his community. Brett was and still is a mentor on and off the football field to the young adults and inner-city kids of Florida. Guiding them on the right path and helping them achieve their goals in life.

The pride Brett has in his community, is expressed in his business for his clients as well. Building long lasting relationships and helping individuals and their families through challenging market conditions and guiding them on the right financial path.

Eric started in the industry in 2001 at Merrill Lynch and worked on a large team consisting of seven financial advisors, two business and residential lending specialists, and two assistants. With each advisor focusing on different specialties, he was trained in every area of personal and business financial planning. This knowledge and experience give him the ability not only to understand client needs, but also to help clients understand the investment process. Eric began his career as a financial advisor at Morgan Stanley in 2002. He joined UBS in 2010, where he practiced until re-joining Morgan Stanley in 2022. He is a Financial Advisor, Certified Financial Planner™ professional, Senior Portfolio Manager, Alternative Investments Director and holds Series 7, 31 and 66 securities licenses as well as insurance licenses in life, health, and variable annuities. He is a Financial Industry Regulatory Authority (FINRA) registered representative, an Associated Person with the National Futures Association (NFA), and a Registered Investment Advisor Representative. He graduated with a double major from Florida Atlantic University with a B.A. in finance and business management and earned an M.B.A. from the H. Wayne Huizenga Graduate School of Business at Nova Southeastern University.

Eric focuses on financial planning, economic and investment strategy, and portfolio hedging strategies, with an emphasis on asset allocation and risk management in his research-based investment planning process. His extensive knowledge enables him to provide comprehensive advice in insurance, retirement, estate, and education planning. He works effectively with small business owners, professionals, divorcees, widows, and Florida Firefighters.

Eric is an avid pickleball player and snowboarder, has a history of competing in endurance races, and enjoys playing hockey. Eric was a founding member and past President of Boca Raton Triathletes. He was also involved in Tri Sharks, a business group for triathletes, The Jewish Federation of Broward County, was the founder and President of The Florida Kinds Youth Sports Foundation and serves as the Assistant Hockey Coach at Pine Crest High School. He lives in Pompano Beach, Florida, with his wife, Avril, their son, Dash, daughter Brecken and dogs Clover, Gertie, and Vail.

Moshe Banin is an Executive Director and Senior Portfolio Management Director at Morgan Stanley Wealth Management, where he delivers comprehensive wealth management strategies for high-net-worth individuals, family offices, and nonprofit organizations. With over 30 years of experience in financial markets, his focus is on integrating advanced investment solutions with credit, tax, and multi-generational wealth transfer planning.
Moshe serves as an integral advisor to clients navigating significant life changes, including retirement, business sales, and complex wealth transitions. His practice is built on providing tailored advice on advanced asset allocation, retirement planning strategies, and manager selection to execute sophisticated portfolio objectives

Experience and Professional Focus
Moshe joined Morgan Stanley after spending nine years at UBS Private Wealth, serving as a Senior Vice President – Wealth Management and Senior Portfolio Manager. Prior to UBS, Moshe spent 19 years at Bernstein Global Wealth Management. Early in his career, he supported the development and distribution of services for high-net-worth investors. Demonstrating strategic leadership, he rose to Director of International Strategy, where he identified trends in the international high-net-worth marketplace and helped launch Bernstein's London-based private client practice. He then transitioned to become a dedicated wealth advisor, focusing on high-net-worth clients, family offices, and foundations. Moshe is a Certified Exit Planning Advisor (CEPA), experienced in helping business owners maximize and strategically transfer the value of their companies

Community & Education
Moshe focuses his philanthropic work on supporting the special needs community. He founded One House with his wife, Jana, a non-profit organization dedicated to providing supportive housing for adults with autism. He also serves on the Board of Directors for The Victory Center for Autism and Related Disabilities. Moshe has served on several boards, including the Federation of Broward, where he was Chair of the Investment Committee. He is also the Co-Founder of Luria Academy in Brooklyn. Moshe graduated from Yeshiva University with a degree in Economics and earned his M.B.A. from New York University, where he taught financial modeling as a Teaching Assistant. He lives in Surfside, Florida, with his wife, Jana, and their three children.

Credentials and Recognition
Moshe's experience has been consistently recognized in the industry: Forbes Best-In-State Wealth Advisor: Awarded in 2021, 2024, 2025. (Source: Forbes.com. Awarded 2021, 2024, 2025. Data compiled by SHOOK Research LLC based on 12-month time period concluding in June of the year prior to the issuance of the award.) Securities Licenses: Holds Series 7, 31, 63, and 66 licenses.

Alex Jackson is a Financial Advisor who focuses on wealth management and financial planning for business owners, high net worth individuals, and their families. Through a holistic, goals-based approach he is dedicated to helping his clients accumulate, preserve and provide legacy assets to future generations through creative wealth planning strategies. Alex also advises large and small enterprises how to establish and monitor corporate retirement and stock compensation plans.

Alex is an accomplished professional with over 25 years of finance and accounting experience in wealth management, public accounting(now non-practicing), merger and acquisition consulting, and insurance accounting. He began his career as a Certified Public Accountant (CPA) with PricewaterhouseCoopers in their Silicon Valley, CA office, and was recruited by Deloitte in 2006 to join their merger and acquisition transaction services group in Chicago where he advised strategic corporate and private equity clients on transactions ranging from $200 million to $10 billion dollars. After leaving the consulting world, Alex worked in the insurance industry as an internal auditor and as a regional controller managing over $155 million in revenue, 30 branch offices across seven states and a team of six CPAs.

A strong desire to assist and guide individuals and businesses with allocating their assets for growth, and a passion for financial markets, moved Alex to bring his extensive accounting, finance and business acumen to Morgan Stanley where he could put this passion into practice and work directly with clients to help them attain or exceed their long-term financial goals.

Alex earned his Bachelor of Business Administration in Accountancy Degree from the University of Notre Dame, he is a CFP^®, QPFC, and a CPA (non-practicing). He lives in Fort Lauderdale with his wife, Amanda, and their two sons. When not at the office, Alex enjoys his family and friends, traveling, triathlons, coaching youth sports, cooking, and all things outdoors.

In January 2022, Jessica Suskind started at Morgan Stanley in Aventura, FL as a Wealth Management Associate. Prior to working with Morgan Stanley, Jessica was a Wealth Strategy Associate with UBS Private Wealth Management since 2014.

Jessica has her B.A. in Business Marketing and a minor in Advertising from Florida Gulf Coast University.

She holds her Series 7, 66, 9 and 10 FINRA licenses.

Jessica resides in Fort Lauderdale, FL with her husband and sons.

Keylana started her career in New York City with the Morgan Stanley Rotational program where she gained experience across several divisions such as Private Banking group's Digital Client Experience, Investment Solutions Marketing, and Wealth Management. Prior to Morgan Stanley, she enhanced her technical skills with Granahan Investment Management as a valued member of the team.

As a Wealth Management Analyst with the Seven Isles Intracoastal group, Keylana establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies. She streamlines and enhances the client experience, developing customized financial plans and asset allocation proposals.

Keylana graduated from the University of Redlands with a Bachelor's in Global Business and departmental honors in Asian Studies and holds Series 7 and 66 securities licenses as well as insurance licenses in life, health, and variable annuities.

Originally from St. Louis, Missouri, Keylana loves to travel and cook and enjoys studying the Chinese language. She now resides in Pompano Beach, Florida, with her Husband, Charles, and their cat, Bentley.

Jessica started her career as an intern in 2011 at Wells Fargo Advisors. During the eight years there she gained experience working in several departments and in different roles. The last being a Client Associate supporting International Financial Advisors, where she utilized her bilingual skills to support mostly South American clients.

Jessica joined Morgan Stanley in 2019 supporting a team of Domestic Financial Advisors in Fort Lauderdale, FL. In addition to ensuring that the day-to-day operations of the team run smoothly, she built trusting relationships with clients and provided them with personalized service. In 2025 she transitioned to our team and is striving to build new trusting relationships with our clients while providing an active and exceptional service.

Born and raised in Venezuela, Jessica moved to the U.S. at the age of seven with her family and later lived in Argentina for four years, where she graduated from San Patricio High School in Cordoba. Upon returning to the U.S., she received her associate’s degree in business administration from Miami Dade College and her Bachelor’s Degree in Finance from Florida International University. She also holds a Series 7 securities license.

Jessica enjoys traveling, dancing, outdoor activities and now a lot of family time since with her Husband, Cristian, they have welcomed their first son, Benjamin in 2024.

Chris joined the team in 2011 after working for three years at the UBS Investment Center in Jersey City, NJ, where he provided advisory and brokerage services to clients and employees. He began his career in financial services in 1999 in the UBS Investment Banking division. In 2007, he was accepted into the UBS New Financial Advisor Development program, which led to his role at the UBS Investment Center, and eventually brought him to be a valued member of Seven Isles Intracoastal Group.

In addition to assisting with the day-to-day maintenance of accounts, Chris strives to enhance the client experience through an elevated service model which includes active communication with clients, processing requests, and resolving inquiries.

He holds Series 7 and 66 securities licenses, as well as insurance licenses for life, accident, health, and variable products. Originally a classically trained musician, Chris graduated from the Oberlin Conservatory of Music in 1989. After 13 years in the New York metropolitan area, he decided to move back to his native South Florida to be closer to family.

Chris is an avid gardener and enjoys traveling and exploring. An active member of The Miamians, a local barbershop chorus, he also volunteers every month with a barbershop quartet to sing to ailing children at a local hospital.

Born and raised in South Florida, Giovanni earned a Bachelor’s of Business Administration in Finance from Florida International University. He began his career in 2016 at Wells Fargo in Weston, FL as a teller and worked his way through several positions before earning the role of licensed Relationship Banker. Over the years, he took on a diverse range of responsibilities within the firm including service, operations, cash management, trading, marketing, and analytics. Leveraging his extensive experience at the firm, Giovanni transitioned to Morgan Stanley in 2022 as a Senior Registered Client Service Associate.

Giovanni holds Series 7 and 66 FINRA licenses.