Senior Vice President, Wealth Management, International Client Advisor, Financial Advisor, Alternative Investments Director
Phone:
(305) 347-2079(305) 347-2079
The GMU Group at Morgan Stanley
Direct:
(305) 347-6236(305) 347-6236
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
200 S Biscayne Blvd
Ste 1400
Miami, FL 33131
US
Direct:
(305) 347-6236(305) 347-6236
Meet The GMU Group
Ursula Zaragoza
Senior Vice President, Wealth Management, International Client Advisor, Financial Advisor
Phone:
(305) 347-6236(305) 347-6236
Gerardo Brignone, CFA
First Vice President, Private Wealth Management, International Client Advisor, Financial Advisor, Portfolio Manager
Phone:
(305) 347-2073(305) 347-2073
About Mauricio Quintero
For over 17 years, I have helped high net worth international clients develop and implement wealth management strategies tailored to their needs. Mainly I worked with clients from Colombia and Ecuador, and I am very familiar with the unique challenges faced by Latin American families investing in U.S.-based accounts.
Before joining Morgan Stanley in 2019, I worked at Banco Santander International for more than 8 years in their offices located in Miami, United States. Prior to this role, I worked at Banco Sabadell in Miami for 9 years, managing high net worth clients from Colombia and Ecuador.
Born in Cali, Colombia where I began my studies in Economics and International Business at Icesi University and completed them at Florida International University in Miami, Florida, obtaining a Bachelors Degree in Finance and International Business.
Currently I live in Miami, with my wife and two daughters.
Before joining Morgan Stanley in 2019, I worked at Banco Santander International for more than 8 years in their offices located in Miami, United States. Prior to this role, I worked at Banco Sabadell in Miami for 9 years, managing high net worth clients from Colombia and Ecuador.
Born in Cali, Colombia where I began my studies in Economics and International Business at Icesi University and completed them at Florida International University in Miami, Florida, obtaining a Bachelors Degree in Finance and International Business.
Currently I live in Miami, with my wife and two daughters.
Securities Agent: DC, TX, SD, VI, DE, FL, WY, GA, PA, MD, NY, NJ, CA, CT; General Securities Representative; Investment Advisor Representative
About Ursula Zaragoza
As part of my professional career during the last 20 years I have advised high net worth foreign clients in the planning and implementation of wealth management strategies adapted to their needs. Primarily I worked with clients from Ecuador and Colombia and I am very familiar with the unique challenges faced by Latin American families investing in U.S.-based accounts.
I started my career in 1993 at Dresdner Bank AG in Duesseldorf, Germany. Subsequently, I worked as a Private Banker at Dresdner Bank Latainemerika AG, UBS AG and Banco Santander International in Miami and joined Morgan Stanley in 2019.
Born in Spain, although I grew up in Germany. Graduated as a banker at the Industrie and Handelskammer (IHK) Duesseldorf and attended the Executive Private Banking Programme at the London School of Economics and Political Science and the Instituto de Estudios Bursaltiles in Madrid. Obtained the Series 7 and Series 66 Licenses granted by the Financial Industry Regulatory Authority (FINRA).
Trilingual, in Spanish, German and English.
I live in Miami, with my husband and three children
I started my career in 1993 at Dresdner Bank AG in Duesseldorf, Germany. Subsequently, I worked as a Private Banker at Dresdner Bank Latainemerika AG, UBS AG and Banco Santander International in Miami and joined Morgan Stanley in 2019.
Born in Spain, although I grew up in Germany. Graduated as a banker at the Industrie and Handelskammer (IHK) Duesseldorf and attended the Executive Private Banking Programme at the London School of Economics and Political Science and the Instituto de Estudios Bursaltiles in Madrid. Obtained the Series 7 and Series 66 Licenses granted by the Financial Industry Regulatory Authority (FINRA).
Trilingual, in Spanish, German and English.
I live in Miami, with my husband and three children
Securities Agent: PA, GA, WY, VI, TX, SD, NY, NJ, MD, FL, DE, DC, CT, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1938664
NMLS#: 1938664
About Gerardo Brignone
For more than 15 years, I have helped high net worth international clients develop and implement wealth management strategies customized to their needs. I have worked mainly with clients from Colombia and Ecuador, to face the various challenges of managing their wealth. Within the firm I have completed the certificate of "Portfolio Manager" that allows to manage discretionary portfolios tailored to our clients.
Before joining Morgan Stanley in 2019, I worked at Banco Santander International for more than 12 years from offices in Uruguay, Switzerland and finally in the United States, where I was part of the Investment Committee.
I was born in Uruguay where I completed my degree in Economics at the University of Montevideo, and then specialized directly in investments in the United States completing the Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) certifications.
I currently live in Miami, with my wife and three children.
Before joining Morgan Stanley in 2019, I worked at Banco Santander International for more than 12 years from offices in Uruguay, Switzerland and finally in the United States, where I was part of the Investment Committee.
I was born in Uruguay where I completed my degree in Economics at the University of Montevideo, and then specialized directly in investments in the United States completing the Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) certifications.
I currently live in Miami, with my wife and three children.
Securities Agent: MD, SD, WY, VI, TX, PA, NY, NJ, GA, FL, DE, DC, CT, CA; General Securities Representative; Investment Advisor Representative
Contact Mauricio Quintero
Contact Ursula Zaragoza
Contact Gerardo Brignone
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact The GMU Group today.
1Morgan 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.
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 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.
4Alternative 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.
5Morgan 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
6Morgan 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.
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, charitable giving, philanthropic planning and other legal matters.
7Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
8Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
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 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.
4Alternative 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.
5Morgan 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
6Morgan 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.
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, charitable giving, philanthropic planning and other legal matters.
7Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
8Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
CRC 6491812 (04/2024)