About Us

Our multi-generational team’s value proposition is to strive to obtain investment returns aligned with each client's individual goals and objectives, while offering the highest level of service, honesty, and integrity.
We are directed to manage wealth specifically for executives, and high net worth families. We also focus on helping people whose lives are in transition; specifically, those managing a life-changing event like the loss of a spouse or a divorce.
Our greatest satisfaction has come from clients' financial success and the long term relationships we have built together. We do our best to keep clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.
Services Include
  • Wealth Management1
  • Asset Management2
  • Divorce Financial Analysis3
  • Financial Planning4
  • Fixed Income5
  • Professional Portfolio Management6
  • Structured Products7
  • Wealth Consulting
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

We begin our consulting process by developing a broad understanding of clients' goals and objectives. We implement a customized wealth management strategy dictated by asset allocation models, and we meet regularly to measure our client's progress and make any necessary adjustments.

Our investment philosophy works toward achieving financial goals while attempting to minimize risk by:

- Establishing objectives
- Defining a customized strategy
- Identifying and implementing recommendations
- Reviewing progress on a regular basis

The Guerra Group is committed to professional development, having earned a number of advanced industry certifications and designations. This enables us to remain on the forefront of the most effective strategies, while continually striving to create a more powerful client experience. We pride ourselves on superior service and dedication to client's financial success with the global investing resources of Morgan Stanley.

    Location

    201 S Biscayne Blvd
    Ste 2000
    Miami, FL 33131
    US
    Direct:
    (305) 533-1759(305) 533-1759
    Toll-Free:
    (800) 327-0273(800) 327-0273
    Fax:
    (786) 319-9237(786) 319-9237

    Meet The Guerra Group

    About Me

    Luis Guerra is a Senior Vice President and an International Client Advisor at Morgan Stanley with over 30 years of experience in the financial services industry. Luis earned his MBA in Finance and Economics at IESE Business School in Barcelona, Spain, and a degree of Business from the University of Texas in Austin, TX.
    Prior to dedicating himself to financial services, Luis was highlighted as Director of the Department of Credit and Loan Officer in the English bank of Lloyds Bank. He holds Series 7 and 66 FINRA registrations.
    Securities Agent: TX, FL, WI, VA, MD, DE, CA; General Securities Representative; Investment Advisor Representative

    About Me

    Gigi Guerra is an International Client Advisor at Morgan Stanley. Gigi joined the firm in 2015 and has over 7 years of experience in the financial services industry. She earned her bachelor’s degree from the University of Miami and her CERTIFIED FINANCIAL PLANNER™ certification from New York University. She is a Certified Divorce Financial Analyst®* and can help determine the short and long-term financial impacts of a proposed divorce settlement to determine the financial needs and outcomes for individuals. She holds Series 7 and 66 FINRA registrations, as well as a 2-15 Life, Variable Annuity and Health Insurance license from the Florida Department of Financial Services.
    Gigi is a member of the Florida International Bankers Association and is on the board of the Morgan Stanley Women’s Employee Networking Group.


    *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
    Securities Agent: TX, FL, WI, VA, NY, MD, DE, CA; General Securities Representative; Investment Advisor Representative
    NMLS#: 1371035

    About Me

    Alexandra Guerra is a Wealth Management Associate at Morgan Stanley. She joined the firm in 2015 and has been in the financial services industry for over 3 years. She earned her Bachelor’s Degree in Finance from Babson College in Boston, MA. Alexandra is Bloomberg Certified and holds Series 7 and 66 FINRA registrations.
    Alexandra practices investment management as a Certified Investment Management Analyst®, which applies advanced investment theory and integrates a complex body of investment knowledge systematically and ethically to assist clients in making prudent investment decisions.
     

    Investment and Market Perspectives

    On the Markets

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
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    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
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    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
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    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
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    Access Morgan Stanley Online

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    Ready to start a conversation? Contact The Guerra Group today.
    Market Information Delayed 20 Minutes
    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    1Morgan 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.

    2Morgan 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.

    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.

    4Morgan 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.

    5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

    6Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable 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.

    7Structured Investments are complex and not suitable for all investors, and there is no assurance that a strategy of using structured product for wealth preservation, yield enhancement, and/or interest rate risk hedging will meet its objectives.

    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 suitable 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”) 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.


    CRC 2019752 10/2018