Phone:
(305) 533-1731(305) 533-1731
The Hails Sonzini Group at Morgan Stanley
Direct:
(305) 347-2055(305) 347-2055
Our Mission Statement
Our mission is to provide personalized, expert financial guidance that helps you achieve your goals, build wealth, and secure a confident financial future
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.*
Global Resources
Our practice serves entrepreneurs, professionals, and multigenerational families across the world. We take the time to understand each client's objectives, circumstances, and priorities, allowing us to develop tailored wealth management strategies designed to support their long-term goals.
A Focus on Argentina and Latin America
Managing wealth across borders requires thoughtful planning and a deep understanding of the unique financial considerations that international clients face. Our team works closely with individuals and families around the world, with extensive experience serving clients in Argentina and throughout Latin America. By combining personalized guidance with the global resources, insights, and capabilities of Morgan Stanley, we help clients navigate complex financial landscapes with confidence.
Comprehensive Wealth Management
We believe effective wealth management extends beyond investment management alone. From liquidity planning and concentrated stock positions to legacy considerations and evolving family needs, we take a comprehensive approach that adapts as our clients' financial lives change over time. Our focus is on building enduring relationships and providing strategic guidance at every stage of the wealth journey.
Bilingual, Client-First Communication
For clients who prefer to communicate in Spanish, we offer a seamless bilingual experience. Clear, culturally informed communication enables us to better understand our clients' needs, foster stronger relationships, and deliver a more personalized wealth management experience.
Overview
Morgan Stanley Wealth Management offers clients access to a diverse suite of alternative investment solutions that extend beyond traditional public markets. Leveraging our global platform, investors can access opportunities across private equity, private credit, real assets, and other specialized strategies designed to enhance portfolio diversification, support long-term investment goals, and adapt to changing market environments.
Morgan Stanley Private Markets
Morgan Stanley Private Markets provides clients with access to a wide range of private market opportunities, offering exposure to institutional-quality investments across multiple strategies. Through our platform, clients can explore a diverse selection of private market solutions, including direct investments and co-investment opportunities, designed to support long-term portfolio objectives.
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Innovative Strategies for Your Portfolio
Morgan Stanley’s alternative investment platform provides access to institutional-caliber strategies and experienced investment managers across a broad spectrum of asset classes. Our approach helps clients identify and evaluate opportunities that complement overall portfolio construction, support diversification, and align with long-term financial objectives.
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Alternatives in Action
Alternative investments can provide exposure to opportunities beyond traditional stocks and bonds. These strategies may help investors enhance diversification, generate income potential, and access unique market segments across changing economic environments.
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The Alts Report
Discover timely insights and expert perspectives from Morgan Stanley thought leaders and industry professionals on the trends, opportunities, and market dynamics influencing the evolving alternative investments landscape.
Listen HereDigital Resources
Morgan Stanley's digital platform, clients can access tools, insights, and resources designed to help simplify financial organization, enhance decision-making, and stay connected to their financial life from anywhere.
Morgan Stanley Online
Morgan Stanley Online offers a secure and streamlined way to manage your financial life from a single digital platform. Clients can access account information, monitor portfolio performance, review important documents, transfer funds, explore market insights, and stay connected with their Financial Advisor through a seamless and integrated online experience.
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Cybersecurity Checklist
Protecting personal and financial information is more important than ever. Explore educational resources, best practices, and security tools designed to help safeguard your accounts and reduce the risk of online threats.
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Total Wealth View
Total Wealth View helps bring your complete financial picture into focus by securely consolidating accounts held both within and outside Morgan Stanley. By aggregating assets, liabilities, cash flow, and net worth in one place, it provides a comprehensive view of your finances, enabling more informed planning, monitoring, and decision-making.
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Morgan Stanley Insights
Access timely research, market commentary, and educational content across a broad spectrum of financial topics. From economic trends and market developments to wealth planning strategies and investment insights, Morgan Stanley Insights provides valuable perspectives to help you make informed financial decisions and stay connected to the issues shaping the investment landscape.
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Total Tax 365
Effective wealth management involves more than investment management alone. Total Tax 365 offers insights, resources, and planning considerations designed to help clients navigate tax-related matters, identify potential opportunities, and make more informed financial decisions year-round as part of a comprehensive wealth management strategy.
Learn MoreThoughts on the Markets Podcast
Stay informed with timely perspectives from Morgan Stanley's economists, strategists, and market leaders. These concise episodes explore current market developments, economic trends, and investment themes shaping today's financial landscape.
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200 S Biscayne Blvd
Ste 1300
Miami, FL 33131
US
Direct:
(305) 347-2055(305) 347-2055
Meet The Hails Sonzini Group
Juan Sonzini
Senior Vice President, Wealth Management, International Client Advisor
Phone:
(305) 347-2055(305) 347-2055
About Jimena Hails
Jimena Hails is an Executive Director at Morgan Stanley, with over 20 years of experience as a Financial and International Client Advisor. Before joining Morgan Stanley, she was a Senior Vice President at HSBC Private Bank International where she spent 17 years as part of the Southern Cone Team.
For over two decades Jimena has been providing financial planning and investment guidance to individuals and companies on a broad range of investment offerings, from the most conservative to hedge funds and alternative investments to meet the needs of HNW clients.
Jimena is originally from Argentina, where she graduated with a BA in Economics from Universidad Catolica Argentina (UCA) and earned a Master’s in Finance degree at Universidad del CEMA. She is also a Portfolio Manager and Certified Professional Coach from the Institute for Professional Excellence in Coaching (IPEC).
For over two decades Jimena has been providing financial planning and investment guidance to individuals and companies on a broad range of investment offerings, from the most conservative to hedge funds and alternative investments to meet the needs of HNW clients.
Jimena is originally from Argentina, where she graduated with a BA in Economics from Universidad Catolica Argentina (UCA) and earned a Master’s in Finance degree at Universidad del CEMA. She is also a Portfolio Manager and Certified Professional Coach from the Institute for Professional Excellence in Coaching (IPEC).
Securities Agent: MT, WY, NY, CT, SD, DE, CA, NJ, FL, VA, TX, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 2364815
NMLS#: 2364815
About Juan Sonzini
Juan is a Senior Vice President at Morgan Stanley with 25+ years of experience delivering financial/investment advisory service to high value clients in Latino America. Proven success in managing multi-million dollar portfolios, driven profitability, and increasing Return on Investments through skillful strategic planning, fine-tuned consulting and financial advisory services.
Juan has been living in U.S.A for the last 10 years after working for big banks as HSBC and Financial Advisor and Family offices, understanding the needs for all kind and size of individual clients and Families with multiple generations participants.
Juan has been living in U.S.A for the last 10 years after working for big banks as HSBC and Financial Advisor and Family offices, understanding the needs for all kind and size of individual clients and Families with multiple generations participants.
Securities Agent: MA, SD, TX, WY, VA, MD, MT, GA, FL, NJ, CT, DE, NY; General Securities Representative; Investment Advisor Representative
NMLS#: 1819275
NMLS#: 1819275
Contact Jimena Hails
Contact Juan Sonzini
Wealth Management
Global Investment Office
Portfolio Insights
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
A Simple Six-Step Retirement Checkup
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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
Iran Conflict: Seven Takeaways for Investors
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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
529 Plans: A Powerful Tool to Save for Education
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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
- 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
Ready to start a conversation? Contact The Hails Sonzini Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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 and other 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.
5Structured 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.
6Fixed 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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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 and other 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.
5Structured 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.
6Fixed 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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
