The Lamar Bonzon Team

Mario Lamar and Carlos Bonzon bring a combined 50 years of industry experience to the table. They partnered in 1999 to serve as trusted financial advisors to their clients at prestigious Wall Street firms including Lehman Brothers, Barclays, and JP Morgan, and have been recognized as Forbes Best-In-State Wealth Advisors and named to On Wall Street’s Top 40 Under 40. Their path has led them to settle at Morgan Stanley Private Wealth Management, the firm they feel delivers their clients access to the very best-in-class investment opportunities and global wealth management resources. The team maintains a dual presence - in Miami, FL and New York, NY - and has been supported by Assistant Vice President Jacqueline Schleimer since 2010 and Analyst Ben Martinez since 2024.

Mario's educational background includes a Bachelors of Science in Mechanical Engineering from the University of Florida and a Masters of Business Administration from the Herbert Business School at the University of Miami.


Our clients include high net worth individuals & families, business owners, real estate investors and entrepreneurs. We strive to truly understand our clients by learning personal histories and holistic financial pictures as we partner with them to support their unique successes and aspirations. We apply our knowledge along with that of the brightest minds at Morgan Stanley, tailoring solutions to fit each need, and adjusting them as situations change.

In the vast landscape of wealth management offerings, we feel what sets us apart is our dedicated approach to service. We think of ourselves as an outsourced Family Office, or an extension of one when we partner with clients’ other trusted professionals. We encourage our clients not only to lean on us to share the responsibilities of managing their often complex everyday financial needs, but to come to us for guidance in aspects all of life. Things that may not be of current financial concern one day might, and the strong foundations we build allow us to stand ready to step in and help as those situations – expected or unexpected - arise.
Source: Forbes.com (Awarded Feb 2019) Data compiled by SHOOK Research LLC based on time period from 6/30/17 - 6/30/18.

Carlos Bonzon and Mario Lamar bring a combined 50 years of industry experience to the table. They partnered in 1999 to serve as trusted financial advisors to their clients at prestigious Wall Street firms including Lehman Brothers, Barclays, and JP Morgan. Their path has led them to settle at Morgan Stanley Private Wealth Management, the firm they feel delivers their clients access to the very best-in-class investment opportunities and global wealth management resources. The team maintains a dual presence - in Miami, FL and New York, NY - and has been supported by Assistant Vice President Jacqueline Schleimer since 2010. Carlos's educational background includes his Bachelor of Art's from Warrington College of Business at the University of Florida.

Our clients include high net worth individuals & families, business owners, real estate investors and entrepreneurs. We strive to truly understand our clients by learning personal histories and holistic financial pictures as we work with them to support their unique successes and aspirations. We apply our knowledge along with that of the brightest minds at Morgan Stanley, tailoring solutions to fit each need, and adjusting them as situations change.

In the vast landscape of wealth management offerings, we feel what sets us apart is our dedicated approach to service. We encourage our clients not only to lean on us to share the responsibilities of managing their often complex everyday financial needs, but to come to us for guidance in aspects all of life. Things that may not be of current financial concern one day might, and the strong foundations we build allow us to stand ready to step in and help as those situations – expected or unexpected - arise.

Jacqueline joined Morgan Stanley Private Wealth Management in 2019 as an Assistant Vice President & Wealth Management Associate. She has supported The Lamar Bonzon Team in an operational and client-focused capacity since 2010. Jacqueline makes it her priority to forge close relationships with our clients and deliver best-in-class service by knowing, anticipating, and executing on their unique needs and preferences. Her daily responsibilities include account oversight, in-depth reporting, financial transactions, and trade execution.

Jacqueline has been in the financial services industry since 2008, having worked with wealth management clients & advisors at other Wall Street firms including J.P. Morgan, Barclays, and Bernstein Global Wealth Management.

She graduated from Loyola University in Maryland magna cum laude with a Bachelor’s degree in Business Administration. She is licensed, holding the Series 7 & Series 66.

Ben joined Morgan Stanley in 2022 as a Branch Analyst, a highly competitive two-year professional development program. Following the Branch Analyst Program in 2024, he joined The Lamar Bonzon Team in a client-focused capacity.

He graduated from Bucknell University with a Bachelor’s degree in Global Management. He is licensed, holding the Series 7 & Series 66.

Ben is a member of the Lamar Bonzon group. He focuses on athletes and small business owners, providing advice in long-term financial planning and developing a financial strategy to each and every client.

He graduated from the University of Florida with a major in Business Administration and minor in Wealth Management. Ben has successfully completed the Securities Industry Essentials (SIE), Series 7, and the Series 66. During his free time, Ben enjoys spending time with family and friends, watching college sports and playing golf.