Abraham Chehebar
Managing Director, Private Wealth Management, Private Wealth Advisor, Alternative Investments Director
Phone:
(305) 347-6213(305) 347-6213
The Optima Group at Morgan Stanley
Our Mission Statement
The Optima Group guides ultra-high-net-worth families, executives and global citizens through the complexities of wealth planning and asset allocation. We work with our clients to achieve their financial goals through high quality service and constantly staying abreast of solutions to their evolving needs.
Our Story and Services
Our group’s origins date back as far as the late 90’s when each of the three advisors began their careers independently until joining forces in 2005 at UBS. Throughout three distinctly successful careers, the Optima group has guided ultra-high-net-worth families, executives and global citizens through the complexities of wealth planning and asset allocation. We work with our clients to achieve their financial goals through high quality service and constantly staying abreast of solutions to their evolving needs.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
International Wealth Management
Part of a global financial legacy that dates back over 150 years, Morgan Stanley is one of the few truly global institutions with the scale, scope and commitment to serve the international investor. We serve among the world's most capitalized institutions, and stand as one of the largest wealth management firms in the world.
Morgan Stanley International Wealth Management (IWM) harnesses the extensive capabilities of the firm to serve investors located outside the United States. Functioning as a specialized group within Morgan Stanley, the Optima Group is staffed by experienced International Client Advisors and managers who understand your wealth management needs. Our International Client Advisors are familiar with the investment challenges and opportunities that are unique to your part of the world, and can recommend highly customized strategies to help you address your specific goals.
Our International Client Advisors are familiar with the investment challenges and opportunities that are unique to your part of the world, and can recommend highly customized strategies to help you address your specific goals.
Awards and Recognitions
Thanks to the unwavering commitment to helping clients achieve their investment goals, members of The Optima Group have been awarded the following industry awards and recognitions:
Morgan Stanley Chairman's Club
In 2024, Abraham Chehebar was named to the Chairman's Club at Morgan Stanley, an elite group composed of the firm's top Financial Advisors, for his consistent management services to clients.
Morgan Stanley Master's Club
In 2024, Juan Carom was named to the Master's Club at Morgan Stanley, an elite group composed of the firm's top Financial Advisors, for his consistent management services to clients.
Abraham Chehebar - Forbes Best-In-State Wealth Advisors
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Feb 2021) Data compiled by SHOOK Research LLC based on time period from 6/30/19 - 6/30/20.
Location
200 S Biscayne Blvd
Ste 1100
Miami, FL 33131
US
Direct:
(305) 347-2000(305) 347-2000
Meet The Optima Group
Javier Jaramillo
Managing Director, Private Wealth Management, Private Wealth Advisor, Alternative Investments Director
Phone:
(305) 347-6211(305) 347-6211
Juan Carom
Executive Director, Private Wealth Management, Private Wealth Advisor, Family Wealth Director
Phone:
(305) 347-6214(305) 347-6214
Ana Catalina Smalley, CIMA
Assistant Vice President, Group Director
Phone:
(305) 347-6217(305) 347-6217
Dilsa Montoya
Senior Registered Client Service Associate
Phone:
(305) 347-6216(305) 347-6216
Mayelin Chavez Castro
Client Service Associate
Phone:
(305) 347-2012(305) 347-2012
About Abraham Chehebar
Abraham started his private banking career at Salomon Smith Barney in 1998
After a very successful career at Salomon Smith Barney, in 2004 Abraham moved to UBS where he spent 12 years with his team, managing a large asset size for ultra-high net worth international clients.
In 2016 Abraham, along with his team of Javier Jaramillo and Juan Carom moved to Morgan Stanley, where, as of today they manage International Ultra High Net worth clients.
Abraham has a masters in Business Administration from Emory University, as well as the Series 7, series 66 and Series 3 designation.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Feb 2021) Data compiled by SHOOK Research LLC based on time period from 6/30/19 - 6/30/20.
After a very successful career at Salomon Smith Barney, in 2004 Abraham moved to UBS where he spent 12 years with his team, managing a large asset size for ultra-high net worth international clients.
In 2016 Abraham, along with his team of Javier Jaramillo and Juan Carom moved to Morgan Stanley, where, as of today they manage International Ultra High Net worth clients.
Abraham has a masters in Business Administration from Emory University, as well as the Series 7, series 66 and Series 3 designation.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Feb 2021) Data compiled by SHOOK Research LLC based on time period from 6/30/19 - 6/30/20.
Securities Agent: SD, MD, WA, MA, IL, OK, GA, MS, CO, VA, PA, NV, CT, FL, DE, MI, CA, WY, TX, AL, NY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 2592349
NMLS#: 2592349
About Javier Jaramillo
Javier started his private banking career at ABN AMRO Bank, in 1997, as the head of the Colombian office. He then led the international team at Prudential Securities in 2001 and eventually went on to spend 11 years at UBS, where he and his team managed assets for ultra-high net worth families in Latin America, corporate executives, entrepreneurs, and founders.
In 2016 Javier, and the team, including Abraham Chehebar and Juan Carom moved to Morgan Stanley, where the Optima Group was formed. They are responsible for managing international Ultra High Net worth clients and guiding them through several phases of their financial journeys.
Javier has a master’s in finance from the London School of Economics, as well as the Series 7, series 66, and Series 3.
Javier and his wife have lived in Miami, Florida since 2005 with their three sons.
In 2016 Javier, and the team, including Abraham Chehebar and Juan Carom moved to Morgan Stanley, where the Optima Group was formed. They are responsible for managing international Ultra High Net worth clients and guiding them through several phases of their financial journeys.
Javier has a master’s in finance from the London School of Economics, as well as the Series 7, series 66, and Series 3.
Javier and his wife have lived in Miami, Florida since 2005 with their three sons.
Securities Agent: CO, SD, CT, TX, NY, MD, MA, DE, AL, GA, FL, VA, WA, PA, OK, CA, NV, MS, MI, IL, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 2593232
NMLS#: 2593232
About Juan Carom
Juan started his private banking career at Citibank Colombia in 1998. After a successful career, he moved to Prudential Securities in 2001 as part of the international team covering Colombia and Ecuador
In 2005 Juan moved to UBS where he spent 11 years, as part of the team managing ultra-high net worth International clients assets.
On 2016 Juan, along with his team of Abraham Chehebar and Javier Jaramillo moved to Morgan Stanley, where, as of today, they are managing International Ultra High Net worth clients.
Juan has a BA in Economics from Universidad de los Andes , as well as the Series 7, series 66 and Series 3 designation.
In 2005 Juan moved to UBS where he spent 11 years, as part of the team managing ultra-high net worth International clients assets.
On 2016 Juan, along with his team of Abraham Chehebar and Javier Jaramillo moved to Morgan Stanley, where, as of today, they are managing International Ultra High Net worth clients.
Juan has a BA in Economics from Universidad de los Andes , as well as the Series 7, series 66 and Series 3 designation.
Securities Agent: IL, WA, NY, MD, DE, FL, SD, NV, GA, CA, VA, TX, WY, MS, MA, CO, AL, OK, PA, CT, MI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 2595985
NMLS#: 2595985
About Ana Catalina Smalley
Ana Catalina Smalley is the Group Director for the Optima Group. In her role, she helps shape the vision of client service and business management by working closely with the advisors to lead the team’s operational and client servicing initiatives.
Ana Catalina has been in the Private Wealth industry since 2005, most recently as the administrative manager in the international wealth management office of UBS Miami.
Ana holds a Master of Business Administration from the University of Miami, along with the Series 7, 66, 3, 9 and 10 licenses and is a Certified Investment Management Analyst (CIMA®)
Ana’s hobbies include holistic and healthy cooking. She lives in Miami with her husband, two daughters, and their dog.
Ana Catalina has been in the Private Wealth industry since 2005, most recently as the administrative manager in the international wealth management office of UBS Miami.
Ana holds a Master of Business Administration from the University of Miami, along with the Series 7, 66, 3, 9 and 10 licenses and is a Certified Investment Management Analyst (CIMA®)
Ana’s hobbies include holistic and healthy cooking. She lives in Miami with her husband, two daughters, and their dog.
About Dilsa Montoya
Dilsa Montoya is the Senior Registered Client Service Associate for the Optima Group, where she has utilized the full capabilities of the firm to deliver an elevated client experience. Though she manages all aspects of client service, Dilsa focuses on helping to provide access to lending solutions for our clients by partnering with the lending specialists in the firm.
Prior to joining Morgan Stanley in 2016, Dilsa spent 4 years at UBS where her focus was also on servicing international private clients.
Dilsa holds the Series 7 and Series 66 licenses.
She lives in Miami, and enjoys traveling, fitness classes and spending time with her daughter.
Morgan 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
Prior to joining Morgan Stanley in 2016, Dilsa spent 4 years at UBS where her focus was also on servicing international private clients.
Dilsa holds the Series 7 and Series 66 licenses.
She lives in Miami, and enjoys traveling, fitness classes and spending time with her daughter.
Morgan 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
About Mayelin Chavez Castro
Mayelin Chavez Castro joined Optima Group in 2023 as a Client Service Associate. She provides top tier, efficient service to our clients.
Prior to joining Morgan Stanley, Mayelin worked for Citibank as a Client Service Associate and in operations support roles.
Prior to joining Morgan Stanley, Mayelin worked for Citibank as a Client Service Associate and in operations support roles.
Contact Abraham Chehebar
Contact Javier Jaramillo
Contact Juan Carom
Wealth Management
Global Investment Office
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Optima Group today.
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
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)
