Our Story and Services

The Pickard Poser Group, like any business, has a story. Our group is made up of two partners. Drew Pickard and Matthew Poser, supported by an incredible staff which is led by Marge Perry. Each partner worked their way to create and build the life they currently have. Recognizing the complexity of the financial world and having been on the client side themselves, Pickard and Poser, entered the financial services industry to create a simple, meaningful, and consistently compelling client experience.

Pickard Poser and their team focus their time working with…

  • High Net Worth Individuals & Affluent Families
  • Large Family Businesses
  • Private Entities
  • Corporate Entities
  • Foundations
    Curating bespoke institutional-level investment strategies under the umbrella of one of the most elite firms on Wall Street, Morgan Stanley. If you would like to learn more about our team we invite you to check out the rest of our website and use our contact info below to get in touch today!
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Discovering Alternative Investments

The Pickard Poser Group provides their clients with guidance, insights and thought leadership pertaining to the alternative investments asset class and strategies provided by Morgan Stanley Wealth Management.

This includes Alternative Investments, Hedge Funds, Private Credit, and Private Real Estate. Helping clients meet their financial objectives, ensuring your choices will align with your specific goals and risk tolerance.
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    Alternative Investments
    Our leading alternatives platform offers 160+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals-based approach for asset allocation.
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    Hedge Funds
    We specialize in delivering a broad range of hedge fund portfolio solutions to a global client base. Our strategies include custom hedge fund portfolios; broadly-diversified, opportunistic and strategy-specific funds; and advisory services.
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    Private Credit
    Private Credit investing is an essential component of Morgan Stanley Investment Management’s alternative investments platform. We manage a well-defined group of strategies and seek to deliver attractive returns to our investors by forging successful partnerships with our portfolio companies.
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    Private Real Estate
    Morgan Stanley Real Estate Investing (MSREI) is the global private real estate investment management arm of Morgan Stanley. With ~200 professionals in 17 offices across 13 countries plus decades of experience investing internationally, MSREI is uniquely positioned to execute core and opportunistic strategies globally.
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Modern Wealth Management Tools and Resources

Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
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    Morgan Stanley Online
    Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this handy resource that is available 24/7.
    Learn more about Morgan Stanley Online
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    Total Wealth View
    Complete your financial profile with Total Wealth View. By linking your external account information you will benefit from more educated and holistic wealth planning, along with convenient connectivity.
    Learn more about Total Wealth View
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    Portfolio Risk Platform
    Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state-of-the-art, innovative risk engine used by several of the world's largest institutional asset managers. Providing you with comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios. This helpful tool can assist you in making educated investment decisions with increased confidence.
    Learn more about the Portfolio Risk Platform
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    MS Reserved
    Reserved Living & Giving is a tiered complimentary loyalty program that rewards clients with over one million dollars in assets and liabilities invested at the firm. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
    Learn more about MS Reserved

WELCOME TO OUR LIFE NAVIGATOR

One of our goals at The Pickard Poser Group is to help our clients navigate different life events. Here you will find a wide range of content and materials covering a variety of life events and milestones that you might face.
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    Birth
    Welcoming a child into the family is a joyous occasion for everyone—for parents, grandparents, aunts, uncles, siblings, cousins and other extended family members. As a trusted advisor to our clients, we play a critical role in helping you plan and prepare for the financial components that a new child introduces into your lives—everything from planning for the costs associated with birth, adoption or surrogacy; anticipating unexpected medical expenses; understanding gifting requirements; preparing for child care and planning for educational expenses.
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    Education
    Education is a major investment and expense for most of our clients—one that often requires years of careful, advanced planning. As educational costs continue to rise—from primary education through undergraduate, graduate and professional schools—we can help you approach the range of educational expenses, such as tuition, extension programs and advanced professional training, with appropriate funding strategies for your particular situations.
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    Business / Work
    Many of our clients have complex business arrangements, from executive-level employment situations to various levels of investment in a multitude of business ventures—from startups to established enterprises. As their Financial Advisor, we play a critical role in helping them navigate the complexities of business ownership, investment and associated activities such as selling, divesting or planning for succession.
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    Marriage
    There are few events more exciting than when our client decides to align their life with the person they love. Of course, there are conversations you should have with your partner before tying the knot. One of the most important is about money—how you will make it, save it, spend it and invest it. In addition, helping fund an adult child’s wedding is a goal for many parents (and grandparents). As your Financial Advisor, we can play an important role in helping you plan for these milestones and guiding your conversations.
    Learn More

Location

20807 Biscayne Blvd 5th&6th
Fl
Aventura, FL 33180
US
Direct:
(305) 936-2753(305) 936-2753

Meet The Pickard Poser Group

About Matthew Poser

Matthew Poser began his career in fixed income and equity sales in New York City with the New York Life Insurance Company. The first two years of his full-time career were spent with NYLIC prior to being recruited to Fred Alger, a private family-owned boutique growth equity asset management firm managing $50B. He was responsible for partnering in raising over $500M per calendar year at Fred Alger.

With a foundation in deep fundamental bottom-up investment research and an extensive understanding of the affluent investor, Matthew Poser left Fred Alger to join Janney Montgomery Scott, LLC. After several successful years at Janney, he was recruited to Morgan Stanley where he is the co-founder of The Pickard Poser Group.

Philanthropy is near and dear to Matthew. He is actively involved in many community organizations and sits on various nonprofit boards. Matthew resides in Miami Beach and for fun you’ll catch him riding up & down Key Biscayne in Miami or 9w in the Northeast on his Cannondale bicycle.
Securities Agent: NC, WV, WA, VA, TX, TN, SC, PA, OH, NY, NV, NJ, NE, MT, ME, MD, MA, LA, IL, HI, GA, FL, DC, CT, CO, CA, AZ, UT, RI, MI; General Securities Representative; Investment Advisor Representative
NMLS#: 2494726

About Drew Pickard

When it comes to investing and financial planning, there are rarely any guarantees. But when you give me the privilege of managing your hard-earned assets, you can be certain of one crucial thing: you will be heard.
My compassion for people and high level of emotional intelligence are always front and center when dealing with clients. Close friends, family members and colleagues refer to me as the "Care Bear." It's a term I try to live up to each day, assuring people that I'm not just a financial planner, but more importantly, I'm a trusted advisor who listens carefully to my clients in order to help them achieve their personal goals. There are a lot of emotions and family dynamics involved when it comes to money. I'm very sensitive to those aspects of the business and understand the need for a caring partner to guide you through the wealth management process.
Today my focus is on what I commonly refer to as the "sandwich generation." These are clients in their 50s, sandwiched between the responsibilities of raising children/grandchildren while often caring for elderly parents, both financially and emotionally. It's a niche because this is the time in people's lives when they usually have the most money and yet are still in the accumulation stage. It is critical that these individuals do not lose sight of their own needs while saving for retirement, and I act as a guide to help them find the right balance.
When I'm not working, I enjoy spending time with my wife Sherri, three children and six grandchildren. My hobbies include golf, traveling, billiards and volunteering.
Securities Agent: DC, FL, GA, IL, LA, MA, MD, ME, MI, MT, NC, NE, NJ, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, WA, WV, CT, CO, CA, AZ, HI; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2480651

About Paulo Alfonso

Paulo Alfonso joined The Pickard Poser Group at Morgan Stanley after having worked at Wells Fargo for nine years. Paulo was a Relationship Banker at Wells and his experience in providing exceptional client service is something he prides himself on. Paulo spent his entire financial services career in banking and brings a unique value add service to the team. Outside of the office, Paulo is actively involved in philanthropy with March of Dimes and St. Jude's.

As a native Floridian, Paulo and his family are longtime residents of Pembroke Pines. A family man at heart, Paulo and his significant other have two children!

The Power of Partnerships

By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships

About John Fanning

John Fanning is a Private Banker serving Morgan Stanley Wealth Management offices in Florida.

Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.

John began his career in financial services in 1992, and joined Morgan Stanley in 2010 as a Financial Advisor. Prior to joining the firm, he was a Commercial Banker at SunTrust Bank (now Truist Bank) and Bank United. He also also served as a Finance Manager at Merrill Lynch Business Financial Services.

John is a graduate of Florida Atlantic University, where he received a Bachelor of Science in Finance. He lives in Fort Lauderdale, Florida with his family. Outside of the office, John enjoys coaching and watching his sons excel in sports, spending time with family and friends, and cheering on all South Florida sports team.
NMLS#: 803783

About Leticia Teixeira

Leticia Teixeira, CFP®, CEPA® is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Southeast Florida. She is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.

Leticia began her career in financial services in 2011 and joined Morgan Stanley in 2020. Prior to her current position, she worked at multiple Financial Services firms in Florida including RBC, Itaú and UBS.

Leticia graduated from Florida International University with a B.A. in Psychology and obtained an MBA in Organizational Management from Carlos Albizu University. She holds her Certified Financial Planner® and Certified Exit Planning Advisor® designations.

Outside of work, Leticia enjoys practicing her photography skills, family trips and volunteering at school activities. Leticia is originally from Sao Paulo, Brazil and she is fluent in English and Portuguese, and conversational in Spanish. She currently lives in Broward, FL with her husband and 2 children.
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
4 Financially Smart Ways to Take Money Out of Retirement Accounts
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

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
2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

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
Taking Control of Your Finances After Death of a Spouse
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Taking Control of Your Finances After Death of a Spouse

Financial planning after a divorce or death can be trying, but with the right approach and the right advice you can turn a difficult situation into empowerment.

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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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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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Donor Advised Funds: A Smart Way to Manage Your Giving 

There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact The Pickard Poser 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.

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2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

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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.

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4Morgan 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

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5Morgan 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.

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6Alternative 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.

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7Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley does not assist with buying or selling art in any way and merely provides information to clients interested learning more about the different types of art markets at a high level. Any client interested in buying or selling art should consult with their own independent art advisor.

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8Morgan 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.

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9Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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.

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10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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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)