Managing Director, Wealth Management, Private Wealth Advisor, International Client Advisor, Senior Portfolio Management Director, Alternative Investments Director
Phone:
(305) 347-2082(305) 347-2082
The Vertex Group at Morgan Stanley
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you protect and grow your assets, ensure a lasting legacy and achieve your financial goals.
Welcome
The Vertex Group at Morgan Stanley Private Wealth Management is a located in Miami and serves a global clientele of ultra-high net worth individuals and families, entrepreneurs, executives, institutions and corporate entities.
Our goal is to help you protect and grow your assets, ensure a lasting legacy and take the burden of managing significant wealth off your shoulders so that you may fully enjoy its rewards.
You and your family are unique and unlike any we have served before. However, you likely face many of the questions, challenges and decisions we constantly come across. We look forward to meeting you and discussing how we can help you achieve your financial goals.
Our goal is to help you protect and grow your assets, ensure a lasting legacy and take the burden of managing significant wealth off your shoulders so that you may fully enjoy its rewards.
You and your family are unique and unlike any we have served before. However, you likely face many of the questions, challenges and decisions we constantly come across. We look forward to meeting you and discussing how we can help you achieve your financial goals.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
200 S Biscayne Blvd
Ste 1400
Miami, FL 33131
US
Direct:
(305) 347-2000(305) 347-2000
Meet The Vertex Group
Ignacio Pardo
Financial Advisor, Senior Vice President, International Client Advisor, Portfolio Manager, Alternative Investments Director, Family Wealth Director
Phone:
(305) 347-2037(305) 347-2037
Scarlett Alfonzo
PWM Wealth Management Associate
Phone:
(305) 347-2038(305) 347-2038
Gloria A. Auguste
Senior Registered Client Service Associate
Phone:
(305) 347-2007(305) 347-2007
Amanda Ruiz
Senior Registered Client Service Associate
Phone:
(305) 347-2048(305) 347-2048
About Eduardo Muller
Eduardo started his wealth management practice in 1992 at Goldman, Sachs & Co. Since then, he has guided ultra-high net-worth families, entrepreneurs, corporate executives and foundations. In doing so, he has grown their assets, supported their lifestyles, and ensured lasting legacies.
Prior to joining Morgan Stanley in May 2016, he spent fifteen years as Director in the Wealth Management division of Credit Suisse and nine years as Vice President in the Wealth Management division of Goldman, Sachs & Co. He also worked at Citibank in the Capital Markets Group and with Procter & Gamble in Venezuela as Brand Manager.
Eduardo received his MBA in Finance from the Wharton Business School and his degree with honors in Industrial Engineering from Lehigh University.
Eduardo is actively involved in the Miami arts community. He is a member of the Board of Directors of Miami New Drama, a non-profit theater company. Also a Member of the Acquisition Committee of the Institute of Contemporary Art (ICA) in Miami and Benefactor of the Perez Art Museum (PAMM).
Prior to joining Morgan Stanley in May 2016, he spent fifteen years as Director in the Wealth Management division of Credit Suisse and nine years as Vice President in the Wealth Management division of Goldman, Sachs & Co. He also worked at Citibank in the Capital Markets Group and with Procter & Gamble in Venezuela as Brand Manager.
Eduardo received his MBA in Finance from the Wharton Business School and his degree with honors in Industrial Engineering from Lehigh University.
Eduardo is actively involved in the Miami arts community. He is a member of the Board of Directors of Miami New Drama, a non-profit theater company. Also a Member of the Acquisition Committee of the Institute of Contemporary Art (ICA) in Miami and Benefactor of the Perez Art Museum (PAMM).
Securities Agent: CA, CO, CT, WY, TX, SD, PR, PA, OH, NV, NJ, NE, MD, MA, ID, GA, FL, DE, DC, NY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1629358
NMLS#: 1629358
About Ignacio Pardo
Ignacio Pardo is a First Vice President and Portfolio Manager at Morgan Stanley Private Wealth Management.
He joined The Vertex Group in 2012 and since then he has provided a limited number of high net-worth families with extraordinary care, insightful advice and customized wealth solutions in order to protect their wealth and achieve their financial goals. His primary responsibilities include family wealth management, financial planning, portfolio construction and strategy, risk management and trading.
Prior to becoming a Financial Advisor, Ignacio was an Analyst at Morgan Stanley and Credit Suisse as well as a Consultant in the Advisory department at Deloitte & Touche.
Ignacio received a double major in Finance and International Business from George Washington University in 2011. He holds the Series 7 and 66 licenses.
He joined The Vertex Group in 2012 and since then he has provided a limited number of high net-worth families with extraordinary care, insightful advice and customized wealth solutions in order to protect their wealth and achieve their financial goals. His primary responsibilities include family wealth management, financial planning, portfolio construction and strategy, risk management and trading.
Prior to becoming a Financial Advisor, Ignacio was an Analyst at Morgan Stanley and Credit Suisse as well as a Consultant in the Advisory department at Deloitte & Touche.
Ignacio received a double major in Finance and International Business from George Washington University in 2011. He holds the Series 7 and 66 licenses.
Securities Agent: NJ, MD, MA, ID, GA, FL, DE, DC, CT, CO, CA, NE, WY, TX, SD, PR, PA, OH, NY, NV; General Securities Representative; Investment Advisor Representative
About Scarlett Alfonzo
Scarlett received her Bachelor’s Degree in Trust & Wealth Management and Financial Planning from Campbell University in 2008.
Prior to joining Morgan Stanley in March 2016, she worked for two years in the Wealth Management department of Credit Suisse. She also worked in the Personal Trust area at Wachovia Bank during two summer internships. Since joining the team,
she has received her Series 7 and 66 Licenses.
Prior to joining Morgan Stanley in March 2016, she worked for two years in the Wealth Management department of Credit Suisse. She also worked in the Personal Trust area at Wachovia Bank during two summer internships. Since joining the team,
she has received her Series 7 and 66 Licenses.
About Gloria A. Auguste
Gloria received her MBA from the University of Miami in 2012 and her Bachelor’s Degree in Finance from St. John’s University in 2006.
Prior to joining Morgan Stanley in April 2016, she worked for eight years in the Wealth Management department of Credit Suisse. She holds the Series 7 and 63 licenses.
Prior to joining Morgan Stanley in April 2016, she worked for eight years in the Wealth Management department of Credit Suisse. She holds the Series 7 and 63 licenses.
About Amanda Ruiz
Amanda graduated from Miami Dade College with an Associate's Degree in Business Administration and certifications in Business Specialization and Management in 2021. She is currently pursuing her Bachelor's Degree in Finance at Florida International University.
Prior to joining Morgan Stanley in 2022, Amanda worked for Wells Fargo from 2015 to 2021 where she received her FINRA SIE, Series 7 and Series 66 licenses.
Prior to joining Morgan Stanley in 2022, Amanda worked for Wells Fargo from 2015 to 2021 where she received her FINRA SIE, Series 7 and Series 66 licenses.
Contact Eduardo Muller
Contact Ignacio Pardo
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
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
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
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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact The Vertex 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)
