Walter Alfredo Leon Diaz
My Mission Statement
MY STORY AND SERVICES
Walter, Executive Director and International Client Advisor, is a founding member of our team. With over 24 years of experience in the financial services industry both domestic and internationally, Walter has consistently demonstrated a commitment to helping clients navigate the complexities of financial planning and wealth management. Walter holds an MBA from the IE Business School in Madrid and has completed courses on maximizing client relationships and strategies for growth program both at The Wharton School. Walter has guided both domestic and international clients through various market cycles, leveraging his extensive knowledge and expertise to develop tailored strategies that address their unique needs and goals.
Walter specializes in alternative investment products, providing clients with diverse opportunities to enhance their portfolios and achieve long-term financial stability. His comprehensive approach includes thorough risk assessment and proactive management, ensuring clients are well-prepared to withstand market volatility. In-depth detailed analysis on managing the next generational wealth for clients and their family.
Throughout his career, Walter has been dedicated to creating robust financial plans that adapt to changing market conditions. Walter's commitment to client success have earned him a reputation as a trusted advisor in the financial community. An accomplishment for his work with clients was noted by Morgan Stanley and was awarded the 2024 Pacesetter's Club at Morgan Stanley.
Whether working with high-net-worth individuals, families, or businesses, Walter remains focused on delivering exceptional value and fostering lasting relationships. His goal is to empower clients with confidence and clarity needed to achieve their financial aspiration, no matter how complex or challenging the journey may be.
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative 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.
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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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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.
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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.
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Awards Disclosures
