Alexandra Diez
Planning Associate
Yvonne McGuire, CRC®
Senior Vice President,
Financial Advisor
Direct:
(407) 849-4787(407) 849-4787
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
As a Financial Advisor, Yvonne recognizes that clients have unique needs, goals and are in different stages of their lives. She focuses on building relationships to understand each client and create a personalized investment plan. Whether it is planning for retirement, post-secondary education, or helping with their dreams for legacy planning, a strategic plan must reflect their personal situation and goals. Yvonne leverages Morgan Stanley’s vast financial resources designed to benefit her clients. Specifically, Yvonne focuses on investment planning, retirement planning, estate planning strategies, and life insurance.
Throughout her 40 plus year career, Yvonne has been recognized numerous times for her professional achievements, as well as being named the Volunteer of the Year for Wells Fargo Advisors for Central Florida in 2015. Before Transitioning to a Financial Advisor in 2007, Yvonne was a Regional Brokerage Manager and held various managerial positions for firms such as Smith Barney, Advest, Raymond James and Associates, and Wachovia (Wells Fargo). Over the course of her career, Yvonne has garnered the experience to help clients structure balanced portfolios and sound financial strategies during a variety of market cycles.
Outside the office, Yvonne is active in the local community and currently serves on The Brevard Schools Foundation Board. In January 2020, Yvonne was publicly recognized at the annual awards ceremony at the King Center for the Performing Arts as the Individual Champion Award for her volunteer work for The Brevard Schools Foundation Board. Some hobbies Yvonne enjoys are fishing, Scuba diving, boating, golfing, and Gourmet cooking. She has two sons, Scott and Ryan. Scott and his wife, Valerie, have two 2 daughters, Savanna and Scarlett. Ryan is currently employed at Eset.
Throughout her 40 plus year career, Yvonne has been recognized numerous times for her professional achievements, as well as being named the Volunteer of the Year for Wells Fargo Advisors for Central Florida in 2015. Before Transitioning to a Financial Advisor in 2007, Yvonne was a Regional Brokerage Manager and held various managerial positions for firms such as Smith Barney, Advest, Raymond James and Associates, and Wachovia (Wells Fargo). Over the course of her career, Yvonne has garnered the experience to help clients structure balanced portfolios and sound financial strategies during a variety of market cycles.
Outside the office, Yvonne is active in the local community and currently serves on The Brevard Schools Foundation Board. In January 2020, Yvonne was publicly recognized at the annual awards ceremony at the King Center for the Performing Arts as the Individual Champion Award for her volunteer work for The Brevard Schools Foundation Board. Some hobbies Yvonne enjoys are fishing, Scuba diving, boating, golfing, and Gourmet cooking. She has two sons, Scott and Ryan. Scott and his wife, Valerie, have two 2 daughters, Savanna and Scarlett. Ryan is currently employed at Eset.
Securities Agent: NY, NC, OK, WA, VT, IL, CT, FL, TX, SC, OH, TN, NV, MD, HI, VA, RI, NH, MO, AL, MA, GA, CA, NJ, SD, PA, UT; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1054766
NMLS#: 1054766
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Typical Clients
The clients I work with all have unique needs and goals for their financial future. However, they all share one important characteristic: the desire to simplify their financial situation and plan for the future.
Whether it is saving for retirement, contributing to a loved one's higher education, purchasing a second home, or anything in between, I help alleviate the stress of navigating complex, unfamiliar financial situations and allow clients to maintain their current lifestyle.
Whether it is saving for retirement, contributing to a loved one's higher education, purchasing a second home, or anything in between, I help alleviate the stress of navigating complex, unfamiliar financial situations and allow clients to maintain their current lifestyle.
Personalized Solutions
From buying a home to rolling over your 401(k) to leaving a lasting legacy, I am here to answer your financial questions and implement the best strategies to meet your specific goals and circumstances. Here are just some of the questions I help clients answer every day.
Financial Planning
Life is constantly changing. How do I prepare for a more secure future knowing that certain events - like a divorce or a death in the family - can dramatically impact my plans?
Retirement Planning
Have I saved enough for retirement so I can maintain my current lifestyle without worrying I'll run out of money? What is the best way to re-invest my 401(k) when I get ready to leave my company and retire?
Asset Organization
I have assets spread across multiple organizations and platforms. How do I get organized and simplify my financial life?
Managing Risk
Life's risks can reveal themselves in many ways - from loss of life to loss of health. How do I protect myself and my family from life's unknown?
Professional Portfolio Management
I have so many things I want to do with my life. How can one investment strategy balance them all?
Socially-Responsible Investing
Is there a way to incorporate my personal values into the way I invest without giving up performance?
Charitable Giving
Are my charitable donations having the impact I want them to have?
Growing Older
Given extended life expectancy, how do I make certain I can afford the health services I may need?
Investor Resources
2024 Tax Tables
Here are the federal tax tables for 2024 along with other useful information.
View 2024 Federal Tax Tables
2024 Contribution Limits
With newly updated contribution limits in 2024, this resource contains all the relevant information necessary.
View 2024 contribution limits
Thoughts on the Market Podcast
Here you can find podcasts on a variety of market-related topics from Morgan Stanley thought leaders
Listen here
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Register for Morgan Stanley Online Today
Total Wealth View
It's hard to see the complete picture with only half the details. As a Morgan Stanley client, you can conveniently view your accounts from other financial institutions on Morgan Stanley Online or the Morgan Stanley Mobile App, giving you and your advisor a more complete financial picture. With full visibility of your financial picture, your advisor will be better able to track your financial goals and plan for your future.
Learn more about Total Wealth View
MS Reserved
Clients with $1million+ in assets and liabilities are eligible to enroll in Morgan Stanley's Reserved Living & Giving program. E*TRADE Platinum and Private Clients may also be eligible to enroll in the Reserved Living & Giving program. Members will have access to exclusive partner offers and discounts, in addition to a variety of leadership content ranging from lifestyle to personal finance topics.
Learn more about MS ReservedLocation
201 E. Pine St 11th
Fl
Orlando, FL 32801
US
Direct:
(407) 849-4787(407) 849-4787
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 Alexandra Diez
Alexandra Diez is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, she collaborates with clients to discover and define goals that matter most to them. Leveraging state of the art technology, she will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Alexandra provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
She earned her undergraduate degree from Dickinson College and received the Financial Planning Specialist® designation from the College for Financial Planning. Alexandra is originally from Rockville Centre, New York and currently resides in Queens, New York.
She earned her undergraduate degree from Dickinson College and received the Financial Planning Specialist® designation from the College for Financial Planning. Alexandra is originally from Rockville Centre, New York and currently resides in Queens, New York.
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 Yvonne McGuire 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)
