National Retirement Planning Experts

National Coverage
Local Professionals

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Miami is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Miami & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Miami?

Looking for a qualified financial advisor in Miami? We can help you by narrowing down your options & listing the best financial advisors in Miami as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Miami near you with the list of certified and vetted Miami financial advisors.

List of Qualified Financial Advisors in Miami, Florida

advisor-photo

Jimmy Gonzalez

Anthem Advisors

200 South Biscayne Boulevard
20th Floor

Miami, FL 33131

305-482-3002

advisor-photo

Matthew Lapides

Ethos Private Wealth

1825 Ponce de Leon Boulevard
Suite 567

Coral Gables, FL 33134

305-206-1621

advisor-photo

Mark Rowley

Edelman Financial Engines, LLC

18851 NE 29th Avenue, Suite 501

Aventura, FL 33180

786-463-4286

advisor-photo

Cameron Buetel

Ubs

1800 North military Trail
Suite 300

Boca Raton, FL 33431

561-367-1875

advisor-photo

David Balestriere

Edelman Financial Engines, LLC

7900 Glades Road Suite 310

Miami Ii - Boca Raton (West), FL 33434

561-288-4011

advisor-photo

Stephanie Carreras

Signet Financial Management

2255 Glades Road Suite 324A

Boca Raton, FL 33431

904-678-9928

advisor-photo

Alaa Ali

Statetrust Investments

1750 Clint Moore Rd

Boca Raton, FL 33487

786-479-2985

List of Additional Financial Advisors in Miami, Florida*

* Additional advisor listing is provided in partnership with Yext

dummy-image

Isabel Santo Tomas - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-5354

dummy-image

Alejandro Perez - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
786-777-6974

dummy-image

The Elwaw/Cavalieri Group - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-8560

dummy-image

The O'Neil/Miller Group - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-379-8568

dummy-image

Lourdes Canino - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-2416

dummy-image

Diez/Cucalon - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
786-777-6915

dummy-image

Andrea Steinacker - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-8585

dummy-image

Oliva, Rivero & Fava - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-8558

dummy-image

Sergio Garcia-Granados - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-8570

dummy-image

All Star Capital Group, Inc.

14707 South Dixie Highway
Suite 306

Miami, FL 33176
305-252-0113

dummy-image

The Cortex Group - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-5413

dummy-image

Issa Norcini Consulting Group - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2500

Miami, FL 33131
305-536-9321

dummy-image

Javier Briceno - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-0238

dummy-image

Andres Hanania - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
786-777-6921

dummy-image

Henry James Danzig - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-377-4293

dummy-image

Susu Cheung - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-2403

dummy-image

Ivan Palacino - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
786-777-6938

dummy-image

The Guerra Group - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-1759

dummy-image

James Enea - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-1746

dummy-image

DTLR

1162 NW 54th St
Space 1156

Miami, FL 33127
305-762-7239

dummy-image

Grove Station Tower

2700 SW 27th Ave

Miami, FL 33133
305-770-6064

dummy-image

Wolfe Wealth Management Group - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2500

Miami, FL 33131
305-536-9338

dummy-image

Garcia Morillo Querasian Nino Group - Morgan Stanley

200 S Biscayne Blvd
Ste 1300

Miami, FL 33131
305-376-8520

dummy-image

Baum Schwartz Wealth Management Group - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2400

Miami, FL 33131
305-536-9369

dummy-image

The UBS Quintessence Group - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2500

Miami, FL 33131
305-536-9244

dummy-image

Jeffrey S. Miller - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-8533

dummy-image

Bryant Wright - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
786-777-6922

dummy-image

Jose Ramon Perez Sabate - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-347-6267

dummy-image

Noah Alweiss - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-2402

dummy-image

Zoi House

2900 SW 28th Ln

Miami, FL 33133
786-667-8808

dummy-image

Santiago Eduardo Gomez - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-8551

dummy-image

Maria Consuelo Tarazona - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-1750

dummy-image

Jerry Williams - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-1702

dummy-image

Eva Marina Ovejero, CPM® - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-8511

dummy-image

The Fuentes-Hondermann Group - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-379-1000

dummy-image

Bernardo Acebal - Morgan Stanley

200 S Biscayne Blvd
Ste 1500

Miami, FL 33131
305-533-5309

dummy-image

Jaime Perez Montes - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-671-2002

dummy-image

Fradel Barber

7500 SW 78th Ct

Miami, FL 33134
212-363-1600

dummy-image

David G. Walter, New York Life

801 Brickell Avenue
Suite 1440

Miami, FL 33131
786-878-6356

dummy-image

Martin Norcini, CIMA - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2500

Miami, FL 33131
305-536-9321

dummy-image

Mareas at Botanica

15520 SW 127th Ave.

Miami, FL 33177
305-809-7967

dummy-image

Garrel Financial & Insurance Services

801 Brickell Ave
Suite 1440

Miami, FL 33131
917-482-7343

dummy-image

Gordon Wealth Financial Life Advisors

4400 Biscayne Boulevard
12th Floor

Miami, FL 33137
786-360-5227

dummy-image

Wealth USA, LLC

1221 Brickell Avenue
Suite 900

Miami, FL 33131
305-396-9104

dummy-image

Brett A Cohen - Morgan Stanley

9130 S Dadeland Blvd
Ste 1702

Miami, FL 33156
305-671-2020

dummy-image

Treece Financial Group, Inc.

10800 Biscayne Boulevard
Bayshore Executive Plaza, Suite 725

Miami, FL 33161
305-751-8855

dummy-image

The Wolfe Wealth Management Group - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2500

Miami, FL 33131
305-536-9338

dummy-image

The Aura Coral Gables

1501 SW 37th Ave

Miami, FL 33145
786-655-9807

dummy-image

Manuel Coroalles, CFP - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2400

Miami, FL 33131
305-536-9337

dummy-image

Ricardo Milan - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-347-2006

dummy-image

DTLR

11227 SW 152nd St

Miami, FL 33157
305-232-5380

dummy-image

DTLR

3432 NW 79th St

Miami, FL 33147
305-836-7953

dummy-image

Jesse Echemendia - Morgan Stanley

9130 S Dadeland Blvd
Ste 1702

Miami, FL 33156
305-671-2007

dummy-image

Miami, FL Branch Office - UBS Financial Services Inc.

100 South East Second Street
Suite 2400

Miami, FL 33131
305-536-9350

dummy-image

Eric Yamin - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-5491

dummy-image

Emiliano Lorenzini - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-2406

dummy-image

Aaron Winer - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-8546

dummy-image

Cedric D. Alexander - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-8599

dummy-image

Alberto Moreno - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-8534

dummy-image

Arturo Castelo - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
786-777-6979

dummy-image

Morgan Stanley Financial Advisors

9130 S Dadeland Blvd
Ste 1702

Miami, FL 33156
305-670-2090

dummy-image

Victor Manuel Camara - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
786-777-6973

dummy-image

Carlos Bonzon - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
212-761-3061

dummy-image

Allstate Personal Financial Representative: Jorge Vara Ruiz

9404 S Dixie Hwy

Miami, FL 33156
305-670-6212

dummy-image

Jean-Philippe Garcy - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
786-777-6935

dummy-image

Cesar Ramos - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-8528

dummy-image

Eric Brook - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-0211

dummy-image

Maria Lipton - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-5380

dummy-image

N. Abraham Issa, CFP - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2500

Miami, FL 33131
305-536-9381

dummy-image

Orbis International Financial Group - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2500

Miami, FL 33131
305-536-9276

dummy-image

The MA+CH Group - Morgan Stanley

200 S Biscayne Blvd
Ste 1200

Miami, FL 33131
305-376-2403

dummy-image

The Warren Group - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2500

Miami, FL 33131
212-713-4750

dummy-image

Morgan Stanley Financial Advisors

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-347-2000

dummy-image

Allstate Personal Financial Representative: Ismael Delgado

8290 Bird Rd
Ste 106

Miami, FL 33155
305-227-1596

dummy-image

Alvaro Alvarez - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-1740

dummy-image

SOMOZA/RIVERO - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-379-1000

dummy-image

Integra Group - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
786-777-6977

dummy-image

Ana Oliveira - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-1717

dummy-image

Dan Bucevski - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-0210

dummy-image

Beatrice E Cueto - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-1709

dummy-image

Gigi Guerra Sanchez - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-1759

dummy-image

Lori Monaco - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-0225

dummy-image

Alvaro Uribe - Morgan Stanley

9130 S Dadeland Blvd
Ste 1702

Miami, FL 33156
305-671-2030

dummy-image

UBS International Division, Miami, FL - UBS Financial Services Inc.

100 SE 2nd Street
27th Floor

Miami, FL 33131
866-827-6426

dummy-image

Mario Lamar - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
212-761-3066

dummy-image

Silvana Roncal - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-5394

dummy-image

Sergio Espinoza Baviera - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-5488

dummy-image

Jofre Ramos Group - Morgan Stanley

200 S Biscayne Blvd
Ste 1300

Miami, FL 33131
305-322-6449

dummy-image

Barry Schwartz - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2400

Miami, FL 33131
305-536-9369

dummy-image

Kathleen Reilley - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2400

Miami, FL 33131
305-536-9394

dummy-image

Bridgelane Wealth Management - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2500

Miami, FL 33131
305-536-9380

dummy-image

John Beggs - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2400

Miami, FL 33131
305-536-9371

dummy-image

Andre Schibuola - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2500

Miami, FL 33131
305-536-9181

dummy-image

VPHN Wealth Partners - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2500

Miami, FL 33131
561-367-5543

dummy-image

Allstate Personal Financial Representative: Daniel B. Tercero

4259 SW 72nd Ave

Miami, FL 33155
786-246-4411

dummy-image

Pedro Isern, CIMA - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2400

Miami, FL 33131
305-536-9393

dummy-image

Luiz Fernando Boruchowski - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
786-777-6951

dummy-image

Felipe Priorelli - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-347-2021

dummy-image

Juliano Barros - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-347-2002

dummy-image

Juan Dibildox - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-5352

dummy-image

Gaston Pellegrini - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-347-2065

dummy-image

Patricia Alba - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-8548

dummy-image

Juan Alvarado - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-8535

dummy-image

Michael N Fava - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-2400

dummy-image

Miguel Bacal - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-5321

dummy-image

Nicole Spirgatis - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-8516

dummy-image

Edouard Yves Crepy - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-5416

dummy-image

Paquita Holder - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-1728

dummy-image

Jimena Hails - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-1731

dummy-image

Becky Haya Acevedo - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-8523

dummy-image

Renato Bisconcini - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-8594

dummy-image

Eric Newman - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-5325

dummy-image

Hugo Mantilla - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-5326

dummy-image

Alfredo Rotemberg - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
786-777-6930

dummy-image

Gina Rodriguez

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-5356

dummy-image

Matias Cavalieri - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-2414

dummy-image

Javier Valle - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-377-4288

dummy-image

Sandra Gonzalez Del Campo - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-5328

dummy-image

Diana Antonini - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-347-6264

dummy-image

Xavier Santos - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-347-6205

dummy-image

Enrique Vila - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
786-777-6924

dummy-image

Fabian Wabnik - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-0228

dummy-image

Donato Arguelles - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-5426

dummy-image

Ricardo Sucre - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-0237

dummy-image

Marco Bigotti - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
786-777-6929

dummy-image

Tiani Hausen - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-347-2088

dummy-image

Jack Carvalho - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-1721

dummy-image

Rodolfo Garza-Fernandez - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-0219

dummy-image

Carlos Rodriguez - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-5339

dummy-image

German Hornstein - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-347-2046

dummy-image

Lourdes Sevilla-Sacasa - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
786-777-6910

dummy-image

Arlette Citraro - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-347-2069

dummy-image

Alejandro Salvidea - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-347-2004

dummy-image

Maria Paredes - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-1734

dummy-image

Owen O'Neil - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
786-777-6931

dummy-image

Sebastian Levy - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-8502

dummy-image

Ingrid Raad - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-347-2061

dummy-image

Andres Loredo - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-347-2054

dummy-image

Claudio Simoes - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-0223

dummy-image

Javier Jaramillo - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-347-6211

dummy-image

Jose Arredondo - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-347-2015

dummy-image

Ricardo Bembibre - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-0216

dummy-image

Jim Scholz - Morgan Stanley

9130 S Dadeland Blvd
Ste 1702

Miami, FL 33156
305-671-2005

dummy-image

Gregory Scott Breen - Morgan Stanley

9130 S Dadeland Blvd
Ste 1702

Miami, FL 33156
305-671-2008

dummy-image

Ernesto Cucalon - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
786-777-6916

dummy-image

Rosa Gonzalez - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-1714

dummy-image

Daniele Conci - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-5310

dummy-image

Richard Earle - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-377-4290

dummy-image

Leon Ciobataru - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
786-777-6950

dummy-image

Strategic Investment Services

14248 Southwest 158th Path

Miami, FL 33196
305-234-0003

dummy-image

Jorge Morasso - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-5311

dummy-image

Manuel Rivero - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-8537

dummy-image

Luis Guerra - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-1760

dummy-image

Fulvio Urbinati - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-5419

dummy-image

Rodrigo De Oliveira - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-0220

dummy-image

Astrid S Nino - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-8561

dummy-image

Priscila E Querasian - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-1712

dummy-image

Maria Del Rosario Hondermann - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
786-777-6959

dummy-image

Juan Carlos Mayol - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-2401

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial advisors who meet your requirements

paladin-banner
Get Matched With Advisors