Eva Marina Ovejero

Senior Vice President, International Client Advisor, Senior Portfolio Manager

Contact Me
Eva Marina Ovejero

MY MISSION STATEMENT

Working with you to help preserve and grow wealth for your long-term goals

My Story and Services

Welcome

Morgan Stanley serves many of the world's most sophisticated investors, and our firm is one of the nation's leading firms to help clients with their personal wealth. As your Financial Advisor, I have experience with the unique challenges, styles, and strategies that distinguish wealth investors. I will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

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Services Include

  • Wealth Management
  • Professional Portfolio Management
  • Lending Products
  • Estate Planning Strategies
  • Structured Products
  • Asset Management
  • Fixed Income
  • Sustainable Investing
  • Trust Accounts

Securities Agent: AR, DE, FL, MD, MN, NC, NY, OR, PA, PR, SD, TX; General Securities Representative; Investment Advisor Representative

NMLS#: 1285108


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Education

Education

  • Business Administration: Finance - Universidad Autonoma de Madrid - Madrid, Spain
  • Series 7: General Securities Representative
  • Series 66: Uniform Combined State Law

Client Service Team

Client Service Team

David Llanos

Client Service Associate


(305) 376-8527
david.llanos@morganstanley.com

Professional Details
• Present: Morgan Stanley
• 2014-2018: Wells Fargo Advisors
• 2013-2014: The Keyes Company
• B.S., International Business - Florida International University - Miami, FL
• Series 7 - General Securities Representative
• Series 66- Uniform Combined State Law

Diana Egudin

Senior Registered Associate


(305) 376-8569
diana.egudin@morganstanley.com

Professional Details
• 2010 - Present: Morgan Stanley
• 2001 - 2010: UBS Financial Services
• 2000 - 2001: Merrill Lynch Financial Services
• 1994 - 2000: PaineWebber Financial Services
• Business Administration - Universidad Santa Maria La Antigua, Panama, Panama
• Series 7 - General Securities Representative
• Series 63 - Blue Sky Laws

Andres Alfonzo

Wealth Management Associate


(786) 237-6373
andres.alfonzo@morganstanley.com

Professional Details
• 2018 - Present: Morgan Stanley
• 2017 - Santander Private Banking International
• 2017 - B.S. Finance - Lutgert College of Business - Fort Myers, FL
• 2008 - 2012: Venezuelan Junior Davis Cup Team

Daniel Radi

Analyst, Private Wealth Management


(305) 377-4294
daniel.radi@morganstanley.com

Professional Details
• Present: Morgan Stanley, Wealth Management Analyst
• Present: B.S., Finance & International Business - Florida International University - Miami, FL
• 2018: A.K. Global Investment Management, Equity Research Analyst
• 2018: J.P. Morgan Chase & Co., Wealth Management Analyst
• 2017: United Technologies, Corporate Finance Analyst

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Philanthropy

Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

More From Morgan Stanley

Ready to start a conversation? Contact Eva Marina Ovejero today.

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