Lucas Bergman Toro

PWM Client Service Associate at Morgan Stanley

Role
Pwm Client Service Associate at Morgan Stanley
Location
Miami, FL, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Lucas Bergman Toro

At Florida Financial, we\'ve completely reinvented the concept of financial advice to take you and your financial future to a whole new level. Unlike most advisors, we go beyond the traditional focus on your personal and financial life. Securities offered through TWS Securities, broker dealer, FINRA/MSRB/SIPC, Florida Financial Advisors is a Registered Investment Advisory firm in the state of FL. Contact info: l••••••••@floridafa.com +19•••••••16

Experience

  1. Pwm Client Service Associate

    Morgan Stanley

    Jun 2025 — Present · Miami, FL, US

Education

  • Georgetown University

    Immersion

    2018 — 2018

  • Universidad Pontificia Comillas

    International Business

    2022 — 2022

  • American University - Kogod School of Business

    Bachelor of Business Administration - BBA

    2019 — 2023

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Lucas Bergman Toro — Pwm Client Service Associate at Morgan Stanley in Miami, FL, US | Unifers