Ricardo Avila

Executive Director, Private Wealth Advisor @Morgan Stanley

Miami-Fort Lauderdale, FL, US
EMAILS
r••••••••@morganstanley.com
MOBILE NUMBERS
+17•••••••13

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WORK HISTORY

Aug 2023 — Present

Executive Director, Private Wealth Advisor @Morgan Stanley

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Miami, FL, US

Executive Director, Private Wealth Advisor at Morgan Stanley (Miami, Florida, United States). 08/2023 - Present. ©202X Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor\'s past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: 21•••57

EDUCATION

1995 — 1998

University of Miami

Bachelor of Business Administration (B.B.A.), Economics

SKILLS

Financial ModelingPortfolio ManagementSeries 63Asset ManagmentFinancial AnalysisSeries 7Real Estate DevelopmentSpanish

ABOUT RICARDO AVILA

Experienced Financial Advisor in Wealth Management dedicated to assisting individuals and families achieve their financial goals. Morgan Stanley is committed to maintaining the world-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back.

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