ADVISOR BIO

Delia Fung lin is a registered investment advisor representative with Morgan Stanley. Delia has been in the securities industry since March 10, 2019. Delia has a Series 7TO, Series 66, and SIE licenses. Delia is registered with the Financial Industry Regulatory Authority (FINRA) and is also registered with the states of Texas and Florida. Delia is a licensed agent in 46 states and also has a license to act as an Investment Advisor Representative in the states of Texas and Florida. Delia's firm, Morgan Stanley, has offices in Coral Gables, Florida. Delia specializes in working with insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

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ADVISOR BIO

Denise A. Alvarez is a financial advisor with UBS Financial Services Inc. in Coral Gables, Florida. Denise has been in the financial services industry since September 12, 2004. Denise holds Series 7, 9, 10, 63 and 65 securities licenses. Denise has been registered with UBS Financial Services Inc. since March 5, 2015. Denise is also registered with the state of Florida as an Investment Advisor Representative. Denise is a registered representative with UBS International Inc. since September 13, 2004, until January 1, 2010. Denise is a registered representative with UBS Financial Services Inc. in Coral Gables, Florida. Denise is a registered representative with UBS Financial Services Inc. in Coral Gables, Florida. Denise has a strong track record of providing clients with personalized financial advice.

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ADVISOR BIO

Derek Alexander Escarra is a financial advisor with LPL Financial LLC. Derek holds the Series 7TO, Series 66, and SIE licenses. Derek is registered with the state of Florida. Derek is located in the Coral Gables, Florida branch of LPL Financial LLC.

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ADVISOR BIO

Devin Alexi Davalos is a financial advisor who is currently registered with Ameriprise Financial Services, LLC. Devin Alexi Davalos has been in the industry since January 11, 2019 and holds the Series 66, Series 7, and SIE licenses. Previously, Devin Alexi Davalos was employed with UBS Financial Services Inc. from October 19, 2018 to June 5, 2023. Devin Alexi Davalos has offices in Coral Gables and Hialeah, Florida and serves a variety of client types including individuals, high-net-worth individuals, corporations, trusts and estates, charitable organizations, pension and profit-sharing plans, and insurance companies.

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ADVISOR BIO

Diana Louise Lopez is a financial advisor with UBS Financial Services Inc. in Coral Gables, Florida. Diana has been working in the financial services industry since 2009. Diana has a Series 7, 63, and 65 license and has been registered as a representative of UBS since 2018. Prior to joining UBS, Diana worked at HSBC Securities (USA) Inc., where she was a registered representative for over eight years. Diana has a variety of experience in the financial services industry, including providing financial planning, investment advice, and portfolio management services. Diana specializes in working with high-net-worth individuals, corporations, and other businesses.

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ADVISOR BIO

Diego Fernando Gonzalez is a registered representative with Oppenheimer & Co. Inc., a firm with more than $1 billion in assets under management. Diego Fernando Gonzalez has been in the industry since 1984 and holds a variety of licenses and certifications, including Series 3, 4, 5, 7, 15, 31, and 63. Diego Fernando Gonzalez specializes in investment advisory services, including portfolio management for individuals and businesses, as well as financial planning and pension consulting. Diego Fernando Gonzalez previously worked for UBS International Inc., UBS PaineWebber Inc., Chase Manhattan Investment Services, Inc., Lehman Brothers Inc., Barnett Brokerage Service, Inc., Amerifirst Securities Corporation, and Charles Schwab & Co., Inc.

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ADVISOR BIO

Dorian Gonzalez is an active investment advisor representative and registered representative with Oppenheimer & Co. Inc. Dorian has been in the financial services industry since August 21, 1997. Dorian is registered in 14 states and has passed Series 31, Series 63, Series 65 and Series 7 exams. Dorian holds a Certified Financial Planner designation. Dorian is registered with Oppenheimer & Co. Inc. and previously worked at Morgan Keegan & Company, Inc., PFIC Securities Corporation, WM Financial Services, Inc., and First Union Brokerage Services, Inc.

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ADVISOR BIO

Douglas Campbell is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., working in the CORAL GABLES, FL office. Douglas Campbell is a registered representative with the Securities and Exchange Commission (SEC) and is licensed to provide investment advice in both the state of New Jersey and New York. Douglas Campbell specializes in working with corporations or other businesses, high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and insurance companies. Douglas Campbell has been in the industry since 2007 and has a comprehensive understanding of financial markets and investment strategies. In addition to providing investment advice, Douglas Campbell also offers financial planning and portfolio management services.

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ADVISOR BIO

Edmur Ribeiro is a registered representative with UBS Financial Services Inc. Edmur has been in the industry since 2018 and is currently registered with the state of Florida. Edmur holds the Series 66, Series 7TO and SIE licenses. Edmur is also a registered investment advisor.

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ADVISOR BIO

Eduardo Alvarez Andreu is a registered investment advisor representative with Snowden Capital Advisors LLC. Eduardo is a licensed professional with over 16 years of experience in the financial services industry. Eduardo has a diverse background with previous experience at MORGAN STANLEY and BARCLAYS CAPITAL INC. Eduardo offers investment advisory services to a wide range of clients including corporations, high-net-worth individuals, and charitable organizations.

SPECIALIZATIONS