Morgan Stanley Financial Advisors - Miami Beach (FL)

Maria Bencomo I have had the pleasure of working with Jorge as my financial advisor, and I can confidently say he has exceeded every expectation. His professionalism, transparency, and genuine care for his clients’ well-being truly set him apart. One particular instance that stood out was when I referred a friend to Jorge. Rather than encouraging a change for personal gain, he advised my friend to keep his investments where they were because it was the best decision for him. That level of honesty is rare in this industry and speaks volumes about Jorge’s character. Jorge has also been instrumental in helping me budget and organize my financial documents to ensure I’m well-prepared for the future. He takes the time to answer every question thoroughly and leaves no detail unaddressed. I’m incredibly grateful for Jorge’s support and helping my son as he transitions into post-graduate life. I highly recommend him to anyone seeking trustworthy and knowledgeable financial guidance.

a kohn I want to extend my sincere thanks to Jenny for her exceptional work on my business plan. Not only did she capture my vision with clarity and professionalism, but her strategic guidance played a key role in helping me secure an approved license—the first of its kind. Her attention to detail, industry knowledge, and ability to communicate complex ideas in a straightforward and compelling way made all the difference. I now have a strong, investor-ready plan and a solid foundation to build on. I highly recommend her services to anyone launching or growing a business.

cechu CMV Excellent service

Elizabeth Golightly Werth My family has been using Rick Tonkinson for over 40 years. They always took care of my father and now my finances feel secure in their hands.

Gustavo Antonioni Horrible customer service and bank does not take responsibility for stealing your money! I tried to withdraw money from their ATM last night - machine did not give me money but receipt confirmed my money was taken. I called today to speak with bank Manager Bill Reynolds and after they checked my withdrawal receipt transaction number they confirmed no money was issued and that I had to deal with this situation with my bank which is based in England as I ma here as a tourist. So not only did I not get cash last night because of their negligence I had to incur long distance charges today to have my bank resolve this . I find this to be a terrible oversight in taking responsibility for what is actually theft . NEVER USE THIS BANK!