MEET OUR TEAM
ERNESTO CUCALON
Title
He joined Merrill Lynch in 1997 as a Financial Advisor specializing in Wealth Management Banking. Previously, he was a Senior Vice President and Portfolio Manager at Morgan Stanley Wealth Management with a focus on Latin America. He holds a Master of Business Administration (MBA) from the University of Miami with a specialization in international business. In 2023, they partnered with Bolton Global Capital.
Certifications:
Series 7 and Series 65
Licensed by the State of Florida in Life and Health Insurance, as well as Annuities
LUISA MURO
Off: 786-629-1995
Whatsapp: 786-854-2211
Fax: 978-779-5356
She joined Merril Lynch in 2005 and later joined the Diez & Cucalón team in April 2011.
In 2011, she joined Morgan Stanley where she has served as a Portfolio Advisor to the present day.
In 2023, they partnered with Bolton Global Capital.
Certifications:
Series 7 and Series 66
NATALIA CUCALON
Off: 786-693-7884
Whatsapp: 305-707-6704
Fax: 978-779-5356
She joined Morgan Stanley in 2019 as a Customer Service Associate.
She graduated from Florida International University with a specialization in Finance.
In 2023, they partnered with Bolton Global Capital.
Certifications:
Licensed by SIE
CONTACT US
1441 Brickell Ave. Suite 1700
Miami, FL 33131
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Advisory Services Offered Through
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