Morgan Stanley Private Wealth Management

Daniele Conci

Managing Director, Private Wealth Advisor, International Client Advisor

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Daniele Conci

An exclusive focus on helping affluent families and their foundations create strategies to preserve capital, generate income and transfer wealth.



As Morgan Stanley Private Wealth Advisors, we combine our own talents and experience with the vast resources of a global financial services firm to address the planning, governance, liability management and investing needs of ultra high net worth families, their businesses and philanthropic enterprises. We take a holistic approach that is grounded in investment strategy, but covers virtually every aspect of your financial life: risk management, liabilities, trusts and estate structures and even family dynamics and lifestyle management issues. Our goal is to help preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come.

We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.


  • Comprehensive Wealth Planning

Securities Agent: CA, CT, DC, DE, FL, IL, MA, MO, MT, NJ, NY, OH, PA, TX, VA, VI, WY; General Securities Representative; Investment Advisor Representative

NMLS#: 1600247

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.


Born and raised in the spectacular Dolomites region of Italy, educated with financial and computer programming, Daniele has over 15 years of experience in International Wealth Management.

He originally moved to Miami in 1999 with the goal establishing the private banking agency of an Italian bank, where he worked until 2005 when he moved to BNP Paribas. After 6 years of managing his book of clients at the French bank in both Miami and New York, Daniele joined Morgan Stanley in 2011 as a Managing Director, where he continues to grow his niche clientele of Italian heritage.

Fluent in English, Spanish, and Italian; Daniele advises his clients in South America and Europe, with a specific focus on markets like Venezuela, Chile, Peru, Mexico and Argentina.

For over 15 years, Daniele has helped high net worth individuals and their families develop and implement wealth management strategies tailored to their specific needs and situations.

In addition, Daniele is a senior portfolio manager with a focus on active/tactical investment management.

Daniele appeared on the "On Wall Street" magazine of January 2015 as "Top 40 under 40" (listing the top 40 advisors in the country under 40 years of age within the Wealth Management Business in the United States).

Daniele also serves as co-chair of the ICA Council (International Client Advisor), a selected group of 14 executives representing the International Wealth Management business of Morgan Stanley across the country.

Although Daniele has lived in New York for several years he is happy to call Miami his home.

About PWM

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth.  Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:

  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control 

Private Wealth Management Highlights
  • Approximately 250 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $300 billion in AUM2
  • Comprising over 20% of the Barron’s Top 100 Financial Advisors list for 20163
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families

1 Morgan Stanley Internal Compensable Revenue Report, July 21, 2016
2 Morgan Stanley Wealth Management, December 31, 2016
3 Barron’s Top 100 Financial Advisors, April 16, 2016

Client Service Team

Client Service Team

Mariana Brichesi

Jaime De Bettio

Ana Maria Acuna

Aldo Mendivil

Ana Mota

Thays Pires

Victor Lugo

Securities Agent: CA, CT, DC, DE, FL, IL, MA, MO, MT, NJ, NY, OH, PA, TX, VA, VI, WY; General Securities Representative; Investment Advisor Representative

Eduardo Alvarez Andreu

Securities Agent: CA, CT, DC, DE, FL, IL, MA, MO, MT, NJ, NY, OH, PA, TX, VA, VI, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

Renato Rizzatti



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Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.

Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.

Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.

Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.

Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.

Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.



  • 200 South Biscayne Blvd, 51st Fl
  • Miami, FL 33131

    Insights and Outcomes

    Thought Leadership from Morgan Stanley Family Office Resources for our ultra high net worth clients, which contains thought-provoking articles, authored by some of the leading FOR specialists.

    Ready to start a conversation? Contact Daniele Conci today.

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