Rodrigo Suarez-Navarro in

Rodrigo Suarez-Navarro

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Vice President, Financial Advisor at Morgan Stanley at Morgan Stanley
📍 New York City Metropolitan Area, United States

Rodrigo is a Vice President and Financial Advisor with The Cotto Wealth Management Group at Morgan Stanley. A graduate of the Zicklin School of Business with a degree in Finance and Political Science, he specializes in creating financial plans for high-net-worth individuals, entrepreneurs, and philanthropic organizations.

As a first-generation immigrant from Bolivia, Rodrigo is passionate about supporting the Hispanic community. He lives in Westchester, New York, and enjoys an active lifestyle that includes skiing, biking, playing soccer, and trying new cuisines with family and friends.

He is the co-founder of the Young Professionals Alzheimers Council in the Hudson Valley and a former co-founder of the Emerging Leaders Board at Latino U.

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Experience
8 Years
Current Role
Vice President, Financial Advisor at Morgan Stanley
Job Level
Senior
Location
New York City Metropolitan Area, United States
Personality Overview

How Rodrigo shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Rodrigo cares about

Philanthropic Advising
His team works directly with philanthropic organizations, and he has co-founded two non-profit young professionals' councils himself.
Hispanic Community
As a first-generation immigrant from Bolivia, he is explicitly passionate about helping other Hispanics who share a similar path.
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Career

Work history

1-2026
Vice President, Financial Advisor at Morgan Stanley
Morgan Stanley
8-2021 - 1-2026
Associate Vice President, Financial Advisor at Morgan Stanley
Morgan Stanley
10-2017 - 7-2021
Wealth Management Associate
Morgan Stanley
6-2017 - 8-2017
Corporate Sales
New York Yankees
In the press

Media appearances

Rodrigo Suarez-Navarro Named to Pacesetter's Club at Morgan Stanley. Featured in Morgan Stanley Advisor
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Education
Finance and Investments
Zicklin School of Business
Education details unavailable
Valhalla High School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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