Rodrigo Suarez-Navarro

Questioner
DISC Type : c

Vice President, Financial Advisor at Morgan Stanley at Morgan Stanley

New York City Metropolitan Area, United States

Overview

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.

Personality Overview

Not Easily Convinced

Price-Sensitive

Value Seeker

They are more likely than others to negotiate on pricing and terms.  They prefer to fully evaluate every situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care 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.
Private Markets
He recently shared a press release about his firm's capabilities in allowing clients to buy and sell shares of qualified private companies.

Media Appearances

Rodrigo Suarez-Navarro Named to Pacesetter's Club at Morgan Stanley. Featured in Morgan Stanley Advisor

See Now

Work History

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

Education

Finance and Investments from Zicklin School of Business
Education details unavailable from Valhalla High School

More Information

Social Presence :

Prographics :

Exp : 8 Location : New York City Metropolitan Area, United States Job Level : Senior Designation : Vice President, Financial Advisor at Morgan Stanley at Morgan Stanley
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Insights For Selling To Rodrigo

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Share as much information as possible regarding your product
  • Back up any claims with data and numbers

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rodrigo is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Rodrigo

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Rodrigo move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Rodrigo take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Rodrigo

Personality Compatibility


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