Alex. Brown adds Morgan Stanley advisor managing $509 million

Alex. Brown adds Morgan Stanley advisor managing $509 million
Miami-based Eva Marina Ovejero has more than two decades of experience.
JUN 05, 2023

An advisor who oversaw $509 million in client assets at Morgan Stanley has joined Alex. Brown, a unit of Raymond James, the firm announced Monday.

Eva Marina Ovejero has more than two decades of experience and specializes in working with high-net-worth households and business owners from Central and South America. She will join Alex. Brown’s Brickell Avenue branch in Miami.

Ovejero had been affiliated with Morgan Stanley since 2009, according to her BrokerCheck report, and earlier worked at Citigroup Global Markets.

"The boutique wealth management style of Alex. Brown, combined with the vast resources and advanced technology of Raymond James, will be invaluable in providing personalized solutions and white-glove service to my clients,” she said in a statement.

Advisor strategies for overcoming 'The Retirement Challenge'

Latest News

Investors wins lawsuit against Atlanta B-D over tax shelter investment, potentially a first
Investors wins lawsuit against Atlanta B-D over tax shelter investment, potentially a first

InvestmentNews reported in 2017 that the IRS was scrutinizing the tax shelter land deals, called syndication conservation easements.

Pontera unveils non-discretionary advice tools in continued retirement platform buildout
Pontera unveils non-discretionary advice tools in continued retirement platform buildout

Advisors gain a second workflow for 401(k) guidance as the fintech expands beyond bulk rebalancing, backed by new policy research on advice access.

HSA balances hit record high, but are clients using them wrong?
HSA balances hit record high, but are clients using them wrong?

New data shows most people do not have enough saved to cover costs and are not fully utilizing their accounts.

Advisor moves: LPL, Cetera, Raymond James, NewEdge Wealth
Advisor moves: LPL, Cetera, Raymond James, NewEdge Wealth

Firms announce new recruits this week, with teams overseeing hundreds of millions in client assets switching affiliations.

Stratos Wealth adds $400M with RPI Financial Life Planners
Stratos Wealth adds $400M with RPI Financial Life Planners

It’s the 12th deal for Stratos since SEI's investment and follows 11 acquisitions worth $4.8B in 2025.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income