"Leverage Strategies for Clients Real Estate Portfolio"
Juan Carlos Diez
Morgan Stanley Wealth Management
By leveraging Morgan Stanley’s resources, I am positioned to provide small business owners, real estate investors, and high net worth individuals with sophisticated investment advice and cash management and lending solutions, so they can maximize their ability to earn save and preserve their wealth. I do this by understanding what my clients wish to achieve and laying out a goals based approach to realize them. This includes a meticulous and methodical investment approach with tailored portfolio models, and ongoing account management.
My background lies in the oil and gas industry. I obtained my Bachelor of Science degree in Petroleum Engineering at Texas A&M University, I worked on the exploration team for Devon Energy, and I familiarized myself with Eagle Ford area when I helped run a successful service company. I transitioned my career to financial services by leveraging Morgan Stanley’s capabilities to identify opportunities and navigate challenges in our clients’ multifaceted financial affairs.
At its core, what I do is attempt to provide clarity to your personal and financial goals and try to help remove the fear from your investment decisions. My primary goal is to provide you with confidence with regard to your investments.
Networking begins at 11:30 a.m.
Meeting Noon to 1 p.m.
Member-early registration - $20
Member-late registration - $25
Non-member - $40
Greek Salad, Herb Roasted Salmon, Key Lime Pie
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