VectorGlobal WMG
Carlos Morales is an experienced professional in the financial services sector, currently serving in Wealth Management at VectorGlobal WMG since April 2017. Previously, Carlos worked as an Investment Advisor at UBS from March 2014 to April 2017 and held the position of Client Relationship Manager at ARCA Capital Investments from November 2012 to November 2013. Carlos began their career at Merrill Lynch, where Carlos served as an Investment Associate and Equity Specialist from January 2006 until 2011. Carlos holds a Bachelor of Science degree in Industrial and Systems Engineering from the University of Florida, earned between 2003 and 2005.
VectorGlobal WMG
VectorGlobal WMG (Wealth Management Group) is a Broker-Dealer registered with the Securities and Exchange Commission (SEC), member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). We are part of Vector Financial Group, an organization with more than 500 employees servicing 15,000 clients in North, Central and South America. As a group we advice and manage assets equivalent to US $5 billion. With offices in Miami, New York and Houston, our goal is to provide personalized investment management services to clients that are looking for objective and impartial advice. Our commitment is to work in building our client’s financial projects, and to offer practical solutions to their financial needs, all of this with an open architecture model and the support of well known international custodian firms.