Project Description

Mercedes is a member of The Catena Group, a Private Wealth team at Morgan Stanley. Leveraging over 30 years of experience, The Catena Group is a well-coordinated team of investing, wealth planning and client service professionals who serve a select clientele of high-achieving individuals and families, their foundations, and their business entities.

As a Chartered Retirement Planning Counselor®, create and maintain highly customized solutions to help our clients address the multifaceted challenges of managing generational wealth, leaving them free to focus on the people, causes and institutions that add joy and meaning to their lives. Mercedes is particularly engaged in helping clients create detailed plans to maintain their desired lifestyle through their most treasured years.

Mercedes is a proud graduate of Florida Gulf Coast University, a member of the Executive Committee for the Shelter for Abused Women and Children’s Guild and the President of The Council of Hispanic Business Professionals.

[email protected]