Title: Managing Director
Company: Alex Brown, a Division of Raymond James & Associates Inc.
Location: Miami, Florida, United States
Eva Marina Ovejero, Managing Director at Alex Brown, a Division of Raymond James & Associates Inc., has been recognized by Marquis Who’s Who Top Executives for dedication, achievements and leadership in financial planning and investment management.
For over two decades, Ms. Ovejero has demonstrated exceptional expertise in the financial industry, particularly in wealth management. Since 2023, she has served as the managing director at Alex Brown, a division of Raymond James & Associates Inc., in Miami, Florida. In this role, Ms. Ovejero manages portfolios for ultra-high-net-worth international clients, primarily Spanish-speaking business owners and wealthy families in Latin America. Her responsibilities include facilitating loans secured against these portfolios and overseeing the transition to the next generation through trust companies and other structures. Ms. Ovejero excels in optimizing cost and tax implications efficiency while overseeing bonds, mutual funds and collective investment trust funds within the portfolios. Her commitment to maintaining regular communication with clients ensures their needs are addressed promptly and effectively.
Established in 1800, Alex Brown & Sons became recognized as the nation’s first investment banking firm. Today, the organization encompasses over 3,000 locations throughout the U.S., Canada and abroad, employing over 8,000 financial advisors.
Before being acquired by Alex Brown, Ms. Ovejero held several significant roles that have contributed to her professional growth and continued success in the industry. From 2004 to 2023, she was an executive director specializing in portfolio management and financial planning at Morgan Stanley in Miami and Fort Lauderdale, Florida. Her outstanding performance earned her membership in Morgan Stanley’s prestigious President’s Club in 2022.
Ms. Ovejero’s distinguished tenure at Morgan Stanley was preceded by her role as an account executive at Lloyds TSB Bank PLC between 2000 and 2004, where she was involved in international private banking. She also excelled as an investment advisor at Banco Santander S.A. from 1999 to 2000, serving the Latin American market in Argentina. Ms. Ovejero’s career began as a representative at Dynamic Telecom LDI Group in Spain in 1997.
Ms. Ovejero’s academic background laid a strong foundation for her success. She earned a bachelor’s degree in business administration and finance from Universidad Autónoma de Madrid in Spain in 1997. Further enhancing her expertise, Ms. Ovejero became a certified portfolio manager through Columbia University in 2019.
Beyond her professional achievements, Ms. Ovejero is committed to giving back to the community. Most notably, she volunteered at Nicklaus Children’s Hospital. She draws tremendous satisfaction from engaging with organizations and nonprofits.
In light of her success, Working Mother Magazine named Ms. Ovejero among the Top Wealth Advisor Moms in 2021. Forbes also recognized her as one of the Best-In-State Wealth Advisors and Best-In-State Women Advisors in 2023. Ms. Ovejero attributes much of her success to word-of-mouth referrals, which reflect her excellence and dedication to client satisfaction. As a mentor, she has guided over 20 aspiring professionals toward successful careers in wealth management.
Ms. Ovejero values building lasting relationships with her clients and aims to provide comprehensive financial planning services beyond portfolio management, including family inheritance matters. As she looks forward to the future of her career in the financial planning and investment management sector, she aspires to continue growing alongside her clients by offering personalized approaches that address all their financial needs while fostering enduring partnerships.
For more information, please visit:
Contact Ms. Ovejero:
