Tyler Morales
Wealth Advisor
Tyler Morales is a seasoned financial advisor with a passion for empowering individuals and families to achieve their retirement dreams. With a diverse background in finance and a commitment to client success, Tyler brings a unique blend of expertise and empathy to his role at Global Wealth Management.
Before joining Global, Tyler honed his skills at Guerra Financial Group in Miami, where he spent three years specializing in Financial Planning, Investment Management & Portfolio Management, Tax Planning, Long-term care, and Legacy Planning. His experience in these areas provided him with a comprehensive understanding of the financial landscape and a deep appreciation for the importance of holistic wealth management.
Tyler’s journey in finance began after graduating from St. Thomas University with a major in Business, focusing on Sports Administration. While his initial career aspirations leaned towards the sports industry, Tyler discovered his true calling in finance and pursued further education and licensure. He holds licenses as a 2-15 and Series 65 advisor, allowing him to provide expert guidance to his clients.
Family is at the heart of Tyler’s life, residing in Miramar with his wife, Caroline, and their three children, Alessandra, TJ, and Olivia. Their family dynamic is completed by their beloved dog, Thor. In his free time, Tyler enjoys nothing more than spending quality time with his loved ones, whether it’s cheering on Miami sports teams, coaching his son in baseball, or embarking on family vacations.
Tyler’s journey into the financial services industry was deeply influenced by personal experiences, including his collegiate baseball career and the challenges brought about by the COVID-19 pandemic. As a former relief pitcher for his college team, Tyler experienced the highs and lows of competition firsthand. However, a shoulder injury coupled with the financial uncertainties of the pandemic led him to pivot towards retirement planning.
In his current role, Tyler finds immense fulfillment in helping clients navigate the complexities of retirement planning and investment management. He takes pride in guiding individuals towards a secure and fulfilling retirement, ensuring they can enjoy their golden years with confidence and peace of mind.
With a blend of expertise, compassion, and dedication, Tyler Morales is committed to making a positive impact on the lives of his clients and helping them achieve their financial goals, one retirement at a time.