Tyler Morales
Wealth Advisor
Tyler Morales serves as a Wealth Advisor at Global Wealth Management, where he works with individuals and families to develop personalized financial strategies focused on retirement planning, risk management, and long-term financial security. He uses his steady, approachable style to help clients navigate financial decisions with clarity and confidence.
Prior to joining Global Wealth Management in 2023, Tyler began his career in financial services at Guerra Financial Group, where he progressed through roles including Client Services Associate, Asset Under Management Specialist, and Financial Advisor. Through these positions, he gained broad experience in financial planning, portfolio management, and client relationship development.
Tyler holds a Bachelor of Arts in Business Administration from St. Thomas University. He also maintains the Series 65 license, along with Life and Health Insurance licenses. Fluent in both English and Spanish, he values working with clients from diverse backgrounds and believes effective financial planning should reflect everyone’s goals, priorities, and circumstances.