The Bermont/Carlin Group - Morgan Stanley Smith Barney Team - Coral Gables, FL
Morgan Stanley Smith Barney
The Bermont/Carlin Group
at Morgan Stanley Smith Barney
220 Alhambra Circle
10th Floor
Coral Gables, FL 33134
tel: (305) 476-3300
toll-free: (800) 327-4607
fax: (305) 448-5738
Richard B. Bermont
Richard B. Bermont
Senior Vice President
Financial Advisor
tel: (305) 476-3300
toll free: (800) 327-4607
fax: (305) 448-5738
Professional Details
  • Founding Senior Partner in The Bermont/Carlin Group at Morgan Stanley Smith Barney
  • Focused on Managing Money for High Net Worth Individuals and Families, Including Non Domestic Clients and Not for Profit Institutions
  • Bachelor's Degree - Economics and Finance
    University of Texas
  • Involved in Investment Business all of his Professional Life
  • Over 40 Years of Experience in the Financial Markets
  • Selected by The Winner's Circle, As South Florida's Top Financial Advisors
  • Sponsor of UM Business School "Bermont/Carlin Group Scholars"
    Provides New York Job and Internship Interviews for Outstanding Students
  • University of Miami
    Trustee
  • Economic Society of South Florida
    Past President
  • Bankers Club - Miami, Fl
    Board of Governors - Past Chairman
  • Active in Fundraising for a Number of Community Organizations and the University of Miami
  • United Way of Miami Dade
    Membres de la Societe
Richard B. Bermont is licensed in the following state(s): AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, NC, NJ, NV, NY, OK, OR, PA, TX, VA, VT, WA
Adam E. Carlin
Adam E. Carlin
Managing Director – Wealth Management
Financial Advisor
Senior Portfolio Management Director
tel: (305) 476-3302
toll free: (800) 327-4607
fax: (305) 448-5738
Professional Details
  • Senior Partner at The Bermont/Carlin Group at Morgan Stanley Smith Barney
  • Selected to be Part of Research Magazine Prestigious "Winner's Circle - State-By-State" Ranking of the Top Advisors in America
    2006, 2007, 2008 and 2009
  • Chosen to Attend the 2005, 2006, 2007, 2008 and 2009 Barron's Magazine "Top Advisors Summit"
  • Co-Authored Two Academic Finance Ancillary Textbooks
  • New World Symphony
    Member - Board of Trustees
  • The Buoniconti Fund to Cure Paralysis
    Member- Board of Trustees
  • UM / Sylvester Comprehensive Cancer Center
    Co-Chair - Founder's Board
    Member- Board of Trustees
  • Cancer Support Community- Greater Miami
    Member- Board of Trustees
  • University of Miami
    Grand Founder
    Ibis Society Member
  • United Way Miami - Dade
    Trustee
    Ordre d'Egalite Member
  • Bankers Club - Miami, Fl
    Board of Governors - Past Chairman
  • Shake-A-Leg Miami
    Past Member- Board of Trustees
  • Named one of 2011's Ronald McDonald House's '12 Good Men'
  • Named as the 2011 Cancer Support Community-Greater Miami 'Champion of Community Spirit'
Adam E. Carlin is licensed in the following state(s): AL, AR, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, MI, MO, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA
Brian R. Exelbert
Brian R. Exelbert
Vice President
Financial Advisor
tel: (305) 476-3303
toll free: (800) 637-4394
fax: (305) 448-5738
Professional Details
  • Series 7, 63 & 65 Licensed
  • Life, Health & Variable Insurance Licensed
  • Bachelor's - Finance
  • Financial Planning Specialist Designation
  • 2001 - present: Morgan Stanley Smith Barney
    Vice President - Wealth Management
    Coral Gables, FL
  • Juvenile Diabetes Research Foundation
    Past President
    South Florida Chapter
  • Blue Chip Council
  • President's Volunteer Service Award
  • Leadership Miami
    Alumni
  • Friends of New World Symphony
    Executive Committee
Brian R. Exelbert is licensed in the following state(s): AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, MI, NC, NJ, NY, OH, PA, TX, VA, WA
Ronald A. Rosenberg
Portfolio Manager Associate
tel: 305.460.7805
fax: 305.448.5738
Professional Details
  • Series 3, 4, 5, 7, 12, 15, 24, 63 & 65 Licensed
  • Insurance Licensed
  • Branch Manager for 19 Years
  • Industry Experience since 1972
  • 30 Years at Morgan Stanley Smith Barney

Anne S. Meyers
Financial Advisor
tel: 305.476.3305
fax: 305.448.5748
Professional Details
  • Series 7 & 66 Licensed
  • Masters in Management Studies
    The Fuqua School of Business

Anuka G. Cantero
Registered Marketing Associate
tel: 305.476.3319
fax: 305.448.5738
Professional Details
  • Joined The Bermont/Carlin Group in 2003
  • Financial Services Industry since 1999
  • Series 7 and 63 Licensed

Diana Fernandez
Registered Marketing Associate
tel: 305.476.3318
fax: 305.448.5738
Professional Details
  • Series 7 and 63 Licensed
  • Joined The Bermont Carlin Group in 2005
    Financial Industry Experience since 1998
  • Previously Worked at Goldman Sachs and Credit Suisse First Boston
  • Miami Native
  • BBA - Finance and International Business
    Florida International University
    Attended FSU, Received Minor in Criminal Justice

Carlos A. Gutierrez
Registered Client Service Associate
tel: 305.476.3322
fax: 305.448.5738
Professional Details
  • Series 7 and 66 Licensed
  • BBA Finance- Florida State University

Arlette Pimentel
Registered Client Service Associate
tel: 305.460.7924
fax: 305.448.5738
Professional Details
  • Series 7 and 66 Licensed
  • BBA Finance- Florida International University

Dana M. De Maria
Registered Client Service Associate
tel: 305.460.7918
fax: 305.448.5738
Professional Details
  • Series 7 & 63 Licensed

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