Miguel Romero is a Wealth Consultant at A&M Financial Services, LLC in Westbury, New York. He works with individuals, families and business owners and focuses on portfolio analysis, evaluating each client’s holdings against appropriate benchmarks to provide a clear view of performance, allocation and risk. Miguel collaborates closely with the firm’s portfolio manager, CFP® professional and CPA, so that investment, planning and tax considerations are addressed together.
Before joining A&M, Miguel spent three years as an analyst at Morgan Stanley, supporting 24 private wealth management teams in Manhattan and Naples, Florida. These teams served high-net-worth and ultra-high-net-worth individuals and families, giving him close exposure to how experienced advisors build portfolios and manage risk for clients with significant assets. In 2024, he ranked first among more than 400 analysts at the firm, after placing second in 2023.
Miguel earned a Bachelor of Arts in Physics from Rutgers University, and his scientific training informs the quantitative, first-principles approach he brings to his work with clients. He holds the FINRA Series 7 and Series 63 registrations.
Outside the office, Miguel is a longtime martial arts practitioner and supports the firm’s community outreach in the Bronx.