J. C. Britt, CFP®
My Mission Statement
WELCOME
Morgan Stanley serves sophisticated investors, business owners, and families with multi-generational wealth. With access to world-class research and a broad array of investment options, I am able to develop an investment strategy tailored to your unique situation and aligned with your objectives.
As a Financial Advisor working exclusively with high-net-worth clients, I draw on my experience navigating the challenges that come with significant wealth to support your efforts to preserve and grow a lasting legacy.
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EDUCATION
- Campbell University- BBA with a certificate in Trust Management
- CFP® - Certified Financial Planner
- Series 7 - General Securities
- Series 66 - Securities Agent and Investment Advisor
- Series 31 - Managed Futures
- Life, Health and Annuity licenses
- NMLS # 1261983
EXPERIENCE
- 2010 - Present: Morgan Stanley Portfolio Management Director
- UBS Financial Services
- U.S. Trust Company
ASSOCIATIONS
- Hibiscus Children's Center Past President of the Indian River County Foundation Board Member of Governing Board
- First United Methodist Church Past Chair of The Permanent Endowment Committee Chair of Finance
- Indian River County Planned Giving Council Past President
- Humane Society of Indian River County Past Vice President
NMLS#: 1261983
OUR SIX-STEP PROCESS
Our wealth management approach focuses on your, your family and your future – where you are today and where you want to go. Working together, we develop the strategies to help get you there, navigating life's challenges and helping you make more informed decisions about your wealth.
I begin with an informal conversation to understand your financial concerns and determine how I can add value. Once we agree to move forward, we'll schedule our next meeting and request important financial information.
We continue the dialogue with in-depth conversations where we learn about the values that shape your decisions and identify any unique circumstances. We also review the documents you've prepared and define your priorities.
I utilize proprietary financial planning tools to develop a personalized and detailed plan with recommendations to help you grow, preserve, and transfer your wealth. Using the resources available at a world-class firm allows me to select from investments and strategies that align with your current needs and future goals.
In this step, I present appropriate strategies that are designed to work together to achieve your goals. Upon your approval, we open new accounts for you at Morgan Stanley and initiate our investment recommendations. We'll also begin to implement other strategies we've discussed. These often encompass tax minimization strategies, as well as risk management and estate planning techniques.
Your financial situation may fluctuate with additional responsibilities or added income or inheritance. Your financial plan will change over time as your personal and family situation evolves. I regularly revisit the strategies we've developed to make tactical suggestions that adjust for the needs of ever-changing situations and markets.
Committed to premium service, I focus on developing a relationship that provides value to you and your family. As we begin to execute each strategy, we'll set up tools so you have immediate access to your account information. And because markets and personal needs change over time, we set up ongoing meeting to help you remain on the path to achieve your goals.
I help my clients plan for their retirement years and leave a legacy for the future. By working with them to define their priorities and goals, using the tools and resources at our disposal as a part of a world-class firm, we develop custom solutions in an effort to help them safeguard their wealth and track their progress.
WHO WE HELP:
Developing a plan for retirement is essential. Working with an experienced advisor can help you define and meet your personal retirement goals. Retirement planning on your own can be stressful... we strive to make the process as easy as possible.
Our financial planning process for multi-generational families takes into account your lifestyle, portfolio objectives and legacy goals. We strive to educate the next generation on handling the responsibilities of inheriting wealth.
WHAT WE DO:
Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. We can help you create a wealth plan that's adaptable to the different stages of your life using our cutting edge tools- Goals Planning System (GPS) and LifeView.
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential, manage unrealized gains and help keep more of what you earn.
Portfolios that harness Morgan Stanley's industry-leading advice, resources and risk management—calibrated to your specific goals.
At Morgan Stanley, we offer unique cash management and lending solutions to complement your investments and help simplify your finances.
I've gathered timely news and educational materials in an effort to inform and assist you in evaluating your financial well-being and other areas of your life.
- Market News: Andrew Slimmon's Take
- Wealth Perspectives: Understanding IPO's & Exceptional Leaders
- Wellbeing: Your Watch Wants You to Go to the Gym & Why Pickleball Injuries Are So Common
- Summer Travel: Travel Trends 2026 & The 12 Best Places to Visit in July
- Market News: 2026 Stock Market Outlook
- Wealth Resources: The Pyramid of Giving: How to Say Yes (When to Say No) &
When to Claim Social Security? - Cyber Safety: 5 Ways to Protect Your Digital Footprint
NEWSLETTERS
Read our Second Quarter Newsletter with information on:
Read our First Quarter Newsletter with information on the following:
PODCASTS AND INTERVIEWS
Catch the latest episode of Thoughts on the Market featuring a variety of Morgan Stanley thought leaders and guests that provide economic and financial insights into the headlines. Don't forget to subscribe!
From marriage and raising a family to retirement and philanthropy, this podcast interviews clients facing real-word financial questions and explores the guidance their advisors provide.
Iconic investors sit down with Morgan Stanley leaders to go behind the scenes on the critical moments – both successes and setbacks – that shaped who they are today.
In this engaging series from Morgan Stanley, experts from across the firm sit down with leaders at world-class companies for insightful conversations covering everything from leadership lessons to foundational changes in industries, markets and society.
I want you to have access to your account information and wealth education any time of day. Below are links digital tools and modern wealth management resources to help you simplify your finances, keep your information secure, and track progress toward your goals.
Morgan Stanley Online (MSO) allows you to conveniently and securely manage your account online. It is the key to accessing additional digital tools available to save you time and help you organize your finances.
Access your account wherever, whenever using the Morgan Stanley Mobile App. It gives you the same capabilities as Morgan Stanley Online from the convenience of your phone. Learn about the mobile capabilities and how to get the app.
With E-Authorization, you no longer need to sign a paper Letter of Authorization (LOA) to approve electronic transactions. Securely access through Morgan Stanley Online or the Morgan Stanley Mobile App.
The Digital Vault, accessible on Morgan Stanley Online and through the Morgan Stanley Mobile App, allows you to securely upload documents and conveniently share them with your financial team.
Link all of your accounts for a convenient and secure way to view your assets and liabilities in one place.
GPS helps clients define what they want to acheive, then creates a financial framework that can help them navigate their path.
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
7Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan's investment options and the historical investment performance of these options, the Plan's flexibility and features, the reputation and expertise of the Plan's investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state's own Qualified Tuition Program. Investors should determine their home state's tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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