Jared Miller, CFP®
My Mission Statement
When change happens (planned or unexpected), we’re here to bring clarity, coordination, and steady guidance—so your financial decisions support what matters most.
My Story and Services
I became a Financial Advisor because I enjoy helping people make thoughtful decisions—especially when life is moving fast or the stakes feel high. With 18 years of experience and as a CERTIFIED FINANCIAL PLANNER® professional, I help clients bring structure and clarity to the moments that matter most—retirement transitions, family milestones, career changes, and legacy planning.
I joined Morgan Stanley in 2021 and serve clients as part of The Monte Santo Wealth Management Group, a large, experienced team intentionally built for continuity. Our structure is designed so clients can rely on consistent support over time—across life events, evolving goals, and generations.
My partner Todd McBride and I work closely together to ensure that you benefit from both experience and accessibility, with a shared commitment to proactive planning and responsive service. Our team holds advanced designations including CFP®, CIMA®, and CEPA®*, and our investment approach is supported by our Investment Solutions Group, led by Brian Peacock (Director of Investments). We use customizable portfolio models designed to reflect your goals, risk comfort, and tax circumstances, guided by a collaborative, committee-based process.
Most importantly, we aim to be a steady resource for the full picture of your life—helping coordinate conversations around estate planning, tax-aware strategies, and education planning for children and grandchildren. When something significant happens, we hope you think of us early—because to us, you're a person with priorities and people you love, and we are honored with the responsibility you allow us to manage.
*Team members with CFP® - Jared Miller, Alex Hightower, Brian Peacock
Team member with CIMA® - Brian Peacock
Team members with CEPA® - Todd Lowry, Todd McBride, Patrick Shields, Jay Hedgspeth, Alex Hightower
NMLS#: 554735
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
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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Awards Disclosures | Morgan Stanley
