Christopher Aitken
Managing Director, Private Wealth Advisor
Phone:
(904) 543-7826(904) 543-7826
Morgan Stanley Private Wealth Management
Sanctuary Pointe Group
Direct:
(904) 543-7826(904) 543-7826
Our Mission Statement
Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.
WELCOME
At Sanctuary Pointe Group, we understand that significant wealth requires tailored, custom solutions. We work with a select number of highly successful business executives and business owners, institutions, multigenerational families and family offices—helping them organize and simplify their financial lives, no matter how complex.
Our multigenerational team has a combined experience of 250 years, equipping us with the knowledge to guide you in achieving your financial and personal goals. We treat each and every client like family and work hard to build collaborative relationships that are grounded in trust. Because we understand first-hand the complexities and challenges that come with family wealth, we help you make rational, smart decisions because life can be unpredictable and we are here to guide you along the way. And, by taking excellent care of your financial assets, we help to free you and your family up to live your lives, manage your businesses and pursue your passions.
Our multigenerational team has a combined experience of 250 years, equipping us with the knowledge to guide you in achieving your financial and personal goals. We treat each and every client like family and work hard to build collaborative relationships that are grounded in trust. Because we understand first-hand the complexities and challenges that come with family wealth, we help you make rational, smart decisions because life can be unpredictable and we are here to guide you along the way. And, by taking excellent care of your financial assets, we help to free you and your family up to live your lives, manage your businesses and pursue your passions.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
PURSUING YOUR GOALS, TOGETHER
Managing family wealth is like running a company - you need a strategy to help manage assets and mitigate risks. Bridging the gap between private wealth and investment management services, we work with owners and founders striving to accelerate growth and develop robust succession plans. We help manage the entire process by leveraging some of the top research and investment management resources in the industry.
Estate Planning and Business Succession
The key to determining which trust, tax, and estate strategies to execute is to understand the interplay of personal and exogenous factors. Liquidity events such as an initial public offering or a merger or acquisition may provide income and estate planning opportunities.
Philanthropic Advisory
We believe that philanthropy must be more than checkbook writing. That is why we encourage philanthropic conversations with our team and your family to discuss values, motivations, visions, and to develop a mission statement is an effective step to achieving long term philanthropic engagement.
Senior Executives
We help those who have complex incentive compensation packages and concentrated equity positions in public companies. While most are highly sophisticated in financial matters, their personal, business and civic commitments often leave them little time to focus on their personal finances.
Pre-Liquidity Planning
Facing a significant liquidity event, the uncertainty and stress of divorce or the loss of a loved one, you need a knowledgeable and experienced ally on your side to help evaluate options and make important financial decisions to help you achieve the results you deserve.
Family Office
We can offer an extensive range of capabilities to extend and enhance the services they deliver to their owners, and the consultative expertise to improve their operations. We are often called upon to work with the younger generation of the SFO owners, as they begin to assume a larger role in decision-making.
Equity Compensation 101
When you own company equity, you become a shareholder in your company. Equity programs vary widely, so it is important to understand the details and how it fits into your financial plan.
VALUABLE TOOLS AND RESEARCH
It has never been more important to have a financial plan in place to get you to where you want to be. To help stay up to date on the broader economy as well as with personal finance best practices, we have provided some resources below to help you to get started.
Thoughts on the Market Podcast
With perspectives on the forces shaping the market, join Morgan Stanley's top analysts and strategists as they discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
On The Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Wealth and Estate Planning Video Series
Explore a series of educational videos covering topics such as Foundational Estate Planning Documents, Estate & Gift Taxes, Grantor Retained Annuity Trusts (GRATs), Irrevocable Life Insurance Trusts and more.
Location
6735 Southpoint Dr
3rd Floor
Jacksonville, FL 32216
US
Direct:
(904) 543-7826(904) 543-7826
Meet Sanctuary Pointe Group
Ken Tonning
Senior Vice President, Private Wealth Advisor
Phone:
(904) 543-7829(904) 543-7829
David Ly, CFP®
Financial Planning Analyst
Phone:
(904) 543-7835(904) 543-7835
Scott Mayer, CFA®
Consulting Group Analyst
Phone:
(904) 543-7827(904) 543-7827
Viktoriya Rudometkin
Chief of Staff
Phone:
(904) 543-7838(904) 543-7838
About Me
For over three decades Chris has worked closely with ultra-high net worth individuals, families, family offices and non-profit institutional clients. As leader of the Sanctuary Pointe Group, Chris works closely with the team and clients to help them make rational decisions in irrational times and navigate the complexities of managing substantial wealth. Chris has extensive experience advising clients on financial planning, cash flow management, asset allocation, wealth preservation, philanthropic strategies, risk mitigation, and tax planning.
Chris is a graduate of University of Maryland with a B.S. in accounting where he started his career with Price Waterhouse Coopers auditing and monitoring large pools of non-profit client assets.
Chris and his wife Letitia live in Jacksonville Beach, FL and have 5 children. Chris enjoys spending time with his family, traveling, collecting cars, golf, and skiing.
Chris is a graduate of University of Maryland with a B.S. in accounting where he started his career with Price Waterhouse Coopers auditing and monitoring large pools of non-profit client assets.
Chris and his wife Letitia live in Jacksonville Beach, FL and have 5 children. Chris enjoys spending time with his family, traveling, collecting cars, golf, and skiing.
Securities Agent: MI, AZ, ID, TN, MA, LA, IN, FL, CO, VA, CT, WA, MO, MD, WY, NV, GA, SC, OR, NY, NJ, NC, KY, VT, TX, PA, OH, MT, NM, CA; General Securities Representative; Investment Advisor Representative
About Me
Ken began his career in finance in New York City before relocating back to his home state of Florida. His expertise includes providing clients help identifying and implementing wealth transfer strategies that minimize tax implications and protect how they pass on financial assets. In addition, he provides strategic direction around investment needs, risk management, executive compensation, charitable giving and long-term financial planning.
Ken graduated from Sewanee: The University of the South (B.A.) and Cumberland School of Law at Samford University (J.D.)
Ken lives in Ponte Vedra Beach with his wife, Kimberly, and two children. Ken enjoys skiing, biking, playing golf and travelling.
Ken graduated from Sewanee: The University of the South (B.A.) and Cumberland School of Law at Samford University (J.D.)
Ken lives in Ponte Vedra Beach with his wife, Kimberly, and two children. Ken enjoys skiing, biking, playing golf and travelling.
Securities Agent: MA, ID, NV, IL, KY, TX, TN, MT, NY, CT, CA, NM, WA, SC, MI, CO, PA, NJ, ME, MD, LA, AZ, FL, WY, VA, IN, GA, OH, VT, OR, MO; General Securities Representative; Investment Advisor Representative
About David Ly
David joined the Sanctuary Pointe Group in 2013. David's primary function is relationship management, he manages the day to day needs of our clients, and places trade executions. He assists the wealth management process by gathering, analyzing and communicating investment data to support in the investment allocation process. David analyzes and interprets portfolios, builds financial planning models, and runs performance reports. Furthermore, he assists in management of the team’s business operations, event planning, and technology. He places emphasis on continued education and meeting money managers to discover investment platforms, products and services as to how they can be utilized to meet our clients’ investment goals and needs.
David began his career with Merrill Lynch in 2006. He held several roles including retirement plans and distribution management, financial solutions advisor, and 401K education and conversions.
David is a family man, he enjoys spending time with his wife, Rhonda, and their daughter, Lillian. He's a season ticket holder of the Jacksonville Jaguars and avid sports fan. He enjoys traveling with friends and family, playing golf in his free time, and camping.
He also earned his MBA at UNF and has a CFP® designation. He is Series 7 and 66 licensed.
David began his career with Merrill Lynch in 2006. He held several roles including retirement plans and distribution management, financial solutions advisor, and 401K education and conversions.
David is a family man, he enjoys spending time with his wife, Rhonda, and their daughter, Lillian. He's a season ticket holder of the Jacksonville Jaguars and avid sports fan. He enjoys traveling with friends and family, playing golf in his free time, and camping.
He also earned his MBA at UNF and has a CFP® designation. He is Series 7 and 66 licensed.
About Scott Mayer
Scott joined UBS in 2018 before moving with the team to Morgan Stanley in 2025. He strives to uncover their clients’ needs and desires and provide solutions that will lead them to financial success. He serves as a Consulting Group Analyst and relationship manager for their clients. Scott assists in portfolio construction and helping to ensure that portfolios stay within their stated objectives. He focuses on client’s goals and objectives while assisting clients in their day-to-day needs.
He began his career at the Merrill Edge Advisory Center in 2013 as a Financial Solutions Advisor. He acted as a financial advisor to clients and assisted them in achieving their long-term investment goals. In 2017 he moved into a new role where he was responsible for managing 200 million in client assets. He assisted clients throughout the United Stated while based in Jacksonville, FL.
Scott graduated from Florida State University. He majored in Accounting and Finance with a minor in Economics. While employed at Merrill Edge he earned the CFA® designation and is currently active in the Jacksonville CFA® society. Scott is a fan of all Florida State Seminoles athletic teams. In his free time, he enjoys playing golf and skiing. Scott currently resides in Neptune Beach, FL with his wife.
He began his career at the Merrill Edge Advisory Center in 2013 as a Financial Solutions Advisor. He acted as a financial advisor to clients and assisted them in achieving their long-term investment goals. In 2017 he moved into a new role where he was responsible for managing 200 million in client assets. He assisted clients throughout the United Stated while based in Jacksonville, FL.
Scott graduated from Florida State University. He majored in Accounting and Finance with a minor in Economics. While employed at Merrill Edge he earned the CFA® designation and is currently active in the Jacksonville CFA® society. Scott is a fan of all Florida State Seminoles athletic teams. In his free time, he enjoys playing golf and skiing. Scott currently resides in Neptune Beach, FL with his wife.
About Viktoriya Rudometkin
Viktoriya is the Chief of Staff with the Sanctuary Pointe Group. Serving the financial needs of high-net-worth clients since 2005, she is responsible for executing all day-to-day operations and portfolio administration with precision and care. What sets Viktoriya apart from others in her field is her fierce loyalty to clients. Focused on ensuring seamless trade and task execution within compliance, she provides bespoke customer service. Viktoriya implements customized financial solutions and wealth management strategies in a high paced and dynamic environment, cutting through the red tape to ensure clients receive the best experience possible.
As a Veteran’s spouse and mother of two, Viktoriya understands the importance of family and the key role that financial well-being can play when bringing into fruition the foundations of future security. With clients representing diverse households, she listens to your needs to ensure holistic coordination of effort towards meeting goals. In her free time, Viktoriya enjoys spending time at the beach, watching kids swim competitively, playing pickleball with her family, and exploring the beauty of Florida nature, particularly the crystal clear springs.
Viktoriya holds the Series 7 and 66 licenses and possesses the knowledge to help navigate complex financial landscapes. With international roots, she studied at Bohdan Khmelnystsky National University in Ukraine, and Thomas Nelson College in VA, earning her degrees in English, Literature, and Business Administration. She is also fluent in Russian and Ukrainian.
As a Veteran’s spouse and mother of two, Viktoriya understands the importance of family and the key role that financial well-being can play when bringing into fruition the foundations of future security. With clients representing diverse households, she listens to your needs to ensure holistic coordination of effort towards meeting goals. In her free time, Viktoriya enjoys spending time at the beach, watching kids swim competitively, playing pickleball with her family, and exploring the beauty of Florida nature, particularly the crystal clear springs.
Viktoriya holds the Series 7 and 66 licenses and possesses the knowledge to help navigate complex financial landscapes. With international roots, she studied at Bohdan Khmelnystsky National University in Ukraine, and Thomas Nelson College in VA, earning her degrees in English, Literature, and Business Administration. She is also fluent in Russian and Ukrainian.
Contact Christopher Aitken
Contact Ken Tonning
Wealth Management
Global Investment Office
Portfolio Insights
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Asset Allocation does not assure a profit or protect against loss in declining financial markets.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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
3Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures
1Asset Allocation does not assure a profit or protect against loss in declining financial markets.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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
3Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures
CRC 4237142 (02/2025)
