The Kaufman Millikin Group at Morgan Stanley

Steve brings a lifetime of experience to his role as a wealth management professional. As a Certified Financial Planner, Portfolio Manager and co-founder of The Kaufman Millikin Group, Steve has dedicated his career to providing personalized financial advice through a disciplined process. He enjoys educating and advising clients on how to make informed and confident decisions about their wealth. For Steve, professional success is measured in terms of client well-being and goal achievement.

Growing up in Parsippany, NJ, Steve was raised by two-hard working parents who ran a successful business in a nearby town. They worked long days and even longer weeks. Their dedication to their customers – treating everyone like family – was a principle that would become Steve’s “North Star” as he graduated from Fairleigh Dickenson University and moved to Florida. He began his career at Halpert, Oberst and Company, a municipal bond brokerage company located in Hallandale. The next 40+ years were filled with new and expanding opportunities that took Steve to such firms as Prudential Securities, Smith Barney and Merrill Lynch. He joined Morgan Stanley in 2019 and has been an invaluable member of the firm ever since.

For over 40 years, Steve has worked in the financial industry, building a successful practice and advising families on how to better understand and manage their total financial picture. His process begins with asking the right questions and listening carefully to deeply understand each client’s goals, values and circumstances. This information then serves as the foundation of a customized plan and investment portfolio. Steve enjoys educating clients so they can do more with their wealth now, while strengthening their long-term financial security.

Steve believes balance is vital to a happy life. He and his wife, Denise, have been married since 1991 and live in the same house they purchased over 30 years ago. They have three sons, Jacob, Joshua and Luke. Outside of the office, Steve loves to stay active. Favorite activities include pickleball, clay shooting, working out and training for half-marathons. He and Denise travel regularly across the country to participate in the marathon circuit. They also love to spend time enjoying the tranquility of their lake home in Lake Placid, Florida.

Jeffrey is a Certified Financial Planner, Chartered Retirement Planning Counselor^®, and co-founder of The Kaufman Millikin Group, a highly skilled advisory team located in Fort Lauderdale. He focuses on making a real difference in his clients’ lives through ongoing financial education and the implementation of a comprehensive financial plan. He listens carefully to each client’s goals, values and concerns, working tirelessly to help them achieve their personal and financial objectives.

Jeffrey joined the Marines at age 21. This experience had a profound impact on his life, deepening such values as discipline and strategic planning, critical tenets that serve as the foundation of his practice today. When Jeffrey arrived at his first unit, he was encouraged to take a personal financial management course. This course introduced him to the world of finance and awakened a passion for investing. When it came time to leave the Marines, Jeffrey decided to pursue a career that combined his interest in the markets with his desire to help others. After graduating cum laude from Florida Atlantic University, he joined Merrill Lynch in 2006 and 13 years later moved to Morgan Stanley.

Jeffrey enjoys working with like-minded clients who value the level of skill and service he and his colleagues deliver. He is committed to delivering a comprehensive financial plan to every client. This plan helps them make well-informed decisions, while maintaining the discipline necessary to navigate today’s challenging markets. Jeffrey receives great satisfaction knowing he is making a significant impact on the quality of his clients’ lives and often becomes one of the most important relationships to his clients and their families.

Jeffrey’s life centers on a love for his family. He and his soul mate, Jennifer, first met at the age of two, began dating in eighth grade and married in 2000. They find their most valued assets are their three sons, Matthew, Hunter and Logan. Outside of the office, Jeffrey enjoys all things outdoors – from target shooting and do-it-yourself projects around the house to hiking in the Everglades with his family.

An experienced financial professional, Mike enjoys working with successful individuals, families and business owners, providing personalized advice through a disciplined wealth management approach. He combines his analytical skills with his institutional knowledge to guide clients towards the achievement of their specific financial goals. Mike focuses on what is most important to each client, so he can develop a customized plan designed to build, preserve and transfer their wealth.

A graduate of Florida State University with both a Master’s and undergraduate degrees in Finance, Mike began his financial services career in 2012 at Franklin Templeton, a large international asset manager. For the next seven years, Mike worked primarily with institutions and was responsible for the valuation of all assets across the firm’s mutual funds platform. With the desire to work more closely with individuals and families, Mike joined The Kaufman Millikin Group in 2019 and became a Financial Advisor. Today, he enjoys sharing his institutional knowledge with clients, building personal relationships and helping them achieve their personal and professional goals.

With Mike’s deep investment experience and knowledge, he has developed a strong understanding of economics and is well versed in the equity and fixed income markets. Over the years, he has cultivated focused skills in a broad array of asset classes, including stocks, bonds, options municipals and private equity. Mike takes pride in his ability to put complex investment strategies into action and effectively communicate these strategies using easy-to-understand language.

Born and raised in Broward County, Mike currently resides in Fort Lauderdale. An avid sports fan, he aims to visit one new college football stadium every year. He also likes to stay active, whether doing CrossFit or running. In 2022, Mike completed the Pittsburgh half marathon in support of The Outlier Fund foundation.

Drawing on more than 40 years of industry experience, Phil is often the first line of contact on a wide range of administrative and operational services. Phil is a consummate professional, he is committed to providing each client with the highest level of personal service and integrity.

From the largest task to the smallest request, Phil works diligently to exceed client expectations. His primary responsibilities include ensuring client account information is up to date, and performing operational tasks that support Steve, Jeff and Mike in the day-to-day management of their wealth management practice.

Phil joined Morgan Stanley in 2021 and maintains his Series 7 FINRA license. He also has his Life, Health and Variable Annuity License.

Born and raised in New York, Phil has worked for over 40 years at various Brokerage firms including, Drexel Burnham, Fidelity, ABN Amro, UBS and Societe Generale to name a few. Phil moved to Florida in 2016. He now lives in Boca Raton with his two Jack Russell Terriers, Spot and Lucky.

Casey works directly with clients, addressing a wide range of administrative requests and offering knowledgeable support on their behalf. Prior to joining Morgan Stanley, Casey worked at Merrill Lynch and Deutsche Bank gaining experience in financial services. Passionate about traveling, the beach, and her pets.

Casey was born in Chattanooga, TN but grew up in Jacksonville, FL. She attended UNF & double majored in Finance & Financial Services and was a member of the Finance & Investment Society. Casey and her husband of 24 years call Fort Lauderdale home since 2018