About Us

We are a team of seasoned financial advisors providing sophisticated counsel to a select group of individuals, families and businesses.

Our “Milestone” name reflects our passion in supporting what is most important to you through major life events and times of transition. Whether it is making a significant career move, entering or exiting a relationship, planning for your retirement, simplifying your tax liabilities or finding the best way to leave a legacy for your loved ones, we can help you meet each of the milestones of life with confidence.

Our practices are grounded in decades of experience as well as some of the most advanced credentials in the financial services industry. Together, we translate your goals into specific investment strategies to guide you every step of the way - through times of prosperity and times of uncertainty - toward your ultimate definition of investment success.
Services Include
  • Wealth Consulting
  • Financial Planning1
  • Retirement Planning2
  • Corporate Retirement Plans3
  • Alternative Investments4
  • Business Planning5
  • Endowments and Foundations6
  • Institutional Services
  • Trust Services*
  • Lending Products
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

It is our job to unravel the complexities of your financial circumstances, to help you understand your choices to establish a comprehensive plan and to recommend solutions to help you achieve a better financial future.  Keeping your goals in mind, we leverage the best thinking at Morgan Stanley to advise on appropriate asset allocations.  Then we select best in class investment strategies to comprise your portfolio.

Our investment committee meets weekly to ensure our overall portfolio is on course with your investment strategy.  We constantly monitor and when necessary, rebalance your asset allocations.  Our staff makes sure that you hear from us directly each month and we sit down with regularly to review your portfolio and ensure that your plan remains aligned with your evolving life and objectives.

We know that trust takes time.  We are committed to creating an alliance of trust with you by delivering service, communication and care that aims to exceed your highest expectations.  We put your interests first by developing a deep understanding of your aspirations and by pursuing your goals and dreams with the same vigor as we do our own.

    Community Involvement

    John Vita, CRPC
    Kiwanis Club of Bradenton: Past BoD
    Suncoast Porsche Club: BoD
    City of Bradenton Planning Commission
    St. Joseph's School: Past Chair
    Manatee HS Alumni Assoc
    Manatee HS Key Club: Mentor

    Chris Vining, CRPC
    Manatee Cnty Sherriff's Advisory Board: Past Member
    St. Stephen's Episcopal School: BoD, Exec Committee, Asst Football Coach
    Youth for Christ Advisor: Past BoD

    Gary Plum
    Gulf Coast Chapter FHFH: Local Chapter Founder
    Coastal Conservation Association
    Care Net Crisis Pregnancy Center: Past BoD
    Bradenton Yacht Club: Past BoD
    Manatee Seminole Boosters: Past Member
    Hernando DeSoto Historical Society: Past Member

    Ryan Denton, CFP, ChFC
    Take Stock in Children: Mentor
    Manatee Cnty Estate Planning Council
    START (Solutions to Avoid Red Tide): Former President
    Sarasota Bay Watch: Founding, Past Member
    Bradenton Yacht Club: Planning Committee

    Richard Morris
    Manatee Cnty Gator Club: BoD/Past President
    Manatee HS Alumni Assoc: BoD
    Miracle League of Manasota: Past BoD & Past Coach

    Robert Latessa
    Ivy League Club of Sarasota: President
    Harvard Club of Sarasota: Member
    Saint Stephen’s Episcopal School: Head Wrestling Coach

      Experience

      Our professional investment credentials demonstrate a deep level of knowledge and the ability to collaborate easily with your attorney and CPA. 

      CFP® (CERTIFIED FINANCIAL PLANNER™). The rigorous accreditation process requires CFP® practitioners to act in their clients’ best interests, using in-depth knowledge of the financial planning process, investment tax planning, retirement planning, and estate planning strategies. (Ryan Denton)

      CRPC® (Chartered Retirement Planning Counselor). The CRPC® designation is arguably the nation’s foremost retirement planning credential, demonstrating mastery of pre-and post-retirement needs, asset management, estate planning strategies and the entire retirement planning process. (John Vita, Chris Vining) 

      ChFC® (Chartered Financial Consultant®). Chartered Financial Consultants have completed an educational program required for any financial services credential. (Ryan Denton)

        Events

          Location

          1401 Manatee Ave West
          Ste 1110
          Bradenton, FL 34205
          US
          Direct:
          (941) 714-7915(941) 714-7915
          Toll-Free:
          (866) 263-0388(866) 263-0388

          Meet The Milestone Financial Group

          About Me

          John is a founding member of The Milestone Financial Group at Morgan Stanley and is responsible for the strategic leadership of the team. He is also accountable for creating long-term diversified investment strategies and designing portfolios to meet the needs of the group’s clients.

          John is a Chartered Retirement Planning Counselor. The CRPC® designation is arguably the nation’s premier retirement planning credential. Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations.

          John has been meeting the needs of high net worth investors and their families since 1993. Prior to forming The Milestone Financial Group at Morgan Stanley in 1995, he worked in Government Securities and the Federal Reserve’s treasury auction.

          John earned his Bachelor’s Degree in Finance in 1988 from St. Leo University in St. Leo, Florida. He is extremely active in his community and devotes his talent to many area organizations. John lives in Bradenton with his wife, Tompie, and their children, Reese and April. In his free time, John enjoys fishing, visiting Tennessee and is a high performance driving instructor for the Porsche Club of America.
          Securities Agent: TX, FL, WY, WI, WA, VT, VA, UT, TN, SC, RI, PA, OR, OK, OH, NY, NV, NM, NJ, NC, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, GA, DE, CT, CO, CA, AZ, AR, AL, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
          NMLS#: 1279581

          About Me

          As a founding member of The Milestone Financial Group at Morgan Stanley, Chris brings a unique focus to the team in the form of business planning. He works closely with the outside attorneys and accountants of the group’s clients to ensure coordination of estate planning, investments and taxes. 


          Chris, who is also a non-practicing Certified Public Accountant has achieved the designation of Chartered Retirement Planning CounselorSM, the nation’s premier retirement planning credential.  In his previous career, he was  a Certified Public Accountant and has spent more than two decades counseling clients on the entire range of their investment needs and goals.


          Chris earned a Bachelor’s Degree in Finance from the University of Central Florida before returning to school at University of South Florida to earn an additional Bachelor’s Degree in Accounting and an MBA.


          Chris and his wife Dana currently live in Northwest Bradenton with their two sons, Peyton and Camden. He enjoys coaching football, history, and exploring the world of fine wines.
          Securities Agent: TX, FL, WY, WI, WA, VT, VA, UT, TN, SC, RI, PA, OK, OH, NY, NV, NM, NJ, NC, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, GA, DE, CT, CO, CA, AZ, AR, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
          NMLS#: 1290544

          About Me

          As a founding member of The Milestone Financial Group at Morgan Stanley, Ryan focuses on investment analysis and wealth planning strategies for new and existing clients.  

          As a CERTIFIED FINANCIAL PLANNER™, Ryan possesses in-depth knowledge of the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. As a Chartered Financial Consultant®, he has achieved what is considered the highest standard of knowledge and trust in financial planning.  

          Ryan began his career at Merrill Lynch in 2004 after receiving a degree in Finance and Accounting from Palm Beach Atlantic University. He is a member of the Manatee County Estate Planning Council, a 2008 graduate of Leadership Manatee, a founding member of Sarasota Bay Watch and a mentor with Take Stock in Children.  

          A third generation native to Manatee County, Ryan lives on Snead Island with his wife Leah and kids Wyatt, Marin and Emilie. In his free time, Ryan enjoys salt water fishing and coaching Little League baseball.
          Securities Agent: TX, FL, WY, WI, WA, VT, VA, UT, TN, SC, RI, PA, OK, OH, NY, NV, NM, NJ, NC, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, GA, DE, CT, CO, CA, AZ, AR, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
          NMLS#: 1272747

          About Me

          Gary uses a sophisticated and balanced investment approach to help clients of The Milestone Financial Group to achieve their financial aspirations and, ultimately, the lifestyle they desire. His knowledge and experience running a family business allows him to understand and find solutions for the financial needs and concerns of small business owners. His investment experience provides his clients with access to a wide range of potential opportunities. Gary enjoys working with clients that have a diverse set of needs and finding balanced solutions to fit each unique situation.  

          A third generation native of Manatee County, Gary has spent much of his life working and living in the area. He served as Vice President of his senior class at Palmetto High School before moving to Tallahassee, Florida, where he attended Tallahassee Community College and Florida State University. He enjoys spending time with his family and being outdoors. Gary is also a member of many conservation organizations that promote the outdoors.
          Securities Agent: TX, FL, WY, WI, WA, VT, VA, UT, TN, SC, RI, PA, OR, OK, OH, NY, NV, NM, NJ, NE, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, GA, DE, CT, CO, CA, AZ, AR, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
          NMLS#: 1268278

          About Me

          Rich focuses on portfolio analysis and investment implementation for new and existing client relationships.  

          After graduating from the University of Florida with his Bachelor of Science degree, Rich began his professional career with the Pittsburgh Pirates. During his time with the organization he worked with Florida Operations and aided in the establishment of the Bradenton Marauders franchise. Rich decided his real passion was helping others attain financial security and joined the team in 2010.  

          Rich is a native of Manatee County and resides in Northwest Bradenton. He is active in the community, serving on the board for both his high school and college alumni organizations. He also serves on the board of the Miracle League, pledging time mentoring physically and mentally challenged children.
          Securities Agent: TX, FL, WY, WI, WA, VT, VA, UT, TN, SC, RI, PR, PA, OK, OH, NY, NV, NM, NJ, NC, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, GA, DE, CT, CO, CA, AZ, AR, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
          NMLS#: 1383183

          About Me

          Bob serves the individual and family clients of The Milestone Financial Group with solution-based wealth management strategies and exceptional client service.  

          Bob attended Harvard University and graduated with a degree in Government. He was a 4-year starter on the wrestling team. After graduation, he worked in litigation support in Philadelphia. In 2012, Bob moved back to his home state of Florida to pursue his passion for helping others by joining Morgan Stanley as a Financial Advisor.  

          Bob graduated from Manatee High School, where he excelled as a student and as an athlete, becoming only the third two-time state wrestling champion in school history. Bob has close ties to Manatee and Sarasota Counties, and remains actively involved in many local organizations. He enjoys coaching wrestling, playing guitar and being outdoors.
          Securities Agent: UT, FL, WY, WI, WA, VT, VA, TX, TN, SC, RI, PA, OK, OH, NY, NV, NM, NJ, NE, NC, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, GA, DE, CT, CO, CA, AZ, AR, AL; General Securities Representative; Investment Advisor Representative
          NMLS#: 1274540

          About Me

          Jamie enjoys assisting our clients with the myriad of transactional needs that arise on a daily basis. She ensures your needs are met in the most pleasant and expeditious manner possible.

          About Me

          Stacy has more than a decade of experience working with high net worth individuals and families.  She schedules and coordinates a multitude of meetings, as well as fulfills your unsolicited buy and sell orders.

          About Me

          Kristina provides strategic operational and administrative support. She can fulfill unsolicited buy and sell orders and enjoys delivering first-class customer service with each interaction.

          About Me

          Sharon has a diverse array of responsibilities on the team. Her background in business and the non-profit sector give her incredible experience in delivering an excellent client experience. 

          About Me

          Eliza is a highly experienced and creative Client Service Associate with a rich history of service to Morgan Stanley. Committed to delivering professional and attentive personal service, Eliza works closely with you to ensure that all your needs are satisfactorily met.
          Investment and Market Perspectives

          On the Markets

          Retirement

          Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
          • 401(k) Rollovers
          • IRA Plans
          • Retirement Income Strategies
          • Retirement Plan Participants
          • Annuities
          The Simple Six-Step Retirement Checkup

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          Investing

          Working closely with you to guide your wealth and investments through the most challenging market cycles.
          • Asset Management
          • Wealth Planning
          • Traditional Investments
          • Alternative Investments
          • Impact Investing
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          Family

          Creating customized financial strategies for the challenges that today's families face.
          • Estate Planning Strategies
          • 529 Plans / Education Savings Planning
          • Long Term Care Insurance
          • Special Needs Planning
          • Trust Services
          A Parent's Guide to Talking to Your Kids About Money

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          Business Planning

          Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
          • Succession Planning
          • Business Planning
          • Retirement Plan Sponsors
          • Qualified Retirement Plans
          • Corporate Pension Funds
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          Philanthropy

          Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
          • Endowments
          • Foundations
          • Donor Advised Funds
          • Impact Investing
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          Ready to start a conversation? Contact The Milestone Financial Group today.
          Market Information Delayed 20 Minutes
          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.

          1Morgan 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.

          2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

          3Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

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          5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

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