

The Miller-Miller Group at Morgan Stanley

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Helpful Resources For You
Here at The Miller-Miller Group, we pride ourselves on providing you with first-class service. We have provided you our Topic Of The Month which includes instructions on how to access your tax documents. Additionally, we've provided you with helpful resources to learn how we service our clients
Life moves quickly, and at Morgan Stanley, we are here to support you every step of the way.
As Tax Day approaches, we want to ensure you have easy access to all of your relevant documents. Morgan Stanley Online is a great tool to directly access your 1099 form. Follow these steps to pull your documents in minutes.
How to Access:
1. Click "MSO Login" link below (you can also access MSO on our team website)
2. Go to accounts tab (blue ribbon)
3. Filter by document type (tax Documents) and Timeframe (tax year)
4. Click "apply" (blue button)
You can access Morgan Stanley Online Here:
Using a suite of tools that includes goal-specific analysis, we can work with you to create a realistic, holistic strategy that integreates the various aspects of your financial life, including your investments and cash management needs. We will suggest modifications, as needed, to help keep your goals in reach and your strategy on the right course.
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Helping you keep more of what you earn: Tax strategies can have a surprisingly large potential impact on lifetime wealth accumulation. A look at some of the techniques that could help you keep more money growing.
Learn how we at Morgan Stanley can help you and your family.
We engage with our Executive Planning Director and Wealth Planning Center to provide a fully integrated, comprehensive analysis of your balance sheet, estate plan, and investment strategy through a collaborative process. At your request we will coordinate with your legal tax advisors as well.
There are several options available to help guide you in education planning for your children. 529 plans have revolutionzed the way families invest for college and other qualified education expenses. These plans offer a significant degree of flexibility and control and provide benefits.
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Meet The Miller-Miller Group
About Jessica Miller Osteen
Jessica joined Morgan Stanley in 2006 after earning her Bachelors of Business Administration in Finance/Economics Cum Laude from the University of Miami School of Business and her Masters of Business Administration from Nova Southeastern University. As a third-generation Financial Advisor, she is committed to connecting with the next generation and helping our clients preserve their legacies for the future. Jessica has been recognized as one of Forbes Top Next-Gen Wealth Advisors (2018, 2019, 2022 & 2023) and is one of Working Mother magazine's 2019 & 2020 Top Working Mother Wealth Advisor. She has also been recognized as one of Forbes Top Women Wealth Advisors Best-In-State (2022, 2023 and 2024).
Jessica resides in Miami with her husband, Andy, and their son Jacob. Outside of work, she enjoys boating, traveling, spending time with family and staying involved in the community. Jessica is a past member of Miami Women Who Rock, a women's network that promotes health and wellness causes and initiatives for women in local communities. She has been involved with Brides Against Breast Cancer and participates in local charitable events throughout the year.
Disclosures:
2018, 2019, 2022 & 2023 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2018 , 2019, 2022 & 2023). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2019-2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded October 2019-2020). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was given.
2022-2024 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2022-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
NMLS#: 2140222
About Bradly Diaz
Bradly joined Morgan Stanley in 2012 and completed the Wealth Advisory Associate program, where he gained in-depth training and hands-on experience with the software applications used to develop customized financial plans. He has been a Financial Advisor with the Miller-Miller Group since December 2013. He is an alumnus of Florida International University where he earned his Bachelors of Business Administration in Finance.
When he’s not busy helping clients, Bradly enjoys playing soccer and biking. An active member of the community, he donates time to a variety of worthy organizations through Morgan Stanley’s charitable giving program. Bradly is a board member of the Miami Shenandoah Neighborhood Association and an active member of the Estate Planning Council of Greater Miami.
NMLS#: 2169392
About Eduardo Ortea
During his time in roles where he either worked directly with clients or with Financial Advisors, his goal has been the same. Helping our clients address all the important pieces of the financial puzzle – investments, retirement, insurance, estate planning strategies and more – by connecting them with the right resources, strategies and solutions.
Eddie and his wife, Damaris, reside in Miami, Florida. Married for 22 years they raise their two children; Eduardo and Gabriella. When he’s not advising clients, he enjoys hobbies including cooking, photography, coaching his son’s baseball team and spending time with his family. He also enjoys giving back to the community through Habitat for Humanity home builds, volunteering at local food banks, and fundraising to support Kidside; an organization that benefits children going through the Family Court System.
NMLS#: 1908682
About Maria De La Torre Frank
Prior to joining Miller-Miller Group in 2012, Maria worked at EFG Capital as a Compliance Associate, which gives her insight into risk management. She earned her Bachelors of Business Administration in International Finance & Marketing from the University of Miami.
A native of California, Maria currently resides in Miami with her husband, Reid. In her spare time, she enjoys boating, fishing and spending time with friends, as well as donating her time to various charitable organizations through Morgan Stanley's giving back program.
About Jean Carlo Proano
Prior to joining Morgan Stanley, J.C. was a Financial Advisor at State Trust, where he was responsible for developing relationships with clients from Peru. J.C.'s prior financial services experience also includes 10 years at ING and Merrill Lynch.
Born and raised in Lima, Peru, J.C. now lives in Miami with his daughter, Megan. In his spare time, J.C. enjoys going to the beach, swimming and playing basketball and tennis. An avid chess player, he plays at least five times a day and used to compete in tournaments with the U.S. Chess Federation.

Contact Jessica Miller Osteen

Contact Bradly Diaz

Contact Eduardo Ortea
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
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- Traditional Investments
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Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
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Business Planning
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- Qualified Retirement Plans
Philanthropy
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