
Jessica Miller Osteen, CFP®, CPM®
Here at The Miller-Miller Group, we pride ourselves on providing you with first-class service. Please find below our Topic of the Month which includes instructions on how to add a trusted contact. Additionally, we've provided you with helpful resources to learn how we service our clients.
With scams on the rise, protecting your assets and personal information remains our top priority.
With that in mind, there are steps you can take to help us further safeguard your accounts, such as adding a Trusted Contact to your accounts.
A Trusted Contact is a person you designate to be a point of contact for us in case we are unable to reach you, or if we have concerns about your well-being or possible financial exploitation. It is important to note that a Trusted Contact is not authorized to act on your behalf or make any investment decisions.
To add a trusted contact follow the steps below or call the team:
You can access Morgan Stanley Online Here:
For more detailed information and instructions, including how to add external accounts on the Morgan Stanley App, please see our Total Wealth View Client Guide.
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.