Our Story and Services

Our mission is to help you use your wealth to accomplish what is most important to you. Whether it is living comfortably in retirement, educating your children or grandchildren or protecting the estate you've worked a lifetime to build, your priorities become our focus. Drawing on our experience - and the resources of one of the world's leading financial firms - we structure and implement a wealth management strategy that is tailored to your specific goals.
Services Include
  • Wealth Management1
  • Retirement Planning2
  • Estate Planning Strategies3
  • Professional Portfolio Management4
  • Financial Planning5
  • Fixed Income6
  • Lending Products
  • Life Insurance7
  • Long Term Care Insurance8
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

Our mission is to help you use your wealth to accomplish what is most important to you. Whether it is living comfortably in retirement, educating your children or grandchildren or protecting the estate you've worked a lifetime to build, your priorities become our focus. Drawing on our experience - and the resources of one of the world's leading financial firms - we structure and implement a wealth management strategy that is tailored to your specific goals.

    Location

    201 S Biscayne Blvd
    Ste 2000
    Miami, FL 33131
    US
    Direct:
    (305) 376-8526(305) 376-8526
    Toll-Free:
    (800) 321-1393(800) 321-1393

    Meet The Miller-Miller Group

    About Me

    With nearly 25 years of experience in the financial services industry, Nadine focuses on listening closely and building lasting relationships with our clients and their families. By taking the time to understand each client’s needs and market temperament, she is able to help our clients invest, build and protect their wealth in accordance with their objectives, values and appetite for risk.

    Nadine’s dedication and diligence have earned her repeat recognition as one of Barron’s Top 1200 Advisors (2011 - 2019) and a member of the Chairman’s Council at Morgan Stanley (2010 - 2019). She has also been recognized as one of Forbes Best In State Wealth Advisors (2018-2019). Her innovation and thought leadership also led to her selection to the MAKERS Class of 2015, which recognizes women who have helped to solidify Morgan Stanley’s position as an industry leader. 

    After a successful career in Healthcare Administration, Nadine joined Morgan Stanley* in 1989 when she was presented with the opportunity to turn her passion for the markets and investing into a second career. Her father, a longtime financial advisor, was working on his succession plan and Nadine joined the business, making her the second generation of her family to serve our wealth management clients. She and her father spent 15 years working together, growing their business before his retirement in 2006, after 43 years in the industry.


    Nadine and her husband, Dennis, live in Hollywood, Florida. Married for 35 years, they raised two daughters, Jessica, a member of the Miller-Miller Group, and Shelly A. Miller, M.D., a fellow in Pulmonary and Critical Care medicine. Nadine enjoys boating, traveling, skiing and spending time with her grandson, Jacob.  
    She is an ardent supporter of Friends of Greyhounds and Cassie is her most recent adopted retired racer.



    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
    Securities Agent: TX, FL, VA, TN, SC, RI, PA, NY, NV, NM, NJ, NC, MN, MD, MA, LA, KS, IL, GA, DE, DC, CT, CO, CA, AZ, AR, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
    NMLS#: 1279211

    About Me

    Since 2006, Jessica has been helping our clients address all the important pieces of their financial puzzle – investments, retirement, insurance, estate planning strategies and more – by connecting them with the right resources, strategies and solutions. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Portfolio Manager (CPM®), she upholds a standard of excellence for ethical personal financial planning and delivers value to our clients through a unique combination of knowledge enhanced by common sense and sound judgement.  

    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).

    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.  She has been involved with Brides Against Breast Cancer and participates in the Susan G. Komen Race for the Cure® every year.
    Securities Agent: TX, FL, VA, UT, TN, SC, PA, NY, NV, NM, NJ, NC, MN, MD, MA, LA, KS, IL, GA, DE, DC, CT, CO, CA, AZ, AR, AL; General Securities Representative; Investment Advisor Representative

    About Me

    Bradly plays an integral role in crafting and implementing customized wealth management strategies that help our clients achieve their most important goals. As a Financial Planning Specialist, he is adept at understanding and addressing the full range of financial circumstances, questions and concerns our clients may have in preparing for a successful financial future.
    Bradly joined Miller-Miller Group in December 2013 after completing the Wealth Advisory Associate program at Morgan Stanley, where he gained in-depth training and hands-on experience with the software applications used to develop customized financial plans. Prior to this, he was at VFinance Investments. He earned his Bachelors of Business Administration in Finance from Florida International University.
    When he’s not busy helping clients, Bradly enjoys playing soccer and participates in a banking soccer league. An active member of the community, he donates time to a variety of worthy organizations through Morgan Stanley’s charitable giving program.
    Securities Agent: TX, FL, VA, UT, TN, SC, RI, PA, NY, NV, NM, NJ, NC, MN, MD, MA, LA, KS, IL, GA, DE, DC, CT, CO, CA, AZ, AR, AL; General Securities Representative; Investment Advisor Representative

    About Me

    Her ability to deliver concierge level service and elevate the client experience through prompt and effective resolution of their concerns makes Maria an integral part of the Miller-Miller Group. Her deep understanding of the business, combined with her caring nature, enables her to anticipate and address our client's needs with both speed and accuracy. Maria ensures the day-to-day operations of the team run smoothly, constantly seeking ways to improve systems that will raise the caliber of the client experience we deliver.

    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. 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 Me

    Since joining Miller-Miller Group in 2011, J.C. has been delivering first-class service to our clients and ensuring that their every need is taken care of quickly and efficiently. His warm personality and attention to detail help us win the trust and confidence of our clients, which is the foundation for the long-term relationships we have built over the years.

    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.
    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

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    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
    Investing in Artificial Intelligence and Automation

    Investing in Artificial Intelligence and Automation

    AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

    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
    From Clueless to Clued In: Teaching Teens About Money

    From Clueless to Clued In: Teaching Teens About Money

    As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

    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
    Facing Financial Stress? Your Employer May Be Able to Help

    Facing Financial Stress? Your Employer May Be Able to Help

    Many of us face money worries. You may be able to get advice and education from an unexpected source.

    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
    Choosing an Environmental Charity

    Choosing an Environmental Charity

    There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

    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.
    Art as An Asset
    CRC 2274738 01/19

    Art as An Asset

    Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

    More from Morgan Stanley

    OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

    OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

    “You may feel like a 1,000 point move in the Dow in a single day is unprecedented, but the reality is that it’s a 2 or 3% move down.” - Lisa Shalett, Chief Investment Officer, Wealth Management
    Learn more about OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE
    Morgan Stanley and Justin Rose: A Winning Team

    Morgan Stanley and Justin Rose: A Winning Team

    Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
    Learn more about Morgan Stanley and Justin Rose: A Winning Team
    Sign Up for eDelivery

    Sign Up for eDelivery

    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
    Learn more about Sign Up for eDelivery
    Reserved | Living & Giving

    Reserved | Living & Giving

    Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
    Learn more about Reserved | Living & Giving
    Your Financial World. On the Go.

    Your Financial World. On the Go.

    With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
    Learn more about Your Financial World. On the Go.
    Access Morgan Stanley Online

    Access Morgan Stanley Online

    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
    Learn more about Access Morgan Stanley Online
    Ready to start a conversation? Contact The Miller-Miller 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 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.

    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.

    3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning and other legal matters.

    4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

    5Morgan 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.

    6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

    7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

    The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

    Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

    The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


    CRC 2019752 10/2018