The O'Neil/Miller Group at Morgan Stanley

An Executive Director & Senior Portfolio Management Director, Jeffrey S. Miller, has over 39 years of experience devoted to the investment management business. Success in a world of rapid change with serious challenges, financial and otherwise, demands his dedication and persistence. His deep knowledge of the markets allows him to be a resilient and professional guide. As an advisor, he takes pride in understanding peoples' immediate and long-term needs by building lasting relationships with clients and their families.

Jeffrey is an alumnus of Villanova University with a Bachelor's degree in Business/Finance. After graduating, he started his career in 1985 with Kidder Peabody & Co. in Northeastern Pennsylvania before relocating to Miami, Florida, to join Smith Barney/Morgan Stanley in 1990. Jeffrey's dedication and diligence over his long career have earned him several top recognitions. He has been named to the President's Council (1994-2011), Master's Council (2012-present), Senior Vice President (1990-2021), Executive Director (2022-Present) Portfolio Manager Director (2019-2023), and Senior Portfolio Manager Director (2024-Present). Jeff will be celebrating 35 years with the firm and his longstanding dedication to his clients. This accolade shows his emphasis on not just taking care of his clients in their earning years or retirement years, but down through the next generations.

Jeffrey and his wife, Karen, live in Miami Beach, Florida. Married for over 28 years, they have two children: Blake, A graduate or Syracuse University, now working in the Sports & Entertainment business in Los Angeles, Ca. and Samantha, A graduate of the University of Michigan and now pursuing her Masters Degree at the Stephen M. Ross School of Business at the University of Michigan. Jeff enjoys time with his family, traveling, and exercising. His philosophy in business, a thread of continuity in one's life, helps give it meaning, overflows into his personal life, and encourages his own family in philanthropic work, especially with getting involved with local underserved school children.

Owen joined the firm in 2014 and spent two years at the Consulting Group Portfolio Management division, which oversees $1.25 trillion in assets. He joined the team in 2016 and shares responsibility in the group’s goal of helping their clients meet financial security. Such responsibilities include evaluating portfolios, making regular contact with the clients via in person, on the phone, and through periodic emails. Owen graduated Stonehill College with a degree in Economics and currently holds his Series 7 and 66.

Owen lives with his wife Olga in Miami Shores. In his spare time he enjoys traveling, hiking, cooking, and photography.

Carmen is deeply committed to understanding each client’s unique needs and leveraging their wealth to support those needs. She believes wealth is a tool to achieve specific goals and fulfill personal aspirations, ensuring that cash flow aligns with the client’s broader vision. With her extensive operational knowledge and exceptional interpersonal skills, Carmen is an indispensable member of the team. Her enthusiasm for building lasting client relationships and guiding clients through the growth, preservation, and generational transfer of their wealth is unparalleled.

Bringing over 30 years of industry experience, Carmen began her career on Wall Street in 1985. She gained comprehensive expertise working across various segments, including mutual funds, dividends and interest, DTC settlements, and Corporate Bond Trading Desk at CS First Boston, where she reconciled traders’ inventory books and settled trades with counterpart brokers. In 2001, Carmen joined the O'Neil Miller Group at Morgan Stanley in Miami, further solidifying her role in the financial services industry.

Carmen graduated summa cum laude from Barry University with a degree in Business Administration and a certification in Human Resources. She also holds Series 7, 63, and 65 licenses.

Outside the office, Carmen treasures her close relationship with her mother and two adult daughters. She enjoys traveling, reading, and learning. True to her nature, Carmen is often found lending a hand to friends, neighbors, and her community whenever the need arises.

Kathryn, a New England native, is a graduate of Franklin Pierce University with a degree in Business Management. In 1995, Kathryn relocated to Miami and joined Morgan Stanley, where she has held different roles, giving her a well-rounded knowledge and experience of the intricacies of our industry. Her diverse exposure has given her the tools to forge meaningful relationships with clients, as she assists them, together with the team, in their financial journey. Kathryn is passionate about giving back to our local communities. She actively participates in organizing our annual backpack and school supply drive, as well as our holiday gift drive for children in foster care. Additionally, she plays a key role during the firm’s volunteer month, coordinating an event each year at a local women’s shelter. A former New Englander, Kathryn now resides in Coconut Grove with her rescue dogs and cats. She enjoys spending time traveling, gardening, and reading.