The Park Bay Group

With over 83 years* of combined experience in Wealth Management, the Park Bay Group at Morgan Stanley is uniquely positioned to help our clients pursue their wealth management goals through careful advice, sound investment management and attentive client service.

Simply put, we work with clients whose desire is to be heard and their needs understood but, don’t want to handle the daily management of their assets.

We recognize that the client relationship always comes first and we have built a team of seasoned Wealth Advisors, a Certified Financial Planner (CFP®) practitioner, plus a Registered Client Service Associate. We focus on discretionary, ongoing wealth management advice and portfolio management coupled with world class service and attention to detail.

Whether you are looking for simple financial solutions or the most sophisticated kinds of instruments, we serve as your gateway to the strength and resources of one of the world’s finest investment firms. We work with high-net-worth individuals and families, business owners and executives to develop wealth, lending and investment strategies.

Our offices are conveniently located to serve Windermere, Orlando and Winter Park, Florida. We also work with clients nationwide.

The Park Bay Group is committed to helping you reach your goals. Begin to experience the benefits of working with us by scheduling a complimentary review.


*Years of service include Steven Miller with 33 years’ experience, Andrew Sullivan with 32 years' experience and Heather Churchill with 17 years’ experience

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP® (with flame design) in the U.S.
Services Include
  • Art Advisory1
  • Asset Management2
  • Business Planning3
  • Business Succession Planning4
  • Corporate Retirement Plans5
  • Defined Contribution Plans6
  • Endowments and Foundations7
  • Estate Planning Strategies8
  • Executive Benefit Services9
  • Executive Financial Services10
  • Financial Planning11
  • Long Term Care Insurance12
  • Philanthropic Services
  • Qualified Retirement Plans13
  • Retirement Planning14
  • Stock Option Plans15
  • Trust Accounts16
  • Wealth Management17
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

    Location

    4705 S Apopka Vineland
    Ste 202
    Orlando, FL 32819
    US
    Direct:
    (407) 605-4380(407) 605-4380
    Toll-Free:
    (888) 204-3944(888) 204-3944
    250 South Park Ave
    Suite 500
    Winter Park, FL 32789
    US
    Direct:
    (407) 740-4900(407) 740-4900

    Meet The Park Bay Group

    About Me

    Steven R. Miller, CIMA®, CLTC
    Senior Vice President- Wealth Management
    Financial Advisor

    With over 33 years of experience serving high net worth investors and their families, Steve is committed to delivering exceptional service and fostering long-term relationships. Steve’s experience is working directly with clients to develop long-term personalized strategies and solutions. He strives to assist clients in attaining their financial goals through careful planning and portfolio design.

    Steve Graduated from The University of Northern Iowa with a B.A. in Finance. He has also earned multiple designations illustrating his commitment to his clients. He has earned the Certified Investment Management Analyst® (CIMA®) designation which is granted to financial professionals who have sought to attain higher certification and training in the money management industry. Steve also holds the CLTC designation. The Certified Long Term Care (CLTC) designation indicates that Steve has demonstrated excellence in understanding long-term and extended care solutions. Steve’s breadth of knowledge and experience allows him to provide exceptional service while striving to meet client needs.

    In his free time, Steve enjoys baseball and travel. Steve and his wife, Cheryl, live in Windermere, Florida and have two children, Megan and Brad.
    Securities Agent: FL, WY, WV, WI, WA, VT, VI, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, DE, DC, CT, CO, CA, AZ, AR, AL, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor; Investment Advisor Representative
    NMLS#: 1252913

    About Me

    Heather D. Churchill, CFP®, CRPS®, CLTC®
    Senior Vice President- Wealth Management
    Family Wealth Director
    Financial Advisor

    Heather has focused her talents on the investment planning needs of our clients. She is responsible for designing and implementing financial plans that help our clients attain the lifestyle they aspire to.

    As a designated Family Wealth Director, Heather has demonstrated professional knowledge and experience in a range of specialties including estate planning, alternative investments, restricted securities, and lending. The Family Wealth Director designation grants Heather specialized access to a broad range of family advisory services including, family governance and dynamics, philanthropy management and lifestyle advisory.

    Additionally, Heather holds the Certified Financial Planner (CFP®) designation which identifies financial professionals that have committed themselves to a high level of wealth planning advice, continuing education and ethical conduct. Heather has also earned three complementary designations: Certified Long Term Care (CLTC), Accredited Investment Fiduciary (AIF) and Charter Retirement Plan Specialist (CRPS®). The CLTC designation shows exemplary proficiency in Long Term Care and extended-needs planning. The CRPS® designation is the nation’s premier retirement plan credential, focusing on retirement plan administration. Individuals who hold the CRPS® designation have completed studies encompassing the design, installation, maintenance and administration of retirement plans. She attended The University of Central Florida where she earned a Bachelor's degree in Management and a Master's of Business Administration (MBA).

    Heather is an Orlando native and is married to Coert Voorhees. They reside in Windermere, Florida with their daughter Kalina.
    Securities Agent: OK, FL, WY, WV, WI, WA, VT, VA, UT, TX, TN, SD, SC, RI, PA, OR, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, GA, DE, DC, CT, CO, CA, AZ, AR, AL, AK; Managed Futures; General Securities Representative; BM/Supervisor; Investment Advisor Representative
    NMLS#: 1253201

    About Me

    Andrew D. Sullivan, CFP®
    Vice President- Wealth Management
    Financial Advisor

    Andrew has over 32 years of experience working closely with high net worth individuals and families. His philosophy is that true wealth management should transcend families to allow future generations to achieve fulfilled lives. Therefore Andrew seeks to develop deep and lasting relationships that allow him to have a better understanding of the unique elements that are present within each family.

    Andrew has also obtained use of the CFP® marks as granted by the Certified Financial Planner Board of Standards (CFP® Board). As a longstanding CFP® practitioner, he has been required to meet ongoing continuing education requirements and to uphold the CFP® Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

    Andrew is a graduate of Rollins College and now lives in Oviedo, FL with his wife Shelley.



    Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP® (with flame design) in the U.S.
    Securities Agent: TX, FL, WY, WI, WA, VT, VA, TN, SC, RI, PA, OR, OK, OH, NY, NM, NJ, NE, NC, MS, MO, MN, MI, MD, LA, KY, KS, IL, ID, IA, GA, DC, CT, CO, CA, AR, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
    NMLS#: 1261868

    About Me

    Kathy J. Geary
    Portfolio Associate

    Kathy is a Registered Associate with 46 years of experience in the industry and has been with Morgan Stanley for over 40 years. Kathy has a wide range of responsibilities as she assists with client service and administration.

    Kathy has completed both the General Securities Representative (Series 7) and the Uniformed Combined State Law (Series 66) examinations required by FINRA.

    Kathy graduated from Colonial High School and the New York Institute of Finance and studied Brokerage Operations. Kathy has lived in Orlando for 48 years and has a son, Adrian.

    About Me

    Daniel W. Kapple, CFP®
    Wealth Management Associate

    As a Wealth Management Associate, Daniel helps deliver exceptional client service. In this role he provides financial planning, administrative, operational and marketing support. Daniel has completed both the General Securities Representative (Series 7) and the Uniformed State Law (Series 66) as required by FINRA. Additionally, he has completed the National Commodities Futures Examination (Series 3). In addition to these licenses, Daniel has been authorized by the Certified Financial Planner Board of Standards (CFP® Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks. The CFP® marks identify those individuals who have met rigorous ongoing experience, educational and ethical requirements.

    Daniel graduated from Oklahoma City University with B.S.B. degrees in Finance and Economics. He also received his MBA from the University of Texas Rio Grande Valley.


    Daniel enjoys attending sporting events as well as playing ice hockey and soccer. Originally from Oklahoma, Daniel now lives in Ocoee with his wife Gina.


    Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP® (with flame design) in the U.S.
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    Ready to start a conversation? Contact The Park Bay Group today.
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    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.

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