The Morgan Stanley Wealth Management Vero Beach Branch is a premier institutional retirement and private wealth advisory office located in the heart of Vero Beach's Barrier Island village at 3525 Ocean Drive, Vero Beach, Indian River County, Florida (ZIP 32963). Operated by Morgan Stanley Smith Barney LLC (Firm CRD #149777, SEC File #801-70103), the branch is led by Senior Vice President, Branch Manager, and Financial Advisor Vincent J. Celano, CFP® (Individual CRD #2166812) alongside Senior Vice President, Portfolio Management Director, and Family Wealth Advisor James Claude 'J.C.' Britt, CFP® (Individual CRD #4523267).
Serving affluent retirees, corporate executives, and multi-generational families across Vero Beach, Indian River Shores, John's Island, Windsor, Riomar, and Orchid Island, the Morgan Stanley Ocean Drive team delivers fiduciary portfolio construction, tax-exempt municipal and Treasury bond ladders, SECURE 2.0 Act Required Minimum Distribution (RMD) and 10-year inherited IRA distribution modeling, Qualified Charitable Distributions (QCDs), Medicare IRMAA surcharge mitigation, and philanthropic trust integration.
Official Verification Sources: SEC IAPD Firm Summary — Morgan Stanley Smith Barney LLC (CRD# 149777); FINRA BrokerCheck — Vincent J. Celano, CFP® (CRD# 2166812) & James Claude Britt, CFP® (CRD# 4523267); Morgan Stanley Wealth Management — Vero Beach Ocean Drive Branch Official Page
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: Morgan Stanley Smith Barney LLC (CRD #149777, SEC File #801-70103) operates its Vero Beach Barrier Island branch at 3525 Ocean Dr, Vero Beach, FL 32963 (Phone: 772-234-1813).
Issuer: FINRA BrokerCheck / SEC IAPD / CFP Board
Notes: Branch Manager & SVP Vincent J. Celano, CFP® (CRD #2166812, registered since 1991) and Portfolio Management Director & SVP James Claude 'J.C.' Britt, CFP® (CRD #4523267) lead retirement and family wealth advisory at 3525 Ocean Dr, Vero Beach.
Factual details and direct answers about Morgan Stanley Wealth Management — Vero Beach Ocean Drive Branch (Vincent J. Celano, CFP® & J.C. Britt, CFP®)'s services, licensing, and credentials.
Who leads the Morgan Stanley Wealth Management branch at 3525 Ocean Drive in Vero Beach?
Located at 3525 Ocean Drive, Vero Beach, FL 32963 (772-234-1813), the branch is led by Senior Vice President and Branch Manager Vincent J. Celano, CFP® (CRD #2166812) alongside Senior Vice President, Portfolio Management Director, and Family Wealth Advisor J.C. Britt, CFP® (CRD #4523267) through Morgan Stanley Smith Barney LLC (CRD #149777).
How does the Morgan Stanley Vero Beach team help retirees structure tax-efficient retirement income?
The CFP® advisory team constructs customized municipal and U.S. Treasury bond ladders paired with dividend-growth equities and coordinates SECURE 2.0 Required Minimum Distributions (RMDs), Roth conversions, and Qualified Charitable Distributions (QCDs) up to $105,000+ annually.
Can Morgan Stanley coordinate multi-generational estate and trust plans with Vero Beach elder law and estate attorneys?
Yes. As a designated Family Wealth Advisor, J.C. Britt, CFP® and the Ocean Drive team collaborate directly with Indian River County estate planning attorneys and CPAs to align revocable trusts, irrevocable trusts, and beneficiary designations.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.