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Kevin M
CFP®, Series 66
St Augustine, FL
Morgan Stanley
Kevin Miller is a CFP® with 28 years of industry experience, currently serving at Morgan Stanley in St. Augustine, FL. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of financial programs and investment offerings.
Dana H
Series 63, Series 65
Saint Augustine, FL
Morgan Stanley
Dana Hooten is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and provides tailored financial planning supported by firm-approved tools and research.
Renata H
Series 63, Series 66
St. Augustine, FL
Morgan Stanley
Renata Hernandez is a financial advisor with Morgan Stanley in St. Augustine, FL, holding Series 63 and Series 66 credentials and totaling 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through direct and employer-sponsored financial planning arrangements.
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