Wealth Management

Morgan Stanley Financial Advisers Form New Team

Morgan Stanley last week announced the formation of The WM Milestone Group, which joins two teams formerly known as the Vita Vining Hermann Denton Group and the Stratton Plum Group.

Research by staff August 8, 2016

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The WM Milestone Group

Morgan Stanley last week announced the formation of The WM Milestone Group, which joins two teams formerly known as the Vita Vining Hermann Denton Group and the Stratton Plum Group. The WM Milestone Group is led by John Vita, chartered retirement planning counselor, senior vice president and financial adviser. The full team of financial advisers includes Vita, Christopher Vining, Jared Hermann, J. Ryan Denton, David Stratton, Gary Plum, Richard Morris, Robert Latessa and Beth Green. The team is headquartered in Morgan Stanley's Bradenton office.

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