Vincent J. Celano

Vice President, Branch Manager, Financial Advisor

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Vincent J. Celano


Comprehensive wealth planning strategies for your life and legacy

My Story and Services


Vincent takes a planning approach to the construction of client portfolios.  He helps clients to prioritize goals, develop a plan and monitor that plan.  The advantage of this approach is that it takes into account not only a client’s risk tolerance, but also places investment decision making into a broader context.  Whether a client is in the accumulation phase balancing multiple financial objectives, in the critical years just before and after retirement, or well into their retirement, Vincent identifies and helps answer the many important questions faced by his clients at various stages of life. 

Vincent is a 25 year financial services professional.  He has held numerous leadership positions and currently serves as Branch Manager of the Morgan Stanley Wealth Management office in Vero Beach, Florida.  His experience includes the application of best practices in the fields of investments, retirement planning, insurance, banking and lending.  In addition to his numerous licenses and registrations, Vincent has achieved the designation of CFP® (Certified Financial Planner) and is NMLS registered (Nationwide Mortgage Licensing System).

An active member of his community, Vincent is a member of a number of community organizations.  Among them, he serves on the board of the local chapter of the 100 Club.  The mission of the 100 Club is to provide immediate financial assistance to the families of public safety officers (law enforcement and fire fighters) who are seriously injured or killed in the line of duty.  Vincent has also served on the board of the Indian River County Cal Ripken youth baseball league and has been a league volunteer and coach.

Vincent was born in the Bronx, NY and raised on Long Island.  He is a graduate of the University of Delaware.  He and his wife Barbara are raising three sons and reside in Vero Beach. 

Access to Private Banking >

Services Include

  • Retirement Planning
  • Financial Planning
  • Professional Portfolio Management
  • 529 Plans
  • Life Insurance
  • Lending Products
  • 401(k) Rollovers

BM/Supervisor; Securities Agent: CA, CO, CT, DE, FL, IA, IL, MA, MI, NJ, NM, NY, OH, PA, SD, TX, UT, WA; General Securities Representative; Investment Advisor Representative

NMLS#: 892848

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  • 3525 Ocean Drive
  • Vero Beach, FL 32963


    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing


    Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.


    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities


    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Ready to start a conversation? Contact Vincent J. Celano 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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