Davis, James

Offutt Barton Schlitt LLC is a full-service certified public accounting firm based in Vero Beach, Florida, with over 50 years of experience serving the Treasure Coast. The firm specializes in tax solutions, auditing, estate planning, and business consulting, and is dedicated to understanding the unique needs of each client while offering innovative and quality services. Committed to their clients' success, Offutt Barton Schlitt strives to be more than just a CPA firm, investing in tailored solutions that support individual goals. Their specialized team provides valuable insights across various services, including mergers and acquisitions, business valuations, and executive accounting solutions, ensuring comprehensive support for both individuals and organizations. Generated from the website

Vero Insurance is a reputable insurance agency based in Vero Beach, FL, specializing in providing a range of insurance products to meet the diverse needs of individuals and businesses. With a focus on personalized service and tailored insurance solutions, Vero Insurance aims to help clients protect what matters most to them, offering peace of mind and financial security. Generated from their business information

Morgan Stanley, founded in 1935, is one of the world's largest financial institutions with more than 54,000 employees in 600 offices in 30 countries. It offers a variety of financial products and services to individual investors, companies, institutions and government agencies. The company provides a range of services, such as securities lending, financial counseling, capital introductions, business consultation and brokerage execution. The services offered by the company include alternative investments, securities underwriting, investment management and online trading services. In addition, the company undertakes financing, securitization and trading of commercial mortgages and securities. Morgan Stanley is located in Vero Beach, Fla.