The Lighthouse Group - Morgan Stanley Team - PONTE VEDRA BEACH, FL
Morgan Stanley
The Lighthouse Group
at Morgan Stanley
Consulting Group
50 A1A NORTH, SUITE 112
PONTE VEDRA BEACH, FL 32082
tel: (904) 273-7563
toll-free: (800) 366-1566 
fax: (904) 273-7598
Welcome

Managing wealth involves far more than managing an investment portfolio.  It begins with developing a holistic, comprehensive understanding of who you are and the financial forces at work in your life.  It means helping you understand and respond effectively to those forces.  And, of course, it means helping you invest your assets in a way that reflects the realities of your life and the uniqueness of your long-term goals.

As Financial Advisors, we are committed to building a relationship of trust in which we can work closely with you to help you define your objectives, explore alternatives and choose the financial and investment strategies that are most appropriate for you.  As our relationship evolves, we hope you will come to regard us as a valued resource – professionals who can help you make a more informed decision on any financial issue.

Our most important goal: to help you achieve your objectives, providing guidance that helps your wealth do more for you.




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  • 529 Plans. Need help understanding how they can assist the educational future of your child or grandchild? For answers to your questions, please call or e-mail me.

  • See July On the Markets from the Global Investment Committee featuring

    • "Ring-Fenced" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, says the Greek debt crisis was not unexpected and, in fact, has been “ring-fenced” by global financial institutions. While there may be market volatility, he does not expect fiscal contagion that could derail the global recovery.

    • "US Fiscal Policy Could Boost Growth" Tax revenues are rising much faster than spending and, given low interest rates, the US debt-to-GDP ratio is shrinking, too. Lisa Shalett, head of investment and portfolio strategies at Morgan Stanley Wealth Management, writes that these developments mean fiscal policy can be more stimulative for the economy just as monetary policy becomes less so.

    • "Higher-Dividend Stocks for a Higher-Yield Environment" A long period of ultralow interest rates has created distortions among high-yielding stocks, making traditional dividend plays less attractive, writes Adam S. Parker, chief US equity strategist for Morgan Stanley & Co. Parker identifies the sectors in which the most compelling dividend opportunities may be found.

    Plus, look for more on equities and bonds, and a question-and-answer session with a veteran manager of Japanese stocks.

  • How would you like to organize all of your account data in one location, regardless of where your accounts are held, giving you an integrated view of your financial picture? We have a solution – OneView. Learn about the key benefits of OneView by watching this short video.

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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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