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 May On the Markets from the Global Investment Committee featuring

    “It’s Different This Time—Really” In 2015, financial assets got off to good start but faded by summer. Will the same thing happen in 2016? Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, goes through the reasons why the market’s underpinnings are much better now than at this time last year.

    “MLPs Could Be a Catch-Up Trade” The oil price bust was brutal for midstream master limited partnerships, but with prices off their lows and showing signs of stability, it’s time to consider them, writes Vijay Chandar, market strategist at Morgan Stanley Wealth Management.

    “This Veteran Investor Sees Bargains in Financials” Veteran investor Christopher Davis of Davis Funds says financial companies’ 10 years of underperformance now present an unprecedented opportunity.

    • Plus, look for more on equities, bonds and alternative investments.

  • 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.

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
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