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.

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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only.
*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. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  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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