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 November On the Markets from the Global Investment Committee featuring

    “Jumping on the Bandwagon” In the World Series, we have two teams long seen as losers who are now considered winners and with that comes the inevitable bandwagon jumpers. In a like manner, we’ve seen formerly out-of-favor assets performing better this year, and we’re seeing bandwagon jumpers moving into them as well, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management.

    “Resolving Uncertainty”  Once we are past the election and a Federal Reserve interest rate hike, US equities could go higher writes Lisa Shalett, head of investment & portfolio strategies at Morgan Stanley Wealth Management.

    “Introducing Our Short-Term Stock and Bond Indicator” re markets poised to reward an overweight allocation to stocks, or should one retreat to a more defensive fixed income position? Our new indicator answers this question by measuring a myriad of economic and market data in a disciplined and consistent manner.

    • Plus, look for more on US and international equities, fixed income and economics. 

  • 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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