The Amelia Island Group at Morgan Stanley

08/26/2026

Because they're irreversible, crypto losses can be costly. Watch this video featuring Prashanth Challa, Head of Wealth Management Cybersecurity, to learn about the tactics scammers deploy to try to gain access to your digital assets, and let me know if you have questions.

08/17/2026

REMINDER | The Amelia Island Group's next entry in our Medicare Education Seminar series takes place this Thursday, August 20th, at the Fernandina Beach Public Library. Please visit our website via the link below, and contact us to RSVP. We look forward to seeing you:

https://advisor.morganstanley.com/the-amelia-island-group

08/12/2026

Join the Amelia Island Group in the next entry of our Medicare Education Seminar series, at the Fernandina Beach Public Library, on August 20th. Please visit our website via the link below, and contact us to RSVP:

https://advisor.morganstanley.com/the-amelia-island-group

07/31/2026

Health care costs can be a meaningful retirement expense. Join the Amelia Island Group in August as we discuss planning for health expenses in retirement, including Medicare and out-of-pocket considerations. Visit our website to learn more and feel free to reach out with questions.

Our Website: https://advisor.morganstanley.com/the-amelia-island-group -topics

07/27/2026

Private company founders are planning for near-term liquidity events—and building trusted networks to amplify outcomes. Unlock exclusive insights in the Founder Survey. https://livesocial.seismic.com/a2t-2E

07/20/2026

United Airlines CEO Scott Kirby on leadership, bold decisions and why human judgment still matters in aviation.

morganstanley.com

07/17/2026

Today, we want to take a moment to recognize and celebrate the incredible individuals who support the Amelia Island Group. At our most recent "Annuity Insurance Meet" Modern Wealth Conference, we had the chance to reconnect with Joe Caretta and Yianni Amvrosiatos of Morgan Stanley, alongside Todd Pittl, a General Agent at Crump Life Insurance Services.

While they may not be physically present with us every day, their collaboration and knowledge make a meaningful impact by delivering a stronger experience with our team and for our clients. We are grateful for the dedication, professionalism, and teamwork they bring to every interaction. The success of the Amelia Island Group is strengthened by the many people working behind the scenes and across locations who help us move forward together.

Thank you for all that you do, your support does not go unnoticed.

07/16/2026

The IPO market is gaining momentum in 2026, with broader sector participation, deeper investor engagement and continued activity across equity capital markets. https://livesocial.seismic.com/aKz-VB

07/15/2026

Bill and I are grateful for the opportunity to have celebrated the United States' 250th birthday with family in Illinois. It was a meaningful occasion to reflect on our country's history, spend quality time together, and create lasting memories with the people who matter most. These celebrations made our Independence Day weekend especially memorable and served as a thoughtful reminder of the importance of honoring milestones like this across generations.

07/10/2026

We want to give a big Thank You to everyone who came out for Coffee and Connections this week! We had a blast hosting you all!



Morgan Stanley Nassau County Chamber of Commerce