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09/23/2026

Great info!

09/23/2026

Here are a few simple, real-world tips that can make your family harder to target online from Rachel Wilson, Wealth Management Chief Data Officer—who happens to be a mom herself. If you want to talk through any of the cybersecurity tips, I'm always here.

In today's increasingly digital world, safeguarding your personal and financial information is more important than ever....
09/16/2026

In today's increasingly digital world, safeguarding your personal and financial information is more important than ever. I'm pleased to share the next session in our Wealth Education for the Next Generation series, "Cybersecurity and Digital Wealth Protection," taking place on Monday, October 5. This timely discussion will explore practical cybersecurity strategies and responsible digital habits that can help protect your online identity, financial accounts, and personal data. Whether you're managing your own wealth or helping guide the next generation, you'll leave with actionable insights to strengthen your digital security. https://livesocial.seismic.com/ayBRC5

Today, we hold a moment of silence as we remember and honor the colleagues, friends, neighbors, first responders and so ...
09/11/2026

Today, we hold a moment of silence as we remember and honor the colleagues, friends, neighbors, first responders and so many more who lost their lives and were impacted 25 years ago.

Happy Labor Day from the Amelia Island Group!Today, we recognize the dedication, resilience, and contributions of worker...
09/07/2026

Happy Labor Day from the Amelia Island Group!

Today, we recognize the dedication, resilience, and contributions of workers across our communities, whether in Fernandina Beach or anywhere in the country. We hope you enjoy a safe and restful holiday with family, friends, and loved ones.

A 529 plan can offer potential tax advantages (tax-deferred growth and federally tax-free qualified withdrawals) and giv...
09/01/2026

A 529 plan can offer potential tax advantages (tax-deferred growth and federally tax-free qualified withdrawals) and gives the account owner control and flexibility, including the ability to change beneficiaries. In September, we'll highlight education planning benefits you may not know, including why not all 529 plans are the same and why state rules can matter. Learn more here:

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

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.

REMINDER | The Amelia Island Group's next entry in our Medicare Education Seminar series takes place this Thursday, Augu...
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

Address

9900 Amelia Island Parkway
Fernandina Beach, FL
32034

Telephone

+19045723243

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