Lighthouse Wealth Management Group at Morgan Stanley

10/05/2026

All of us at The Lighthouse Wealth Management Group at Morgan Stanley would like to congratulate our teammate, Powell , on earning the Certified Portfolio Manager (CPM®) designation!

This achievement reflects his commitment to professional development and strengthens his ability to evaluate investment strategies, apply disciplined portfolio construction and risk-management principles, and help clients align their portfolios with their goals, time horizons and risk tolerance.

Congratulations, Neil, on this well-deserved accomplishment and your continued dedication to serving our clients.

10/02/2026

Congratulations to Alexis Spear on passing the Series 7 exam! In addition to her exceptional client service, this achievement reflects her dedication, discipline, and commitment to professional growth.

Please join us in celebrating this well-earned milestone. We at The Lighthouse Wealth Management Group, along with our clients, are lucky to have you.

09/30/2026

The AI era is moving into the physical world—and Morgan Stanley Research is helping investors understand what comes next.

In The Robot Almanac, Morgan Stanley's new 8-part video series, we explore robotics, physical AI, and the market forces that could reshape the global economy. Our forecast: the AI robotics market could reach $25 trillion in annual product revenues by 2050.

Watch the first episode: https://livesocial.seismic.com/aDOVVK

These trends raise important questions for portfolios and long-term investment strategy. Are you ready? Let's talk about what this next wave of innovation could mean for you.

09/28/2026

The most meaningful part of this work is the long arc of relationships—being present through life transitions, decisions, and the moments that matter.

We're happy to share that Kennedy, CFP® is retiring from Morgan Stanley. Wendy began her career with the firm in 2007 and has been an important part of The Lighthouse Wealth Management Group. As a Financial Advisor and CERTIFIED FINANCIAL PLANNER®, she brought a steady, planning-first approach and a deep commitment to continuing education—helping clients navigate many phases of their financial lives with thoughtful guidance.

Beyond the office, Wendy has also been active in our local community, and those who know her well know how much she values family, service, and time outdoors. We're grateful for the impact she's had on our team and the families we serve, and we wish her all the best in this next chapter.

Please join us on congratulating Wendy on her retirement and thanking her for her many years of service, dedication, and care for clients. We wish you the best in your next chapter!

09/25/2026

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/aYfJqX

09/22/2026

What could a strong stock market alongside higher yields mean for investors? Morgan Stanley outlines themes that may matter for planning.
https://livesocial.seismic.com/aNwbau

09/18/2026

Guess the lighthouse!

Here's a photo of Misti Blanton and Alexis Spear from the Lighthouse Wealth Management Group. Can you guess which lighthouse they are standing in front of?

09/16/2026

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.

09/14/2026

Guess the lighthouse!

With our summer travel plans wrapping up, check out this picture from Rosa, CFP® on a trip he took recently. Can you identify the lighthouse he's in front of? Share your guess in the comments.

09/10/2026

While rising AI capex has weighed on internet and hyperscaler stocks, return on investment looks promising. Find out more in On the Markets.

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