Lighthouse Wealth Management Group at Morgan Stanley

Lighthouse Wealth Management Group at Morgan Stanley Financial Advisors at Morgan Stanley MSSB will not accept purchase or sale orders via Facebook or its messaging systems.

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Energy, AI, and earnings strength make a compelling case to stay engaged and disciplined. Check out Morgan Stanley's 202...
06/09/2026

Energy, AI, and earnings strength make a compelling case to stay engaged and disciplined. Check out Morgan Stanley's 2026 Midyear Outlooks here.

morganstanley.com

May 29 is National 529 Day, a timely reminder to think about education financial planning across generations. A 529 Plan...
05/29/2026

May 29 is National 529 Day, a timely reminder to think about education financial planning across generations. A 529 Plan can be a flexible, tax-efficient way to invest for future education needs while supporting broader wealth and legacy goals. Reach out to discuss. https://livesocial.seismic.com/ak8Ceg

Honoring Memorial Day and remembering those brave souls who made the ultimate sacrifice for our freedom.As a reminder, t...
05/22/2026

Honoring Memorial Day and remembering those brave souls who made the ultimate sacrifice for our freedom.

As a reminder, the market and our office will be closed on Monday, May 25th.

Join Morgan Stanley thought leaders and strategists for our Midyear Economic & Investment Outlook to explore the key dri...
05/20/2026

Join Morgan Stanley thought leaders and strategists for our Midyear Economic & Investment Outlook to explore the key drivers shaping the back half of 2026. Register here: https://livesocial.seismic.com/aTLWev

Honored to share that The Lighthouse Wealth Management Group has been named to the 2026 Barron's Top 250 Private Wealth ...
05/18/2026

Honored to share that The Lighthouse Wealth Management Group has been named to the 2026 Barron's Top 250 Private Wealth Management Teams list!

This recognition reflects what matters most to us: putting clients first, collaborating as a team, and staying focused on long-term outcomes through every market environment. I'm grateful to our clients for their confidence and to our colleagues for their support.



[Source: Barron's (Awarded May 2026). Data compiled by Barron's based for the period Jan 2025-Dec 2025. https://livesocial.seismic.com/axOdh5]

Morgan Stanley's four key investment themes for 2026—AI & Tech Diffusion, the Future of Energy, a Multipolar World and S...
05/01/2026

Morgan Stanley's four key investment themes for 2026—AI & Tech Diffusion, the Future of Energy, a Multipolar World and Societal Shifts—are beating benchmarks as their intersections accelerate market impact.

morganstanley.com

Even with quality coverage, a major loss or liability can be unsettling. Learn how to identify gaps that may expose you ...
04/27/2026

Even with quality coverage, a major loss or liability can be unsettling. Learn how to identify gaps that may expose you to unwanted financial risk.

morganstanley.com

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Ponte Vedra Beach, FL
32082

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