Jamie Stallings - Financial Advisor at Morgan Stanley

Jamie Stallings - Financial Advisor at Morgan Stanley Financial Advisor at Morgan Stanley NMLS ID 1920553

As a Morgan Stanley financial advisor, I enjoy the opportunity to work with individual investors on creating and implementing strategies that work toward specific goals that we set together. Whether it's planning for retirement, saving for college for children or grandchildren or just trying to preserve the financial future of the ones that we care the most for, we take the time to identify each g

oal and develop the strategy to address it. I also coordinate and work in tandem with other professionals who include CPAs, Estate Planning Attorneys and Life Insurance Professionals and Agents to execute needed actions.

Flag Day is a simple reminder of shared values and the communities we're part of. Wishing everyone a meaningful day. ...
06/14/2026

Flag Day is a simple reminder of shared values and the communities we're part of. Wishing everyone a meaningful day.

D-Day reminds us that history can hinge on ordinary people rising to extraordinary courage. Today, we honor their sacrif...
06/06/2026

D-Day reminds us that history can hinge on ordinary people rising to extraordinary courage. Today, we honor their sacrifice with enduring gratitude and profound respect.

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/a-USZR

This Memorial Day, The Wave Group honors and remembers the servicemembers who made the ultimate sacrifice. We're gratefu...
05/25/2026

This Memorial Day, The Wave Group honors and remembers the servicemembers who made the ultimate sacrifice. We're grateful for their courage and for the families who carry their legacy.

05/13/2026

Market volatility has challenged the assumptions behind traditional portfolio construction. Watch this conversation that explores how alternative investments may offer diversification beyond the traditional 60/40 – and why access and manager selection are increasingly important. https://livesocial.seismic.com/RhKKj

Happy Mother's Day! The Wave Group celebrates all the moms and mother figures whose care, strength, and guidance shape b...
05/10/2026

Happy Mother's Day! The Wave Group celebrates all the moms and mother figures whose care, strength, and guidance shape brighter futures every day. Wishing you a joyful day of recognition and appreciation.

Happy National Teachers Day! The Wave Group is grateful for the educators who inspire lifelong learning and help student...
05/05/2026

Happy National Teachers Day! The Wave Group is grateful for the educators who inspire lifelong learning and help students build confidence for the future. Thank you for your dedication and the difference you make every day.

As AI scales, rising data center power use and resource needs are pushing sustainability to the center of investment dec...
05/01/2026

As AI scales, rising data center power use and resource needs are pushing sustainability to the center of investment decisions.

brightcove.net

04/29/2026

As markets, policy, technology, and capital strategy become increasingly interconnected, investors face growing complexity. Now is the time for the Morgan Stanley Institute – a newsletter bringing together perspectives across disciplines, to separate signal from noise.
https://livesocial.seismic.com/1rnoz

Address

437 W Duke Of Gloucester Street
Williamsburg, VA
23185

Telephone

+17572597129

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