The Amelia Island Group - Morgan Stanley

I have worked with Bill Stash for many years . And very close since I retired in 2022. There is no one else that I would trust with my investments. I 100% know that they have my best Interest in mind and I am very comfortable with them. Andrew and Karen are great to work with and quick to handle any needs I may have. If you are looking for a great Investment Company to work with make sure you contact The Amelia Island Group you will not be disappointed.

I have been a client for a number of years and I can’t say enough about everyone that works there. They are very responsive and even though I’ve moved away from Amelia Island they still are great to work with. I have been a client for a number of years and I can’t say enough about everyone that works there. They are very responsive and even though I’ve moved away from Amelia Island they still are great to work with. Most of my dealings have been with Karen and Bill, and they are top-notch.

I've been a client of the Amelia Island Group for some time now, and I can confidently say that their personal finance and investment advisory services are top-notch. The team's hands-on approach sets them apart, providing a level of attention and care that goes beyond the usual financial services. From managing my personal finances to offering insightful investment advice, the Amelia Island Group has consistently demonstrated expertise and professionalism. Their commitment to understanding my financial goals and tailoring strategies to meet them has been truly refreshing. What I appreciate most is the personalized attention I receive. The team takes the time to explain complex financial concepts, ensuring I'm well-informed and confident in my financial decisions. Their transparency and integrity have fostered a trust that is invaluable in the world of finance. If you're looking for a financial advisory service that combines expertise with a hands-on approach, I highly recommend the Amelia Island Group. They've been instrumental in helping me navigate and optimize my financial journey.

I've been with this group of professionals since they established the Morgan Stanley office in Amelia Island and they are top rate in terms of communication, service, and expertise. Live out of town - or even out of Florida? I do, and no worries at all. Highly recommended.