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Philip H

Series 63

Amelia Island, FL

Morgan Stanley

Philip Hawkins is a financial advisor with Morgan Stanley in Amelia Island, FL, holding a Series 63 license and with 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Andrew S

CFP®, Series 63, Series 65

Amelia Island, FL

Morgan Stanley

Andrew Stash Jr. is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His previous roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and economic modeling techniques.

General estate planning guidance
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Andrew S

Series 66

Amelia Island, FL

Morgan Stanley

Andrew Stash III is a financial advisor with Morgan Stanley, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as president of BNI Strategic Connections, a professional networking organization based in Fernandina Beach, Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Karen M

Series 63, Series 66

Amelia Island, FL

Morgan Stanley

Karen Macnair is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she serves as a board member for the Amelia Island Dance Festival and operates an online retail business on eBay. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.

General estate planning guidance
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