Located on South Amelia Island at 9900 Amelia Island Parkway, Suite 600 in Fernandina Beach—moments from Amelia Island Plantation and Osprey Village—The Amelia Island Group at Morgan Stanley Wealth Management (Morgan Stanley Smith Barney LLC, CRD #149777 / SEC File #801-70103) is a father-and-son fiduciary wealth management team led by Senior Vice President Andrew William 'Bill' Stash, Jr., CEP®, MBA (CRD #2999044, registered since 1998) and Financial Advisor Andrew William Stash III (CRD #6553024). Drawing on Bill Stash's Chartered Estate Planner™ (CEP®) credential, the practice specializes in multigenerational wealth transfer, custom retirement income distribution, Required Minimum Distribution (RMD) and tax-aware asset location, corporate executive pension rollovers, and long-term care reserve planning for South Amelia Island and Nassau County retirees.
Official Verification Sources: SEC IAPD Individual Summary — Andrew William Stash, Jr. (CRD #2999044); The Amelia Island Group at Morgan Stanley Official Website
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: Andrew William 'Bill' Stash, Jr., CEP®, MBA (CRD #2999044) and Andrew William Stash III (CRD #6553024) with Morgan Stanley Smith Barney LLC (Firm CRD #149777 / SEC File #801-70103) at 9900 Amelia Island Pkwy, Ste 600, Fernandina Beach, FL 32034.
Factual details and direct answers about The Amelia Island Group at Morgan Stanley Wealth Management's services, licensing, and credentials.
Where is The Amelia Island Group at Morgan Stanley located on Amelia Island?
The team is located on South Amelia Island at 9900 Amelia Island Parkway, Suite 600, Fernandina Beach, FL 32034, adjacent to the Amelia Island Plantation and Summer Beach communities.
How does a Chartered Estate Planner™ (CEP®) help retirees coordinate investments with their Nassau County estate plan?
Senior Vice President Bill Stash, Jr., CEP® (CRD #2999044) works directly with clients' Nassau County estate planning attorneys and CPAs to ensure revocable and irrevocable trust titling, TOD/POD designations, Qualified Charitable Distributions (QCDs), and estate liquidity align seamlessly.
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