Brian Stokes
Executive Director,
Financial Advisor,
Senior Portfolio Management Director
Direct:
(904) 273-7575(904) 273-7575
My Mission Statement
Guiding families with care, so they may focus on the areas of their lives that bring them joy, meaning and purpose
My Story and Services
Brian is a Senior Portfolio Management Director and Financial Advisor at The Lighthouse Wealth Management Group. With over 30 years of investment and banking experience at some of the world’s largest asset management firms, Brian brings a unique and highly engaging perspective – combined with his ability to build deep, longstanding relationships with each client – that truly sets his team’s practice apart.
Brian began his financial services career in credit and liability management at Merrill Lynch and later Morgan Stanley. In 2001, he was given an opportunity to become part of Morgan Stanley’s asset management division, working closely with the firm’s portfolio management team. This led to a similar role at Alliance Bernstein in 2006. Brian returned to Morgan Stanley in 2009 for the opportunity to share his industry knowledge and skills with individuals and families and build more personal relationships with clients.
Throughout his career, Brian has developed a strong understanding of economics and is well versed in the equity and fixed income markets. He has cultivated skills in asset allocation, investment management, banking and lending strategies, as well as retirement and estate planning. By advising the team’s clients on how to effectively grow, protect and transition their wealth, he has earned the reputation of being a valued and trusted advisor.
Brian graduated from the University of Florida with a B.A. degree in Business Administration. He is also a member of the Meninak Club of Jacksonville. Forbes Magazine has named Brian to it's list of America's Best-In-State Wealth Advisors for 2022-2024. A native of Jacksonville, Brian lives in Ponte Vedra Beach with his wife, Teresa, and their three children.
Brian began his financial services career in credit and liability management at Merrill Lynch and later Morgan Stanley. In 2001, he was given an opportunity to become part of Morgan Stanley’s asset management division, working closely with the firm’s portfolio management team. This led to a similar role at Alliance Bernstein in 2006. Brian returned to Morgan Stanley in 2009 for the opportunity to share his industry knowledge and skills with individuals and families and build more personal relationships with clients.
Throughout his career, Brian has developed a strong understanding of economics and is well versed in the equity and fixed income markets. He has cultivated skills in asset allocation, investment management, banking and lending strategies, as well as retirement and estate planning. By advising the team’s clients on how to effectively grow, protect and transition their wealth, he has earned the reputation of being a valued and trusted advisor.
Brian graduated from the University of Florida with a B.A. degree in Business Administration. He is also a member of the Meninak Club of Jacksonville. Forbes Magazine has named Brian to it's list of America's Best-In-State Wealth Advisors for 2022-2024. A native of Jacksonville, Brian lives in Ponte Vedra Beach with his wife, Teresa, and their three children.
Securities Agent: PA, AL, CO, AZ, WA, UT, OR, ME, WY, TN, SC, NH, NC, ID, DE, VA, RI, NE, MI, LA, IL, MN, KY, FL, AK, WI, TX, MD, IN, HI, GA, DC, PR, OH, NM, CA, VT, NJ, MO, MA, KS, OK, NY, NV, MT, MS, CT, AR; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1279394
NMLS#: 1279394
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
In The Press
At The Lighthouse Wealth Management Group, we are devoted to earning your trust every day through ready access and open conversations, so we may be recognized as a guiding light, helping secure your family's financial success with clarity and confidence for generations to come.
Forbes Best-In-State Wealth Advisors
Brian Stokes has been recognized as a Forbes Best-In-State Wealth Advisor in 2022, 2023, 2024, and 2025.
Source: Forbes.com (Awarded 2022, 2023, 2024, 2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
The Lighthouse Wealth Management Group
The Lighthouse Wealth Management Group is a multigenerational team serving multigenerational families, proud of the fact that many of our clients have been with us for more than 30 years. We are honored to work with their children, grandchildren, and often their parents. We work as a team to seamlessly provide exceptional service, objective guidance, and results-driven strategies. When you work with one of us, you get the best of all of us.
- Approximately $4 Billion in assets under management
- 14 Financial Advisors
- Combined over 350 years of industry experience
- 7 Client Service Associates, that exclusively service Lighthouse clients.
- 3 Senior Portfolio Management Directors, supported by 2 Financial Analyst
- 3 Certified Financial Planners
- 3 Certified Divorce Financial Analyst
- 2 Financial Planning Specialist
- 2 Lending Specialist
- 1 Family Wealth Director
Forbes Best-In-State Wealth Management Team
The Lighthouse Wealth Management Group has been ranked by Forbes as one of the Best-In-State Wealth Management Teams for the fourth year in a row. Named to Forbes Best-In-State Wealth Management Teams 2023, 2024, 2025, and 2026.
Source: Forbes.com (Awarded 2023, 2024, 2025, 2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Barron's Top 250 Private Wealth Management Teams
The Lighthouse Wealth Management Group has been ranked on Barron's 2025 Top 250 Private Wealth Management Teams for the second year in a row. Named to Barron's Top 250 Private Wealth Management Teams for 2024 and 2025.
Source: Barron's (Awarded 2024, 2025). Data compiled by Barron's based on 12-month time period concluding in December of year prior to the issuance of the award.
Location
50 A1A North
Ste 112
Ponte Vedra Beach, FL 32082
US
Direct:
(904) 273-7575(904) 273-7575
6735 Southpoint Drive South
3rd Floor
Jacksonville, FL 32216
US
Wealth Management
Global Investment Office
Portfolio Insights
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Brian Stokes today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
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The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
