Dennis Rosa
Executive Director,
Financial Advisor,
Family Wealth Director
Direct:
(904) 273-7563(904) 273-7563
My Story and Services
A seasoned professional with over 25 years of industry experience, Dennis is firmly committed to the continued growth and success of The Lighthouse Wealth Management Group and the families they represent. Success is measured by the depth and tenure of those client relationships. In addition to his duties as a Financial Advisor, Dennis is responsible for the team’s new business development and growth strategies to thoughtfully represent The Lighthouse Wealth Management Group in the communities they serve.
As a Financial Advisor, Dennis enjoys guiding families to clarify their futures through financial planning. He helps them connect the pieces of their financial and personal lives into one cohesive strategy. Families appreciate his consultative, thorough overview when approaching their wealth and the security they feel seeing what they can accomplish with what they have achieved. Demystifying their investment world, Dennis provides comfort, so families can enjoy the wealth they have created and focus on the things that are important to them personally.
Throughout his career, Dennis has been committed to professional development. Dennis graduated Magna Cum Laude from Rollins College with an Honors B.A. degree and has completed the Young Executives Institute at the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. Forbes Magazine has named Dennis to it's list of America's Best-In-State Wealth Advisors for 2018-2024.
Dennis currently lives in Jacksonville Beach with his wife, Becky, and their dog, Dewey. They have three young adult children, Sam, Jack and Cate. Active in his local community, Dennis serves as Vice President of the Monique Burr Foundation for Children and is a past President of the Rotary Club of Jacksonville Oceanside. He has previously served as Chairman of the El Pescado Billfish Tournament. In his leisure time, Dennis enjoys hunting, fishing, and spending time with family and friends.
2018-2024 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2018-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
As a Financial Advisor, Dennis enjoys guiding families to clarify their futures through financial planning. He helps them connect the pieces of their financial and personal lives into one cohesive strategy. Families appreciate his consultative, thorough overview when approaching their wealth and the security they feel seeing what they can accomplish with what they have achieved. Demystifying their investment world, Dennis provides comfort, so families can enjoy the wealth they have created and focus on the things that are important to them personally.
Throughout his career, Dennis has been committed to professional development. Dennis graduated Magna Cum Laude from Rollins College with an Honors B.A. degree and has completed the Young Executives Institute at the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. Forbes Magazine has named Dennis to it's list of America's Best-In-State Wealth Advisors for 2018-2024.
Dennis currently lives in Jacksonville Beach with his wife, Becky, and their dog, Dewey. They have three young adult children, Sam, Jack and Cate. Active in his local community, Dennis serves as Vice President of the Monique Burr Foundation for Children and is a past President of the Rotary Club of Jacksonville Oceanside. He has previously served as Chairman of the El Pescado Billfish Tournament. In his leisure time, Dennis enjoys hunting, fishing, and spending time with family and friends.
2018-2024 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2018-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: TX, CO, VA, NE, MN, IL, MO, MI, LA, KS, AL, TN, NH, MT, GA, PA, NY, NM, MA, AZ, UT, NV, NC, KY, ID, AR, WA, PR, OK, OH, NJ, HI, MS, ME, DE, DC, SC, OR, MD, FL, CA, WY, VT, IN, WI, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 1273018
CA Insurance License #: 0E36788
NMLS#: 1273018
CA Insurance License #: 0E36788
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
50 A1A North
Ste 112
Ponte Vedra Beach, FL 32082
US
Direct:
(904) 273-7563(904) 273-7563
Wealth Management
Global Investment Office
Portfolio Insights
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Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
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Ready to start a conversation? Contact Dennis Rosa today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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:
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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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
CRC 6491812 (04/2024)
