NorthStar Wealth Management Group at Morgan Stanley

John McLaughlin is the senior member of the NorthStar Group at Morgan Stanley based in Ponte Vedra Beach, Florida. John and his team focus on helping high net worth individuals with all facets of their life including asset management, financial and estate planning , liability review and risk management. John’s team, which includes a former CPA and Tax Attorney, helps clients identify major financial issues and helps clients work through the most appropriate solutions to address these concerns for their families. The NorthStar Group process begins with a thorough understanding of their clients’ current situation and major life events and their impact. This includes a review of clients’ cash position, savings and long term investments, debt and liabilities, and insurance. John and his team then work with their clients to develop specific strategies for income, overall budgeting and lifetime goals. This strategy results with the team and the client developing a good picture of their current situation and creating a plan with specific solutions to help them accomplish their goals.

John has served on several non-profit boards and committees and done so in numerous capacities.  John is currently the Vice Chair for the Catholic Foundation Jacksonville. Away from the office, John supports Catholic Charities and the Cultural Center at Ponte Vedra Beach. He also enjoys playing soccer, tennis, and golf and spending time with his wife, Ana, and their three children.

Christian Douglas currently serves as Senior Vice President and Portfolio Manager, Morgan Stanley’s Wealth Management Group, responsible for implementing wealth management solutions and constructing investment portfolios across multi-disciplined asset classes. Prior to joining Morgan Stanley Christian worked as a financial analyst for a multi-family development company, working closely with the CEO on real-estate investment and development related activities. Christian has worked for a privately held family office responsible for management related activities of a privately held real-estate portfolio. 

Christian graduated with honors from Jacksonville University with a BA in business administration and management and did post graduate study at UCLA Ziman Center for Real Estate with an emphasis on real-estate investment analysis and land-use economics. Christian is proficient in written and spoken Spanish. Christian is active in the Jacksonville community having served on the Romney for President Finance Committee, The Dreams Come True Horizon Board, Big Brothers program and served on the board member of The Association for Corporate Growth. Christian enjoys traveling, skiing, architecture, Jaguar football and spending time with family and friends. Christian is married with two daughters.

Frank J. Yong received his B.S.B.A. in accounting from the University of Central Florida magna cum laude. He earned a J.D. with honors and a L.L.M in taxation from the University of Florida, College of Law. Frank is also a C.P.A, (non-practicing) and prior to joining the team, practiced estate and law tax for 23 years. He is a member of the Ortega United Methodist Church, and was formerly on the Board of Directors of the Florida Cattlemen's Association Foundation. He enjoys cattle ranching, hunting, and golfing. Frank and his wife Vicky have two daughters.

With a passion for helping others, Melissa has built strong relationships with clients for more than 16 years. Beginning her career in the financial services industry in 2005, Melissa has valuable and varied experience that enables her to fulfill most account-related needs for our clients. With a back ground in practice management, Melissa is competent and reliable, helping with everything from small tasks to very complex issues. Melissa treats our clients concerns with sensitivity and respect, handling each client’s needs with grace, speed, and integrity.

Originally from New Mexico, she studied accounting at Eastern New Mexico University and was a valued member of their varsity volleyball team. She later went on to obtain her Series 7, 66, and Life and Health Insurance licenses. Her focus in the industry began with financial planning and later evolved into practice management with a love for marketing.  She takes great pride in creating the “Red Carpet” experience for our clients. She has a key role in coordinating our client events and educational seminars. She also handles the distribution of communication and marketing material, manages our database, and organizes the office’s daily operations.

Recently relocated from Arizona, Melissa is happy to call Ponte Vedra her home. Outside of the office, she enjoys spending time with her husband and two boys, fishing, paddle boarding, and many other outdoor activities that Florida has to offer. Already active in the community, she finds time to participate at Gabriel’s House, Pine Castle, and volunteers at her sons’ schools.

NMLS # 1724236

Archie joins the NorthStar Group at Morgan Stanley with 27 years industry experience. He concentrates on developing financial planning and strategies to assist high net worth clients in building, preserving and transferring wealth. He enjoys pooling his resources to ensure our clients have an updated family estate plan and the most efficient tax strategies possible. Archie takes great pride in maintaining his relationships and serving multigenerational clients. While Archie brings multiple layers of experience to the group, his passion lies within helping nonprofit entities achieve their financial goals.
Archie helped start Beaches Habitat, an affiliate of Habitat for Humanity International, in 1991. Since that time Beaches Habitat has built and renovated over 400 homes in our beach communities. He currently serves on the board of H.E.A.L> (Helping Enrich Autistic Lives) and Peace of Heart (a community for people living with autism). Archie is also a Deacon at The Church of Eleven22. He grew up in Jacksonville, Florida, graduated from the Bolles School and earned his B.S. from the University of Florida. He and wife, Micki are blessed with six children. In his spare time, you can find Archie boating, fishing, hunting, or surfing, always with his heart rolled up in his sleeve.

After a distinguished career with the United States Navy where he served from 1985 until 2015, Doug joined Morgan Stanley in 2019 as a Financial Advisor. Prior to joining Morgan Stanley, he was with JP Morgan Chase. Doug graduated from Texas Christian University with a B.A. in Mathematics. He earned a Master of Science in Logistics Engineering and Transportation Systems Management at the Naval Postgraduate School. Doug has attained his Series 7 license. Doug’s attention to detail and client service make him another valuable member of our NorthStar team.

Doug lives in Ponte Vedra with his wife Anne. They are the proud parents of Shannon, Sean, Devin, and Erin. In his leisure time, Doug enjoys playing golf, fitness activities, and his vegetable garden.

A 28-year veteran of the industry, Rochelle’s extensive experience enables her to fulfill a vast array of service needs for our clients. She began in the margin department of Alex Brown before finding her passion in client service. From there, Rochelle moved to Smith Barney, and Janney Montgomery Scott before joining the NorthStar Group at Morgan Stanley in 2019. Rochelle holds the Series 7, 63, and 65 licenses and is Accredited Wealth Management Associate. Her vast background and kind demeanor are a crucial contribution to the NorthStar Group.
Originally from New York, Rochelle and her husband, Ken moved their family to Florida to escape the cold weather. Rochelle and Ken recently celebrated their 29th wedding anniversary and are looking forward to being a part of their new community. They are avid fitness enthusiasts, enjoy the cultural arts, and spending time with their son, who is a recent graduate from the University of Miami.

Nick has over 13 years of experience in the financial services industry in areas such as investment analysis, client service, performance reporting, trading, and project management. He previously worked at companies such as Credit Suisse, Deutsche Bank, and Sawgrass Asset Management. His educational accomplishments include graduating Summa Cum Laude with a B.S. in Business Management from Stony Brook University, an M.B.A. from the University of North Florida, and earning a Chartered Financial Analyst (CFA) designation from The CFA Institute, of which he is a member of the local Jacksonville chapter.

Nick is originally from New York and has lived in the Jacksonville area for the last 10 years. In his free time he enjoys activities such as tennis, distance running, attending sporting events, and travelling. He currently lives in St. Augustine with his wife and two children.

Meghan has worked in the client services industry for 25 years and brings a wealth of service and operational experience to the team. She has been a pillar of consistency who provides outstanding client service and takes true enjoyment from working with the team’s exceptional clientele.  In her role with the NorthStar Group, she will implement the team’s client service model by streamlining client onboarding, operations and account maintenance. Meghan strives to uphold the team’s mission to provide exemplary wealth management service to affluent and ultra-high net worth families.

The lure of the beach and warm weather brought Meghan and her family to St. Johns in 2018 from Connecticut, where she and her husband Jim grew up and they raised their son