Our Story

The Flagler Group at Morgan Stanley advises high net worth families and individuals on simplifying and managing their financial affairs while guiding them clear of financial pitfalls.  Our disciplined process focuses on the design, management, and monitoring of comprehensive wealth plans that reflect each client’s unique priorities and values.  We understand that financial challenges extend beyond investments.  Our commitment is to provide proactive, customized advice, so that our clients can confidently devote their time to the things that matter most to their family.Our clients are a diverse group:  founders and executives of private and public businesses, philanthropists, retirees, entertainers, and designers to name a few.  Our clients not only appreciate the solutions we present to them, but also our ability to execute them efficiently.  We believe that comes from having decades of experience working with families like yours.  We work closely with your accountant, estate attorney, and others that advise you so our efforts are coordinated to help your family.  This integrated team approach is essential to helping you preserve and grow your wealth now and for generations to come.  If your family would benefit from this type of relationship, please don’t hesitate to call or email us for a conversation.
Services Include
  • Alternative Investments1
  • Long Term Care Insurance2
  • Life Insurance3
  • Lending Products
  • Philanthropic Services
  • Trust Services*
  • Financial Planning4
  • Asset Management5
  • Estate Planning Strategies6
  • Business Succession Planning7
  • Cash Management8
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

777 S Flagler Drive
Suite 700E
West Palm Beach, FL 33401
US
Direct:
(561) 650-7500(561) 650-7500
Toll-Free:
(800) 327-6322(800) 327-6322

Meet The Flagler Group

About Me

Michael has helped families navigate the challenges and complexities of wealth for over 23 years.  He joined Morgan Stanley (and its predecessor firms) in 2003 from J.P. Morgan Private Bank in New York, where he had started his wealth management career in 1997. 

Prior to that, Michael was a Certified Public Accountant with Coopers & Lybrand from 1993 to 1996.  His tax knowledge, in addition to his experience as a CERTIFIED FINANCIAL PLANNERTM and Certified Investment Management Analyst®, help him drive tax efficient solutions for his clients and collaborate effectively with his clients’ accountants, attorneys and other advisors.

Michael graduated from the Wharton School at The University of Pennsylvania in 1993 with a Bachelor of Science degree in Economics and received his MBA from Michigan Business School (now Stephen M. Ross School of Business) in Ann Arbor in 1998.  

Michael was raised in Framingham, MA, and recently moved from Manhattan (after 15 years of cold winters) to Palm Beach County with his wife Katrina, daughter Zoe and son Drew. He is a member of the Board of Directors of Homeless Coalition of Palm Beach County, and has been actively involved in Habitat for Humanity (both in New York and Florida). Michael is an avid tennis player and a struggling golfer.
Securities Agent: FL, WY, WI, VT, VA, TX, SC, PA, OR, OH, NY, NM, NJ, NC, MO, MN, MI, ME, MD, MA, IL, ID, GA, DE, DC, CT, CO, CA, AZ, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1265012

About Me

Lonny has been helping families create, implement and manage financial plans since joining Morgan Stanley (and its predecessor firms) in 1994.  While Lonny works with families who have generated their wealth in varying ways, his expertise in working with entrepreneurs and business owners in particular can be traced to the successful computer business he created in 1981.  

As President and Founder of MicroAge Computer Stores in Florida, Lonny was at the forefront of the personal computer revolution, growing his single company into a successful regional chain of computer centers.  Lonny lived and breathed every aspect of this business until its profitable sale in 1991.  His intimate knowledge of the intersection of an entrepreneur’s business and personal financial plans comes from the years of hard work in growing his company from scratch.

Following the sale of his business, Lonny identified an opportunity to invest in depressed real estate, purchasing and renovating apartment buildings into mid-priced rental units.  His activity helped renovate the Old Northwood neighborhood in West Palm Beach, FL, which has since become a federally registered U.S. Historic District.

Lonny lives in Palm Beach Gardens with his wife Karen.  They have 2 children (Ross and Aileen) and 2 beautiful granddaughters (Hailey and Ivy).  When Lonny’s not in the office, he loves to travel, hike, ski and play golf.
Securities Agent: TX, NC, FL, WI, VT, VA, SC, PA, OR, OH, NY, NM, NJ, NE, MO, MN, MI, ME, MD, MA, IL, ID, HI, GA, DE, DC, CT, CO, CA, AZ, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1262063

About Me

Amber joined Morgan Stanley in 2010 following a career in education. Amber’s background as an educator helps her engage the individuals and families she works with in developing a comprehensive wealth plan. She helps her clients identify and prioritize their goals, needs, and aspirations and then develops an investment strategy to accomplish those goals. Amber's passion for education helps her clients gain a clear understanding of each step in this process and why it is important. 
 
As a Certified Divorce Financial Analyst (CDFA™), Amber dedicates a portion of her practice to working with individuals that are contemplating or going through this life transition. Amber helps these individuals determine the short-term and long-term financial impact of a proposed divorce settlement as well as how to avoid common financial pitfalls that may occur throughout this process. 

Prior to her career in education, Amber attended University of Michigan and later graduated from the University of Kentucky. Amber went on to obtain a Master’s Degree from Florida Atlantic University.  Amber is a member of the Special Olympics of Palm Beach County Executive Management Team and a member of the board of directors for Healthy Mother’s Healthy Babies Coalition of Palm Beach County.  

Amber is originally from Eden, North Carolina but spent much of her childhood outside of Cincinnati, OH before moving to South Florida. Currently, Amber and her husband, Matt, reside in Lake Worth, Florida with their twins Bethanny and Jacob. They enjoy golfing, fishing, and spending time with friends and family.
Securities Agent: FL, WI, VT, VA, TX, TN, SC, PA, OR, OH, NY, NM, NJ, NE, NC, MN, MI, ME, MD, MA, KY, IL, ID, GA, DE, DC, CT, CO, CA, AZ, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1268388
CA Insurance License #: 0I13024

About Me

Jeff joined Morgan Stanley (and its predecessor firms) during 2006 in Philadelphia, PA. He worked with Morgan Stanley while attending the Haub School of Business at Saint Joseph’s University in Philadelphia where he graduated with a Bachelor’s degree.

In 2011, Jeff was appointed to manage the Southeast Region for Morgan Stanley’s
Consulting Group, the investment advisory arm of Morgan Stanley which currently
manages over $1 trillion in client assets as of Q4 2018. In this prior role, Jeff advised Morgan Stanley Wealth Advisors and their clients on asset allocation, manager research and portfolio implementation.

Jeff has earned the Certified Investment Management Analyst® designation through the Wharton School’s CIMA Certification Program, demonstrating proficiency in investment management consulting and wealth advisory.

Jeff was born and raised in the Princeton, NJ area and currently resides in West Palm Beach, FL. In his spare time he enjoys traveling, golf and spending time on the water with friends and family.
Securities Agent: FL, WI, VT, VA, TX, SC, PA, OR, OH, NY, NM, NJ, NC, MO, MN, MI, ME, MD, MA, IL, ID, GA, DE, DC, CT, CO, CA, AZ, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1595006

About Me

Lori joined Morgan Stanley (and its predecessor firms) in 1986. She is a Senior Registered Client Service Associate with the Flagler Group and holds the Series 7, 63 and 65 licenses, helping clients with their administrative and trade execution needs.

Lori is a long-time South Florida resident and currently resides in Jupiter Farms with her husband Charles and their two dogs.  She is an avid fan of the NY Giants & Mets.  When not in the office you can find Lori enjoying the Florida climate either grilling, fishing or camping. 

About Me

Lisa joined Morgan Stanley (and its predecessor firms) in 2012.  Lisa has more than 23 years of experience in the wealth management industry, with roles ranging from back office operations to Financial Advisor to most recently as Client Service Associate.  As a Senior Registered Client Service Associate with the Flagler Group, Lisa helps clients with all of their administrative and trade execution needs.  She holds the Series 7, 63 and 65 licenses.

 

Lisa is actively involved in the equestrian community in Wellington, Florida, where she resides with her three children Lance, Scarlett and Paul. 
Investment and Market Perspectives

On the Markets

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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Consolidate Your Cash at a Competitive Rate

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Morgan Stanley and Justin Rose: A Winning Team

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Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
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Your Financial World. On the Go.

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With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
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Reserved | Living & Giving

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Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Access Morgan Stanley Online

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Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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Ready to start a conversation? Contact The Flagler Group today.
Market Information Delayed 20 Minutes
1Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

2Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

8Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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 suitable 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”) 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.


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