John Mitsis, Financial Advisor at Morgan Stanley

The Sentinel Ponte Vedra Group at Morgan Stanley We continuously challenge our team to elevate the client experience. NMLS # 521049

We’re always working to improve with one goal in mind: to help you reach yours. Whether you’re a business owner looking to transition, a family interested in estate planning strategies, or an individual preparing for retirement – our seasoned 6-member team’s rigorous process and comprehensive service help preserve, grow, and simplify your financial life.

How to Plan Instead of Panic in Volatile Markets | Morgan Stanley 07/10/2024

How do you weather a market crash? A study of nearly 120,000 investors reveals the value of having a sound financial plan to help keep you on track.

How to Plan Instead of Panic in Volatile Markets | Morgan Stanley morganstanley.com

07/04/2024

Wishing you a fantastic 4th of July filled with joy, laughter, and the company of loved ones! As we celebrate the birth of our nation and the freedoms we hold dear, let's take a moment to reflect on the sacrifices made by our founding fathers and all those who have fought to protect our independence. Enjoy the festivities and stay safe!

Navigating the 2024 Housing Market: A Guide | Morgan Stanley 07/02/2024

Mortgage rates are forecast to drop in 2024, but affordability likely won't return to pre-pandemic levels. Here's what that means for buyers, sellers, investors and policymakers.

Navigating the 2024 Housing Market: A Guide | Morgan Stanley morganstanley.com

Generative AI Investing Trends | Morgan Stanley 06/25/2024

At the Morgan Stanley Technology, Media & Telecom Conference, the industry's biggest companies and investors discuss opportunities in chips, software and data from the mass uptake of accelerated computing and generative AI.

Generative AI Investing Trends | Morgan Stanley www.morganstanley.com

Graduating College: A Whole New World 06/18/2024

It is finally here—the grand finale after years of self-discovery, sporadic sleeping patterns and the pursuit of anything and everything that interests you. You have graduated...and now what?

Graduating College: A Whole New World msreserved.com

06/16/2024

Happy Father's Day to all the incredible dads out there! I want to take a moment to recognize the dedication, love, and hard work that you bring to your families, friends, and colleagues. Enjoy this special day and thank you for all that you do!

06/12/2024

How may November's outcome impact investors? Join Morgan Stanley's Michael J. Stein, Global Head of Government Relations, and Michael Zezas, Global Head of Fixed-Income and Thematic Research, on Tuesday, June 18 to hear their perspectives.

Morgan Stanley Virtual Event: 2024 General Election & The Markets - 1675590 morganstanley.webcasts.com

06/11/2024

June marks my 22nd year in the financial services industry. When I embarked on this journey, my goal was to leverage my talents, education, and experience to give back to this great country that has given so much to my family and me. Every day, our team strives to be a blessing to our current and future clients, as well as to anyone important to them.

This career milestone coincides with a significant personal milestone that has become the foundation of my life. Twenty-two years ago, I moved to my new hometown, Jacksonville and the Beaches community. This move marked the beginning of the most rewarding chapter of my life, which continues to unfold. All my major life milestones have occurred here in Jacksonville, and I am proud to call this area home.

Midyear U.S. Economic Outlook: Continued Resilience | Morgan Stanley 06/07/2024

Why is the U.S. economy poised for a strong second half of the year, despite slowing GDP growth? Our Chief U.S. Economist points to population growth, housing demand and anticipated Fed rate cuts.

Midyear U.S. Economic Outlook: Continued Resilience | Morgan Stanley www.morganstanley.com

Giving Back | Morgan Stanley 06/03/2024

June is Morgan Stanley's annual Global Volunteer Month! My colleagues and I are coming together to make a difference in our communities. Learn more about how we give back.

Giving Back | Morgan Stanley www.morganstanley.com

05/31/2024

Join us in celebrating Karen's 17th anniversary in the financial industry! Her dedication and passion as a Financial Advisor have been instrumental in helping our clients achieve their goals and growing our team.

Congratulations, Karen! Here's to many more years of success!

Education Planning Center: 529 Plans and More | Morgan Stanley 05/29/2024

Did you know May 29th is National 529 Day? 529 plans may be a great way to help pay for you or your loved one's education. Let's connect to discuss how we can plan for funding this important life expense. Happy 529 Day! Visit Morgan Stanley's Education Planning Center to learn more.

Education Planning Center: 529 Plans and More | Morgan Stanley www.morganstanley.com

Video Conferencing, Web Conferencing, Webinars, Screen Sharing 05/28/2024

We help business owners and entrepreneurs build, preserve and manage wealth so they can pursue their financial goals. Register and join us on Wednesday, June 5th at 4PM ET for an exclusive virtual event to learn about the suite of resources Morgan Stanley offers to support your business through every stage of its life cycle

Video Conferencing, Web Conferencing, Webinars, Screen Sharing morganstanley.zoom.us

05/27/2024

On this Memorial day , we pause to remember and honor the brave men and women who made the ultimate sacrifice in service to our country. It's a time to reflect on their courage, selflessness, and unwavering dedication to protecting the freedoms we hold dear. Whether you spend the day in quiet reflection or participate in community events honoring our fallen heroes, may this Memorial Day be a time of reverence, unity, and gratitude.

05/20/2024

I'd like to provide you with an update to our firm's capabilities within Private Wealth Management. Through Morgan Stanley's Private Markets Transaction Desk, eligible clients can now buy and sell shares of eligible private companies. Learn more about how to gain access to a distinct array of private market opportunities in the article below and if you're interested in learning more feel free to reach out to me.

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Smarter Phones: AI Shift to the Edge | Morgan Stanley 05/16/2024

Generative AI is moving to consumer devices, bringing faster algorithms, reduced latency and improved security. Morgan Stanley Analysts expect this trend to boost smartphone sales in 2025 and bring opportunity to memory players, integrated circuits makers and camera component suppliers.

Smarter Phones: AI Shift to the Edge | Morgan Stanley www.morganstanley.com

05/12/2024

Happy Mother's Day to all the amazing Mother's out there! Your strength and dedication are appreciated everyday not just on this day of recognition for all that you do. I hope you all have a great weekend and get to spend time with your loved ones.

05/08/2024

A comprehensive estate plan can help you build a lasting legacy and ensure a secure future for your loved ones. Reach out to begin the conversation.

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Morgan Stanley Announces Launch of Private Markets Transaction Desk | Morgan Stanley 04/24/2024

Proud to work for a firm like Morgan Stanley, where innovation is celebrated. Through Morgan Stanley Wealth Management's Private Markets Transaction Desk, eligible clients can now buy and sell shares of eligible private companies. Learn more about how to gain access to a distinct array of private market opportunities.

Morgan Stanley Announces Launch of Private Markets Transaction Desk | Morgan Stanley www.morganstanley.com

Empowering Kids With First Tee | Morgan Stanley 04/15/2024

Morgan Stanley is proud to extend our partnership with First Tee for a third year, building on our initiative's success in offering children of all backgrounds access to golf. Learn how a more inclusive tomorrow starts today.

Empowering Kids With First Tee | Morgan Stanley www.morganstanley.com

04/15/2024

The Sentinel Ponte Vedra Group at Morgan Stanley has been named as a 2024 NAPA's Top DC Advisor Teams!

The NAPA Top DC Advisor Team list highlights the nation's leading retirement plan advisor firms. Sure, we know it's not just about the numbers – but the reality is that NAPA members are having a huge impact every single day, not just on the quality of retirement plan advice, but also in building a more financially secure retirement for millions of Americans.

We are humbled to be named on this prestigious list and are committed to providing a category of one experience for all of our individual and corporate clients.

Learn more about our team here: https://advisor.morganstanley.com/the-sentinel-ponte-vedra-group -resources

Source: napa-net.org (March 2024) Data compiled by NAPA based on self-reported assets under advisement as of Dec 31, 2023. https://www.morganstanley.com/disclosures/awards-disclosure.html https://livesocial.seismic.com/acvE2_

04/08/2024

Last week we celebrated National Employee Benefits Day. As a Financial Advisor specializing in employee compensation, I'm here to help you align your compensation and benefits strategy with your broader financial goals.

Contact me to start the conversation. https://advisor.morganstanley.com/the-sentinel-ponte-vedra-group -contact https://livesocial.seismic.com/ayYpdy

03/31/2024

Wishing everyone a very Happy Easter!

We would love to hear what you're up to today. Comment below to share pictures of your family traditions.

03/28/2024

The Sentinel Ponte Vedra Group has some big updates. Click here to see what's new > https://advisor.morganstanley.com/the-sentinel-ponte-vedra-group -resources https://livesocial.seismic.com/adB8BJ

03/26/2024

The 2024 PLANADVISER Top Retirement Advisors List is now Live!

I am proud to share that I was recognized on the 2024 PLANADVISER Top Retirement Advisors list.

This prestigious designation recognizes the top retirement plan advisers in the industry based on quantitative measures. Learn more about my services and my team here > https://advisor.morganstanley.com/the-sentinel-ponte-vedra-group


Source: planadviser.com (Awarded March 2024) Data compiled by ISS Media based on applications submitted during nomination period of Jan/Feb 2024. https://www.morganstanley.com/disclosures/awards-disclosure.html https://livesocial.seismic.com/aoQ9bM

03/22/2024

This month we recognize and celebrate the contributions of women all throughout the nation's history. We are grateful for all the women who helped pave the path to reach were we are today and cheers to the barriers the women in our life will break. https://livesocial.seismic.com/auR9s7

03/20/2024

Spring is officially here! The Sentinel Ponte Vedra Group at Morgan kicked off the last week of winter at TPC Sawgrass last week, watching the 50th Anniversary of The Players Championship. Cheers to a fantastic season ahead. https://livesocial.seismic.com/a-OwSX

The Players Championship 50th Anniversary | Morgan Stanley 03/13/2024

We are Celebrating 50 Years of THE PLAYERS!
For the tournament's 50th anniversary, Morgan Stanley is teaming up with Brand Ambassador and 11-time PGA champion Justin Rose to create an enhanced experience for fans. Learn more here > https://www.morganstanley.com/articles/the-players-championship-50-anniversary

The Players Championship 50th Anniversary | Morgan Stanley www.morganstanley.com

Ideas & Insights – Private Wealth Management | Morgan Stanley 03/12/2024

Introducing the Wealth Education Series, which demonstrates basic strategies as a starting point for more customized programs depending on your individual financial situation and goals. View the Wealth Education Series here > https://www.morganstanley.com/what-we-do/wealth-management/private-wealth-management/pwm-ideas-insights?icid=mg-tl-pwmweal-6281

Contact me to discuss > https://advisor.morganstanley.com/the-sentinel-ponte-vedra-group -contact

Ideas & Insights – Private Wealth Management | Morgan Stanley www.morganstanley.com

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50 A1A N Suite 200
Ponte Vedra Beach, FL
32082

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