The Pelican Bay Group - Morgan Stanley Team - Pittsford, NY
Morgan Stanley
The Pelican Bay Group
at Morgan Stanley
1250 Pittsford Victor Rd.
Building 200, Suite 350
Pittsford, NY 14534
tel: (585) 383-9270
toll-free: (800) 736-4608
fax: (585) 383-9288
Welcome

The Pelican Bay Group at Morgan Stanley* strives to assist clients in attaining their financial and investment goals.  We define those goals as financial stability, security and investment success.  We believe that a client-focused approach, combined with personal accountability to our clients, is the foundation for a mutually successful relationship.

Fundamental to The Pelican Bay Group’s business ethos is the idea that the more knowledge and understanding our clients have, the more likely they are to make sound investment decisions. 

The continual quest for knowledge and understanding is a two-way street.  Administered with the strictest confidentiality, we engage our clients in a structured process of interviews and research.  This knowledge forms the critical underpinnings of setting financial and business objectives, investment strategies and processes designed to accurately target our client’s objectives.

Judy’s Fund Creates Legacy of Caring and Support for Cancer Survivors




Bulletin Board
  • In the second quarter of 2014, we are proud to announce:

    • Paul Hanrahan received the title of Senior Vice President – Wealth Management

    • Jennifer Hartmann is now a member of Morgan Stanley’s Consulting Group Advisory Board.

    • Anthony Gallea was invited to be a guest instructor by the Georgia Association of Public Pension Trustee’s School

    • Anthony Gallea will be a general session speaker at the Portfolio Management Institute’s annual forum in Newport Beach

    • Richard was recently elected as a Governing Trustee to the board of Colgate Rochester Crozier Divinity School, He also serves as Chair of Institutional Advancement and on both the Finance and Property committees, as well as, the Investment Committee.

    • Peter Roselle will be a general session speaker at the Portfolio Management Institute’s annual forum in Newport Beach

    • The Pelican Bay Group has launched the Yield Plus Catholic Values portfolio, a covered call writing strategy in conformity with the US Conference of Catholic Bishops Socially Responsible Investment Guidelines.

  • We are please to announce our inclusion in the NABCAP Premier Advisors list in the Denver Business Journal. As a NABCAP Premier Advisor, the Pelican Bay Group is a member of an exclusive group who represents the best quality Wealth Management. NABCAP is the first non-profit 501(c) (3) organization to create a discerning process to help identify the top quality advisory practices in order to better serve the investing community.

This 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: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures




pp:3147 mp: 2796