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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.
In the first quarter of 2013, we are proud to announce:
Paul Hanrahan was recently elected to the National Cancer Advisory Board of the James P. Wilmot Cancer Center. He also serves as spokesperson and is a board member of Judy’s Fund: celebrating life beyond cancer.
Stephen Stribling earned the title of International Client Advisor
Jennifer Hartmann received the title of Portfolio Management Director
Richard DiMarzo was recently elected to the National Cancer Advisory Board of the James P. Wilmot Cancer Center where he now serves as on the board’s Executive Committee. Richard is also Chair Person of Judy’s Fund: Hope for Cancer Survivors.
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.