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
We are proud to announce:
Jennifer Hartmann was a panelist for the Options Industry Council Education Day for Congressional Aides and Securities and Exchange Committee staff on January 21, 2015 in Washington DC. This is an annual program that OIC conducts to help keep regulatory and legislative staff informed about the listed options markets and to provide insight into how individual investors are using options.
Jennifer Hartmann has been promoted to Executive Director.
Jennifer Hartmann is Co-Chair on the Consulting Group Financial Advisor Advisory Committee
Stephen Stribling a Senior Vice President and Financial Advisor and Certified Portfolio Manager in the Firm’s Wealth Management office in Denver, CO has earned Morgan Stanley’s Family Wealth Director (FWD) designation.
Richard DiMarzo has been elected to Board Chairman, Wilmot Cancer Institute Advisory Board
Anthony Gallea interviewed Forbes Economics editor John Tamny for the January call of the Portfolio Management Institute.
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.
Morgan Stanley is pleased to announce that Stephen Stribling, CPM, a Senior Portfolio Management Director and Financial Advisor, International Client Advisor in the Firm’s Wealth Management office in Denver, has earned Morgan Stanley’s Family Wealth Director (FWD) designation. The FWD designation also entitles Mr. Stribling to specialized access to a variety of family advisory services including, family governance and dynamics, philanthropic services and customized reporting.
Richard DiMarzo has been named a Founding Member of the Wilson Society. Wilson Society members are those who have shown a long-term commitment to supporting the University of Rochester by establishing a planned gift of any designation—unrestricted or restricted; current-use or endowed—to any school, department, or unit within the University.
The Pelican Bay Group - Market Commentary April 2015
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