The Pelican Bay Group

OUR MISSION STATEMENT

A rare depth and breadth of talent, backed by the resources of a global powerhouse.

Our Story and Services

Our Story and Services

Our team offers a rare breadth of talent, and a wide range of skills. We manage approximately $2 billion in assets as of December 31, 2016, and are comprised of seven Financial Advisors and eight support members located throughout the country.

Whether you are seeking Portfolio Management, Institutional Investing, Estate and Retirement Planning strategies, Business Planning, or you require an International Client Advisor, we offer the guidance you seek. Our robust team includes a variety of disciplines, including a Family Wealth Director. This elite designation held by approximately 2% of Morgan Stanley Financial Advisors qualifies us to address the unique concerns of high net worth families.

With over one hundred combined years of experience in the financial services industry, The Pelican Bay Group offers you a rare depth and breadth of talent. We pride ourselves on the comprehensive services we offer, backed by the global resources of Morgan Stanley.


7fas350x388.jpg
The Pelican Bay Group Financial Advisors


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Services

  • Wealth Management
  • 401(k) Rollovers
  • Asset Management
  • Corporate Retirement Plans
  • Corporate Trust Services
  • Endowments and Foundations
  • Institutional Services
  • Professional Portfolio Management
  • Qualified Retirement Plans
  • Retirement Planning
  • Sustainable Investing

Location

Location

  • 1250 Pittsford Victor Rd
  • Bldg 200, Ste 350
  • Pittsford, NY 14534

  • 1550 Market St. Ste 600
  • Denver, CO 80202

Experience

Experience

For a combined total of over 100 years, we’ve provided clients, institutions, and advisors with financial solutions that have helped preserve and grow wealth. With a highly credentialed and dedicated team of professionals, we are known for providing objective consulting and strategic advice in the following areas:

  • Portfolio Management
  • Institutional Investing
  • Estate and Retirement Planning Strategies
  • Family Director Offering
  • International Client Advisor
  • Business Planning
  • Lending
  • Financial Planning
pmteam450x307.jpg
The Pelican Bay Group Portfolio Managers

Working With You

Working With You

Whatever your objectives, whether they are lofty or grounded, short-term or long-term—our aim is to help make your goals a reality. We help individuals, families, advisors and institutional clients strategize, manage, and implement intelligent financial solutions.

With some of the top minds and capabilities in the industry, we tailor wealth management plans to align with your wishes, your style, and your specific needs. After all, your goals are unique, how we achieve them should be too.


staff450x302.jpg
The Pelican Bay Group Support Staff

Video

Meet The Pelican Bay Group

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Philanthropy

Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Ready to start a conversation? Contact The Pelican Bay Group today.

Dow    -53.36

22359.23
4:38PM

Nasdaq    -33.35

6422.69
5:15PM

S&P 500    -7.64

2500.6
4:38PM
Market Information Delayed 20 Minutes

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. 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.

Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

* Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

Morgan 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

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

CRC 1369093   12/15

Not all products and services are available to clients outside of the United States.

Awards Disclosures