The Pelican Bay Group


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. As of September 30, 2017, we manage approximately $3 billion in assets, have approximately 6,000 accounts, 1,200 JPNs with other advisors, and are comprised of fourteen Financial Advisors and twelve 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 less than 3% 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.

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The Pelican Bay Group Brochure – Flipbook.pdf

Services Include

  • 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

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


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.

The Pelican Bay Group Pittsford
1250 Pittsford Victor Road
Building 200, Suite 350
Pittsford, NY 14534
Phone: 800-736-4608

The Pelican Bay Group Denver
1550 Market St. Ste 600                            
Denver CO 80202     
Phone: 888-477-3002    

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The Pelican Bay Group Boca Raton
1801 North Military Trail, Suite 300
Boca Raton, FL 33431 
Phone: 800-321-1034

The Pelican Bay Group New York City
522 Fifth Avenue 11th FL
New York, NY 10036
Phone: 212-603-6158 

The Pelican Bay Group Wyoming
135 N Main
Sheridan, WY. 82801
Phone: 888-891-7423



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
The Pelican Bay Group Portfolio Managers

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The Pelican Bay Support Staff



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

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

Meet The Pelican Bay Group


Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.


Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.


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


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


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.

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