The Rojas Group at Morgan Stanley

Contact Us
The Rojas Group


Experienced wealth planning services for your life and legacy goals

Our Story and Services

Our Story

Over the years, our clients have come to appreciate working with a team of professional advisors who has been exposed to many of the same situations they face. We make it a priority to be your financial advocate and do all we can to address the specific challenges you experience. We also believe it is our responsibility to help you prevent mistakes and make sound decisions about your wealth through ongoing education and the delivery of thorough and thoughtful solutions.

Through a series of conver­sations, we guide you through a comprehensive process that culminates in the development of a financial plan, tailored to your specific goals, needs and aspirations. Our ultimate mission is to empower you to be confident in your financial decisions, so you can enjoy the wealth you have accumulated and pursue personal passions that are important to you and your family.

As we begin to work together, we hope you will agree that the strategies and solutions we recommend are carefully structured to provide you with the tools and resources necessary to succeed in today’s fast-paced world, while helping ensure your assets are there when you need them — no matter how long you live or what life events you encounter.

At The Rojas Group, we are committed to doing the right thing for you and your family. We put our clients’ interests first and will be here when you need us most.

Services Include

  • 401(k) Rollovers
  • 529 Plans
  • Cash Management
  • Estate Planning Strategies
  • Municipal Bonds
  • Retirement Planning
  • Sustainable Investing
  • Trust Services*
  • Wealth Management
  • Asset Management

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



  • 7175 N. Pima Canyon Dr.
  • Tucson, AZ 85718

    Working With You

    Working With You

    Our process begins and ends with listening. I ask vital questions about your hopes and dreams, your current financial situation and your investment style . . . and then we listen. It’s an ongoing process through which we understand all we can about you, your family, your business and your goals.

    This disciplined five-step process helps us make informed recommendations and design a flexible plan that is uniquely yours.


    Step 1: Listening

    Understanding you and your evolving needs is the most important and ongoing step of our process. What’s vital to you – and what keeps you up at night – will serve as the foundation of the work we do together.


    Step 2: Analysis

    Analysis is the review and understanding of your current and future financial situation. We have the specialized tools and resources to determine the likelihood of reaching your goals, while addressing the impact of unexpected life events.


    Step 3: Your Tailored Plan

    In this step, we determine which strategies and investments are appropriate for your specific goals, timeline and risk parameter. We build a custom plan with recommendations designed to achieve your particular goals in today’s economic environment. We work in cooperation with your accountant, estate attorney and other financial professionals to ensure your plan is fully integrated.


    Step 4: Implementation

    Upon your approval of the plan, we’ll schedule a number of meetings to ensure your account is set up properly and you have convenient access to your account information.


    Step 5: Ongoing Service

    Our process is much more than the delivery of a financial plan. It’s an ongoing relationship with forward thinking strategies and a commitment to helping you achieve your goals today and tomorrow.

    Our Clients


    When I began my career in 1982, I gave a lot of thought to the types of individuals and families I would like to serve. I asked myself what were my strengths and perspectives, and who would be best served by my skills and beliefs. 

    Over the past 35 years, I have worked hard to develop a strong and active practice. To ensure every client has a personalized experience, I have expanded my team to include Selina, Michaelle and Luis, three seasoned professionals who embody the same principles on which I’ve built my business. Together, we are committed to financial literacy and serving the financial needs of a diverse group of clients:

    - Multi-generational families, including aging parents and financial literacy for children
    - Individuals planning for retirement and Retirees planning for the various stages after retirement
    - Small business owners and entrepreneurs, especially with liquidity needs, loans and banking
    - Women seeking guidance for themselves and their family
    - Individuals experiencing a significant life event, such as the sale of a business, an inheritance, a divorce, or widowhood
    - Corporate executives and medical professionals
    - Businesses and organizations focused on supporting the long-term needs of their employees
    - Latinos needing bilingual and/or bicultural financial and investment expertise

    While each client has specific financial goals and circumstances, all have one thing in common: They’ve accumulated significant assets and need help developing a comprehensive and cohesive wealth strategy. Our role is to help them effectively manage and protect their assets, so they may take care of the people they love, spend more time pursuing the activities they enjoy, and support the causes that are most important to them.

    We come to work every day focused on making a real difference in the lives of our clients and the communities in which we live.

    Meet The Rojas 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

    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


    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


    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 Rojas Group today.

    Dow    181.18


    Nasdaq    67.83


    S&P 500    17.79

    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: 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

    Awards Disclosures