The Sigma Group


Experience, intellectual capital and dedicated personal service to help you meet your life goals

Our Story and Services

The Sigma Group at Morgan Stanley

Wealth is almost always accompanied by complexity – volatile markets, changing tax laws, fluctuating interest rates and continually evolving investment opportunities.

At The Sigma Group, we help families, foundations and other institutional clients simplify their financial lives with a blend of astute guidance and impeccable service. Moreover, we are supported by the considerable resources of one of the world’s most respected financial institutions.

Sigma, in financial terms, stands for accumulated sum, a measure of investment return, but it can also stand for standard deviation, a measure of risk. By focusing on both these variables, our experienced team creates investment strategies to help meet your objectives for growth, income and preservation of capital with a level of risk tailored to your tolerance. In addition, we offer advice that goes beyond your portfolio to include disciplines as diverse as estate planning and liquidity management. Our goal is to provide you with the comprehensive wealth management required to succeed in today’s challenging financial environment.

Services Include

  • Wealth Management
  • Alternative Investments
  • Asset Management
  • Corporate Retirement Plans
  • Defined Contribution Plans
  • Endowments and Foundations
  • Estate Planning Strategies
  • Executive Financial Services
  • Financial Planning
  • Lending Products
  • Life Insurance
  • Philanthropic Services
  • Qualified Plans
  • Retirement Planning
  • Trust Services*
  • Institutional Services

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



  • 850 S Palafox St., Ste 200
  • Pensacola, FL 32502



    The Sigma Group is a cohesive team of financial professionals who serve an exceptional clientele of institutional clients and affluent families. With over 150 years of combined experience in the financial industry, our staff focuses on providing family wealth office and institutional consulting services.  Our focus is on constructing investment portfolios that meet our clients goals commensurate with their ability to withstand volatility and risk.  We work at Morgan Stanley Wealth Management to gain access to their intellectual capital and global resources which we view as essential for successful wealth management in an ever changing world. Combining our own talents with the vast resources of Morgan Stanley, we help you create highly customized, comprehensive wealth management plans based on your unique needs, goals and aspirations.

    Meet The Sigma Group

    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.


    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


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

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


    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


    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

    Ready to start a conversation? Contact The Sigma Group today.

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    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.

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