The Calleja Group at Morgan Stanley

11/14/2023

Exciting News from Our Team!

We are thrilled to share that our very own Juan Ocanas has been recognized on the “2023 Forbes Top Next-Gen Wealth Advisors and Next-Gen Wealth Advisors Best-In-State lists.” This prestigious recognition is a testament to Juan Ocanas' unwavering commitment to our clients and the high standards we set as a team. Every day, we come together with the shared mission of offering the best to our clients, and accolades like this reaffirm that our hard work is being noticed on a national scale. A huge shoutout to our fantastic clients, dedicated team members, and the greater Morgan Stanley community that supports us in every endeavor. For those curious about the details of this recognition, it's based on data from Mar 2022-Mar 2023 compiled by SHOOK Research for Forbes. For a deeper dive, search for the award details on the Morgan Stanley disclosures and awards page. Thank you for being part of our journey. Let’s keep striving together!



[Source: Forbes.com (Awarded August 2023) Data compiled by SHOOK Research based on time period from Mar 2022-Mar 2023.]
[https://mgstn.ly/3uli4fK]

09/22/2023

25 years ago this month, Morgan Stanley made the decision to hire a freshly graduated student from the University of Florida, that had no pedigree and no rolodex. They gave me a shot and a 1/4 of a century later I am humbled and proud to be a part of this firm as a Managing Director and a member of their National Financial Advisor Council.
Looking forward to what the future awaits.

09/15/2023

09/15/2023

Losses are painful, but investors who can stay focused on their goals, rather than obsessing over monthly returns, will likely be better off in the long run. See why: https://mgstn.ly/3LnJcR6

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