The Pelican Bay Group at Morgan Stanley

05/27/2026

Such a wonderful time and meaningful experience representing The Pelican Bay Group Wealth Management and Morgan Stanley in Nashville at the 2026 Portfolio Management Institute Annual Forum.

Between the keynotes, sessions, and panels, it was truly a pleasure to gain insights from and catch up with our exceptional colleagues and peers.

Can't wait for 2027!

05/12/2026

https://www.barrons.com/advisor/report/top-financial-advisors/private-wealth?page=1&mod=farankings_bottomnav_topteams

Proud moment for our team: we’ve been named #23 on Barron’s Top 250 Teams list.

This recognition reflects the trust our clients place in us every day—and the dedication, collaboration, and high standards our team brings to serving them. Thank you to everyone who contributed to this achievement, and congratulations to my colleagues for the hard work behind the scenes that made this possible.

We’re grateful, energized, and focused on what matters most: continuing to deliver thoughtful guidance and exceptional service.

[Source: Barron's (Awarded May 2026, 2025, 2024). Data compiled by Barron's based on 12-month time period concluding in December of year prior to the issuance of the award. https://www.morganstanley.com/what-we-do/wealth-management/awards/barrons/top-financial-advisors-lists ]

Here are America's best financial advisors.

04/08/2026

We are pleased to announce that eight of our team members at The Pelican Bay Group Wealth Management have been named to Forbes' 2026 Best-In-State Wealth Advisors ranking!

Congratulations and we are honored to have each of you be recognized among such an exceptional group of our professional peers.

[Source: Forbes (Awarded April 2026). Data compiled by SHOOK Research LLC based for the period 6/30/24–6/30/25. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2026]

03/25/2026

We are pleased to announced that our team member at The Pelican Bay Group Wealth Management, Marcy Bonnet, has been included in the 2026 Barron's ranking of Top Advisors for the state of Wyoming. We are proud to have Marcy as a teammate and looks forward to seeing all she accomplishes next.

Congratulations, Marcy!

[Source: Barron's (Awarded March 2026) Data compiled by Baron's based for the period October 2024–Sept 2025. https://www.morganstanley.com/what-we-do/wealth-management/awards/barrons/top-1500-financial-advisors]

03/05/2026

Pleased to share that The Pelican Bay Group's 1st Quarter Market Commentary is now available.

For insights from our very own team members, read here:https://advisor.morganstanley.com/the-pelican-bay-group-wealth-management/documents/field/p/pe/pelican-bay-group-wealth-management/The_Pelican_Bay_Group_Newsletter_1Q2026.pdf

02/17/2026

Had a wonderful experience representing The Pelican Bay Group Wealth Management and Morgan Stanley at the recent Forbes | SHOOK Top Teams Summit in Miami.

Always great to catch up with our exceptional colleagues and peers!

02/05/2026

Pleased to announce that six of our team members at The Pelican Bay Group Wealth Management have been named to the 2026 Forbes ranking of Top Women Wealth Advisors Best-In-State! We are so proud and honored to have such an exceptional group of women on the team.

Congratulations!
• Hartmann
• Churchill, CFP®, CRPS®, CLTC® CPWA® CIMA ® RMA®
• Jeanine Delgadillo
• Sax Bender, CFA
• Bonnet
• Ford

[Source: Forbes (Awarded Feb 2026). Data compiled by SHOOK Research LLC based for the period 6/30/24–6/30/25. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2026]

01/08/2026

Excited to share that The Pelican Bay Group at Morgan Stanley has been recognized as one of the nation's Best-In-State Wealth Management Teams for 2026 by Forbes and SHOOK Research.

It's an honor to be recognized among this exceptional group of professionals.

Source: Forbes (Awarded Jan 2026). Data compiled by SHOOK Research LLC based on time period from 3/31/24 – 3/31/25. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2025