The Pelican Bay Group at Morgan Stanley

The Pelican Bay Group at Morgan Stanley Financial Advisors at Morgan Stanley The Pelican Bay Group manages $4.6 billion in assets as of December 31, 2025. Variety of distinct styles and disciplines.

Wealth Management for Private Clients
Seek to provide appropriate investment growth, income and capital preservation. Help clients succeed in their quest for financial security
International clients. Asset Management for other Advisors and Institutions
Fee-based portfolio management. We are among a select group of Morgan Stanley Financial Advisors who have been qualified by the firm to manage clie

nt assets. Investment Consulting for Institutional Clients
Institutional clients including banks, foundations, endowments, Taft Hartley plans and corporations. Open-architecture, separate account money management platform for banks and trust companies.

We are pleased to announce that eight of our team members at The Pelican Bay Group Wealth Management have been named to ...
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]

We are pleased to announced that our team member at The Pelican Bay Group Wealth Management, Marcy Bonnet, has been incl...
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]

Pleased to share that The Pelican Bay Group's 1st Quarter Market Commentary is now available. For insights from our very...
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

Had a wonderful experience representing The Pelican Bay Group Wealth Management and Morgan Stanley at the recent Forbes ...
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!

Pleased to announce that six of our team members at The Pelican Bay Group Wealth Management have been named to the 2026 ...
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]

Excited to share that The Pelican Bay Group at Morgan Stanley has been recognized as one of the nation's Best-In-State W...
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

Excited to announce that The Pelican Bay Group's 4th Quarter Market Commentary, written by our very own team members, is...
12/10/2025

Excited to announce that The Pelican Bay Group's 4th Quarter Market Commentary, written by our very own team members, is now available!

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_4Q2025_%281%29.pdf

Excited to announce that The Pelican Bay Group's 3rd Quarter Market Commentary, written by our very own team members, is...
08/28/2025

Excited to announce that The Pelican Bay Group's 3rd Quarter Market Commentary, written by our very own team members, is now available! Read here:

https://advisor.morganstanley.com/the-pelican-bay-group-wealth-management/documents/field/p/pe/pelican-bay-group-wealth-management/PBG_Market_Commentary_3Q2025.pdf

We are happy to announce that The Pelican Bay Group's 2nd Quarter Market Commentary, written by our very own team member...
05/20/2025

We are happy to announce that The Pelican Bay Group's 2nd Quarter Market Commentary, written by our very own team members, is now available! Read here:

https://advisor.morganstanley.com/the-pelican-bay-group-wealth-management/documents/field/p/pe/pelican-bay-group-wealth-management/PBG_Market_Commentary_2Q2025.pdf

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1250 Pittsford Victor Road
New York, NY
14534

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