The Citrus Group at Morgan Stanley

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In today's increasingly digital world, safeguarding your personal and financial information is more important than ever....
10/01/2026

In today's increasingly digital world, safeguarding your personal and financial information is more important than ever. I'm pleased to share the next session in our Wealth Education for the Next Generation series, "Cybersecurity and Digital Wealth Protection," taking place on Monday, October 5. This timely discussion will explore practical cybersecurity strategies and responsible digital habits that can help protect your online identity, financial accounts, and personal data. Whether you're managing your own wealth or helping guide the next generation, you'll leave with actionable insights to strengthen your digital security. https://livesocial.seismic.com/au9Mpr

Legacy is built through love, guidance, and the values passed from one generation to the next. Today, we're celebrating ...
09/13/2026

Legacy is built through love, guidance, and the values passed from one generation to the next. Today, we're celebrating the grandparents who have helped shape our families and our futures. Happy National Grandparents' Day!

Today, we hold a moment of silence as we remember and honor the colleagues, friends, neighbors, first responders and so ...
09/11/2026

Today, we hold a moment of silence as we remember and honor the colleagues, friends, neighbors, first responders and so many more who lost their lives and were impacted 25 years ago.

Desk detective mode: activated. 🕵️‍♀️Can you figure out which desk belongs to which Financial Advisor? Take your best gu...
09/03/2026

Desk detective mode: activated. 🕵️‍♀️

Can you figure out which desk belongs to which Financial Advisor?

Take your best guess before the reveal on slide 4 and see how well you know the team.

The road goes on forever and the party never ends! Happy birthday to Anne Marie, the heartbeat of our team.
08/31/2026

The road goes on forever and the party never ends! Happy birthday to Anne Marie, the heartbeat of our team.

What is there to say about Herb? To know him is to love him. Happy birthday to the one we all aspire to be like.
08/29/2026

What is there to say about Herb? To know him is to love him. Happy birthday to the one we all aspire to be like.

Dogs have a lot to teach us — patience, consistency, loyalty, and the value of a good routine. This National Dog Day, we...
08/26/2026

Dogs have a lot to teach us — patience, consistency, loyalty, and the value of a good routine. This National Dog Day, we're taking inspiration from our furry friends and sharing a few simple reminders for building healthy financial habits.

Swipe through for the lessons, then comment below with your guesses: which dog belongs to which team member? ⬇️

The first week of school is a reset—new routines, new priorities, and a calendar that suddenly fills up.It can also be a...
08/24/2026

The first week of school is a reset—new routines, new priorities, and a calendar that suddenly fills up.

It can also be a useful planning checkpoint. Education planning is about creating clarity around what you want to fund, when you may need it, and how it fits alongside the rest of your goals.

Small, consistent decisions tend to matter more than perfect timing.

Happy birthday to Dan! We're all so grateful for the energy you bring to our team.
08/21/2026

Happy birthday to Dan! We're all so grateful for the energy you bring to our team.

This Independence Day, we celebrate the 250th anniversary of our nation and reflect on the shared values that make our c...
07/02/2026

This Independence Day, we celebrate the 250th anniversary of our nation and reflect on the shared values that make our country great. Wishing everyone a happy July 4th, filled with family, friends and fun.

Our office will close at 4:15 PM on Thursday, July 2nd, and remain closed on Friday, July 3rd, in observance of Independence Day.

Address

201 E Pine Street, Suite 1100
Orlando, FL
32801

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