The Citrus Group at Morgan Stanley

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From Pre-K caps to college gowns—this season has been extra meaningful for our families.Recently, Dan's son Will, Bob's ...
05/29/2026

From Pre-K caps to college gowns—this season has been extra meaningful for our families.

Recently, Dan's son Will, Bob's daughter Caroline, and Sarah's daughter Catherine all graduated. One is stepping out of college and into what's next, another is wrapping up high school and looking ahead to a new chapter, and another is celebrating a kindergarten milestone. Different stages, same feeling: pride, gratitude, and a reminder of just how quickly the years move.

Moments like these are a great opportunity to pause and reflect on the full journey—from the first day of school nerves to the big "what's next?" conversations. And for families who are somewhere in the middle (or just starting to think about college), it's also a gentle nudge: a little preparation now can make the road ahead feel a lot more manageable later.

Congratulations to Will, Caroline, and Catherine—and to all the families celebrating graduations of every kind this year.

On Monday, our team is pausing to honor the service members who gave their lives in service to our country, and to recog...
05/22/2026

On Monday, our team is pausing to honor the service members who gave their lives in service to our country, and to recognize the families and loved ones who continue to carry that loss forward.

Our office will be closed in observance.

To all the moms, stepmoms, grandmothers, and mother-figures in our community—Happy Mother's Day! From all of us on The C...
05/08/2026

To all the moms, stepmoms, grandmothers, and mother-figures in our community—Happy Mother's Day! From all of us on The Citrus Group, we're wishing you a day filled with appreciation, time with the people you love, and a well-deserved moment to recharge.

In honor of Mother's Day, we're sharing some throwback photos of our team—because moms have been making magic behind the scenes since day one. Can you guess who's who?

This fall has been a special one for our team as both Dan Murphy and Herb Means dropped their children off at college. T...
09/18/2025

This fall has been a special one for our team as both Dan Murphy and Herb Means dropped their children off at college. These moments are filled with excitement, pride, and the start of new chapters—for students and their parents.

They're also a powerful reminder of the importance of college financial planning. Preparing early helps families manage the rising costs of education while allowing them to focus on what truly matters: celebrating milestones and embracing the joy of new beginnings.

https://advisor.morganstanley.com/the-citrus-group

Labor Day is a reminder of the power of hard work and dedication. As part of a dedicated financial advisory team, we are...
08/29/2025

Labor Day is a reminder of the power of hard work and dedication. As part of a dedicated financial advisory team, we are proud to support our clients in achieving their financial dreams. Here's to a relaxing and rewarding Labor Day weekend!

A complete wealth strategy consists of more than investments. Risk management can play a role in achieving your goals as...
05/11/2023

A complete wealth strategy consists of more than investments. Risk management can play a role in achieving your goals as well.

Whether you choose to avoid risk, accept it, transfer or self-insure against it, everyone should have a plan that, based upon their unique goals, is adequate, appropriate and cost effective.

Regardless of whether you have existing plans in place or you are interested in how to better achieve your goals, a review of your risk management plan can create the confidence in knowing that you have the information you need to make the right decisions about pursuing your goals.

The review will consider:
• If your existing coverage makes sense for your current needs.
• If your ownership and beneficiary designations align with your legacy strategy.
• If you are receiving the proper value for your strategy.
Please contact us for an introductory discussion to see how our team can help you.

The Citrus Group at Morgan Stanley is proud to have been named one of Forbes Best-In-State Wealth Management Teams for 2...
02/08/2023

The Citrus Group at Morgan Stanley is proud to have been named one of Forbes Best-In-State Wealth Management Teams for 2023. It’s an honor to be recognized among this group of outstanding professionals who consistently work to raise the standards in our industry. https://bit.ly/3I8MNkL

[Source: Forbes (Awarded Jan 2023). Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22. https://mgstn.ly/3wb7pSG ]

Wishing everyone a happy and healthy New Year!
12/31/2022

Wishing everyone a happy and healthy New Year!

Hope you have a wonderful Fourth of July full of fun and fireworks!
07/04/2022

Hope you have a wonderful Fourth of July full of fun and fireworks!

Fun fact: Each of the faces on Mount Rushmore are 60 feet high. Happy Presidents' Day!
02/21/2022

Fun fact: Each of the faces on Mount Rushmore are 60 feet high. Happy Presidents' Day!

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201 E Pine Street, Suite 1100
Orlando, FL
32801

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