The Citrus Group at Morgan Stanley

The Citrus Group at Morgan Stanley Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from The Citrus Group at Morgan Stanley, Financial service, 201 E Pine Street, Suite 1100, Orlando, FL.

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.

Happy Father's Day from our team!We're grateful for the dads and father figures who showed up, supported us, and taught ...
06/19/2026

Happy Father's Day from our team!

We're grateful for the dads and father figures who showed up, supported us, and taught us lessons we still carry today. Sharing some team throwbacks in their honor—wishing you a day filled with appreciation and time well spent.

Our team is excited to officially welcome Lauren Hart back to The Citrus Group! Lauren is joining The Citrus Group as a ...
06/12/2026

Our team is excited to officially welcome Lauren Hart back to The Citrus Group! Lauren is joining The Citrus Group as a Client Service Associate. Lauren graduated from the University of Central Florida in May 2026 with a BSBA in Finance, and she first joined us as an intern in June 2025. Originally from Michigan, she enjoys spending time with family and traveling. We're thrilled to have her on the team and looking forward to all she'll contribute for our clients.

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.

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201 E Pine Street, Suite 1100
Orlando, FL
32801

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