Happy International Women's day to strong, intelligent, talented and simply wonderful women! We celebrate the women of the Pelican Bay Group at Morgan Stanley and all women today.
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Morgan Stanley clients with eligible brokerage accounts can earn 4.00% APY through deposits into our Preferred Savings Program for qualifying cash. Learn more and get in touch to take advantage of this great rate. https://t.co/lrgNu93gUb
Our team is proud to host a private conference call for clients & friends w/ Lisa Shalett, Chief Investment Officer & Head of Global Investment office for Morgan Stanley. Please see below to register! Jan. 23, 2023, 4:15pm EST
https://t.co/yqP8BCMeIu
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Our team is proud to host a private conference call for clients & friends w/ Lisa Shalett, Chief Investment Officer & Head of Global Investment office for Morgan Stanley. Please see below to register! Jan. 23, 2023, 4:15pm EST
https://t.co/yqP8BCMeIu
https://t.co/rcZzr7u9vt
Meet team member Heather Churchill; Family Wealth Director. She's focused her talents on the investment planning needs of our clients. She enjoys travel time on the water. She lives in Florida w/ her husband & daughter. To learn more: https://t.co/ovYCHz1NOx #Pelicanbaygroup
Meet Chris Reynolds; Wealth Advisor Associate. His focus is creating financial plans for clients. Chris earned his Electrical Engineering degree from Alfred University. He lives in Pittsford NY with his wife Susan and two children. https://t.co/ovYCHz1NOx
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Meet team member Sara Hemmings a global sports & entertainment assoc. Sara was a captain on a Division 1 women's basketball team at Colorado State. Sara lives in Colorado with her two lovely children.
To learn more, see our website. https://t.co/ovYCHz1NOx
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Meet Daniel Kapple. He works closely to identify what matters most to clients. He graduated Summa Cum Laude from Oklahoma University w/ B.S.B degrees in Economics & Finance. He lives in Orlando with his wife daughter.
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Meet one of our newest team members Aunjene Scherrer. She started her career w/ our team in 2021 & works w/ our advisors in CO & WY. She brings a strong focus to detail, & a friendly approach to service. She enjoys hiking & reading. https://t.co/ovYCHz1NOx
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Meet team member Sam McCormick. He's a graduate of University of Maryland. He creates tailored strategies to help clients achieve their complex unique financial goals. On weekends playing tennis and basketball. To learn more see; https://t.co/ovYCHz1NOx
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Meet team member Jeanette Cox. She works w/clients domestically & internationally w/ a keen interest in helping the next generation understand their financial needs & goals. She & her husband enjoy family time, w/ their 3 children. https://t.co/ovYCHz1NOx
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Meet team member Steve Miller. He's served high net worth investors over 36 years. His breadth of knowledge allows him to provide exceptional service to clients. He & his wife live in Florida & enjoy baseball. To learn more, see https://t.co/ovYCHz1NOx
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Meet Pelican Bay Group at Morgan Stanley team member Adam Goble. He helps align client portfolios w/ their goals & objectives. He served 2 combat tours in Iraq & Afghanistan & lives in Windsor, CO w/ his family. To learn more, see https://t.co/ovYCHz1NOx
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Meet team member Shelley Ford. She created the Executive Women's Network of CO that helps women develop a greater understanding of the financial options available to them. She lives in Denver w her husband & two children. To learn more, https://t.co/ovYCHz1NOx #Pelicanbaygroup
Meet team member Brandon Sumner. He's educates our team on digital practices & enhances overall digital engagement for clients & team. He participates in our overall business development & marketing. He enjoys sports. To learn more; https://t.co/ovYCHziQQx #Pelicanbaygroup
Congrats to Pelican Bay Group team member Emily Bender on achieving the "Top Next-Gen Wealth Advisors Best-In-State list 2022"!! May today's success be the beginning of tomorrow's achievements.
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Meet Jeffrey Praino. He strives to lead clients through life's transitions & bridge the gap between financial challenges & aspirations. He takes pride in working w/ clients to support their financial & life goals. To learn more https://t.co/ovYCHziQQx #Pelicanbaygroup
Meet team member Suzanne Moreis. She began her career in 1987. Sue is a Sr. Registered Associate & works w/ our advisors in NY. Sue loves to craft, read, & travel. She lives in her home town of Attica, NY. To learn more https://t.co/ovYCHziQQx
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Meet team member Nico. He works w/our team in New York. He's a Registered Associate. Nico is an avid NY sports fan & enjoys spending free time w/ friends & family. To learn more, see our website. https://t.co/ovYCHziQQx
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Meet team member Jeanine. She works from Boca Raton, FL. She is active in her community and served as mentor for Junior Achievement's JA Fellows program. To learn more about us, see our website. https://t.co/ovYCHz1fYZ
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