The Focus Group

At the Focus Group, many of our clients are self-made and goal-oriented. They have a strong desire for financial independence, or have already achieved that plateau and would like to secure and maintain a certain standard of living and preserve their wealth for their loved ones.

Together, we and our clients will:

1. Develop a Personal Lifestyle Plan to address income concerns and financial security.

2. Implement our Purposeful Investing Strategy by focusing on their unique situation and life plans.


Our Mission

Our objective is to thoroughly understand your investment needs, financial goals, and life aspirations. We hope to give more than just investment advice and to become not only your advisors but trusted friends, who guide in decision making. We believe in the value of long-term relationships, which are priceless. Even more, we look forward to years of addressing your financial needs and helping you achieve your lifetime goals.
Services Include
  • Corporate Bonds1
  • Estate Planning Strategies2
  • Executive Financial Services3
  • Professional Portfolio Management4
  • Qualified Retirement Plans5
  • Trust Services*
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

A Comprehensive View of Your Financial Life

As a Morgan Stanley client, you can view your accounts from other financial institutions on any device, with Morgan Stanley Online or by using the Morgan Stanley Mobile App. With full visibility of your assets and liabilities all in one place, we can obtain a comprehensive view of your total wealth to help you track your goals or start planning for your future.








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Morgan Stanley's Reserved Living & Giving Program

Reserved Living & Giving is a complimentary loyalty program, with over 50 offers and discounts from premier brands, designed to enhance your lifestyle beyond traditional wealth management services. The program provides access to exclusive partner offers, insights from Morgan Stanley thought leaders and inspiring philanthropic stories.

Reserved clients can take advantage of a wide range of offers, including:

- Travel and cultural experiences from best-in-class planners

- Special pricing from iconic beauty, retail and automotive brands

- The latest fashion, wine and sweets from select emerging brands

Whether you'd like to get behind the wheel of your dream car, enjoy the perfect wine pairing with every meal, or choose a thoughtful gift, you'll find unique opportunities with Reserved Living & Giving. Best of all, you can share the shopping treasures, travel adventures and simple pleasures with your family.

Ask us how you and your family can begin to take advantage of these wonderful offers.

Click the link below for more information:

    Location

    8889 Pelican Bay Blvd
    Ste 300
    Naples, FL 34108
    US
    Direct:
    (239) 592-1000(239) 592-1000

    Meet The Focus Group

    About Me

    Securities Agent: FL, WV, VA, TX, SC, RI, PA, OH, NY, NJ, NC, MO, MN, MI, MD, IL, IA, GA, DE, CT, CO, CA; General Securities Representative; Investment Advisor Representative
    NMLS#: 1295635

    About Me

    Securities Agent: FL, WV, VA, TX, RI, PA, OH, NY, NJ, NC, MO, MN, MI, MD, MA, KS, IL, GA, DE, CT, CO, CA; General Securities Representative; BM/Supervisor; Investment Advisor Representative
    NMLS#: 911668

    About Me

    Securities Agent: TX, FL, WV, VA, SC, RI, PA, OH, NY, NJ, NC, MO, MN, MI, IL, GA, DE, CT, CO, CA; General Securities Representative; Investment Advisor Representative
    NMLS#: 434214

    About Me

    Ashlee is The Focus Group’s Client Service Associate. She is responsible for handling the team’s administrative duties and daily operational client requests.

    Ashlee has been a stand out to her peers and management for her professionalism and the level of service she has consistently demonstrated after starting her career in retail banking in 2012 and joining Morgan Stanley in 2015. We hope you agree that the recognition and awards she has received for excellent Customer Service and Leadership are well deserved as she continually strives to provide every client with a Five-Star level of service and attention
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    Reserved | Living & Giving

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    Learn more about Reserved | Living & Giving
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    Access Morgan Stanley Online

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    Ready to start a conversation? Contact The Focus Group today.
    1Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

    2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    3Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

    5Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

    The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

    Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

    The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


    CRC 2019752 10/2018