Bentley J. Harvey
First Vice President, Financial Advisor at The Trinity Group at Morgan Stanley
- Role
- Financial Advisor at Morgan Stanley
- Location
- New Orleans, LA, US
- LinkedIn followers
- 500 followers
About Bentley J. Harvey
I am a CERTIFIED FINANCIAL PLANNER® with over a decade’s worth of experience in the finance industry. Using a goals-based approach to wealth management, we work with our clients to help identify what is most important to each individual and their family. By leveraging the vast resources and capabilities of Morgan Stanley, our team is equipped to help provide valuable insight and feedback and will help guide you when it comes to making informed decisions regarding your finances. Prior to joining Morgan Stanley I spent time as a portfolio manager for Asset Planning Services, a local private investment firm, where I was responsible for implementing various investment strategies along with managing the day-to-day portfolio trading. Before that, I worked as a financial analyst at CommCare, a New Orleans-based healthcare company. We are committed to learning about your overall financial situation so that we can help present ideas and strategies that seek to be appropriate for you. While our top priority is to help you seek to grow and preserve your wealth over time, it is our sincere desire is to build a personal, lasting relationship with you and your family along the way. For more information about our practice and Morgan Stanley, please visit our website: https://advisor.morganstanley.com/the-trinity-group-10••••66
Experience
Financial Advisor
Apr 2017 — Present · Mandeville, LA
2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-wilson-harvey-group. The information or content is for US residents only and subject to the following disclosures: 223717
Education
Louisiana State University
Bachelor of Science
2005 — 2009
Skills
- Financial Analysis
- Finance
- Management
- Strategic Financial Planning
- Microsoft Office
- Cash Flow Statements
- Budgets
- Credit Analysis
- Loans
- Accounts Receivable
- Budget Setting
- Accounts Payable
- Banking
- Microsoft Excel
- Mortgage Banking
- General Ledger
- Credit
- Budget Monitoring
- Accounting
- Financial Planning
- Microsoft Word
- Loan Origination
- Bank Reconciliation
- Cash Management
- Mortgage Lending
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