Newell F. Bentley

About Newell F. Bentley

In a rapidly evolving financial landscape, with a vast array of investment options, providing personalized advice is more crucial than ever. My focus centers on utilizing thoughtful financial planning, and developing holistic wealth management strategies, for successful executives, associations, and business owners. My client’s confidence in the face of an ever more volatile world brings me immense pride and satisfaction. Establishing long-term client relationships, and watching financial aspirations become reality, only re-enforces this. Prior to joining Morgan Stanley, I spent seventeen years at Johnson Controls, Inc, holding roles as a mechanical engineer and program manager. These experiences have granted me a unique perspective that influences and systematizes my decision-making process. While at Johnson Controls, I ventured into the world of entrepreneurship by creating a residential real estate and property management company in metro Detroit. This firsthand experience instilled a deeper understanding of the challenges and rewards of operating a business, elucidating the same for my owner/operator clients. I graduated Kettering University with a BS in Mechanical Engineering and followed that with an MBA – with a finance concentration – from Walsh College. After joining Morgan Stanley, I obtained my Certified Financial Planner® designation, which further forged my capabilities in developing practical applications for the organizations and individuals I work with every day. In my personal life, I reside in Deerfield, Illinois, with my wife and two children. I enjoy giving back to the community by volunteering as a coach for youth sports in Deerfield, and as a board member for local nonprofit organizations. When you are seeking financial advice, from an advisor with diverse educational and professional experiences, and genuine dedication to your financial success, I am here to work with you. NMLS# 14•••83

Experience

1. Senior Vice President, Financial Advisor

   Morgan Stanley

   Aug 2015 — Present · Chicago, IL, US

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Education

• Detroit Catholic Central

  High School Diploma, High School/Secondary Diplomas and Certificates

  1993 — 1997

• Schoolcraft College

  Certificate, Massage Therapy

  2005 — 2006

• Walsh College

  MBA, Finance

  2006 — 2008

• Kettering University

  BSME, Automotive

  1997 — 2001