Bernard P Schofield, CIMA®
Senior Vice President,
Financial Advisor,
Senior Investment Management Consultant,
Alternative Investments Director,
Portfolio Manager
Direct:
(702) 792-2046(702) 792-2046
Toll-Free:
(800) 247-2265(800) 247-2265
My Mission Statement
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Securities Agent: AZ, WI, TX, HI, KS, MO, MA, GA, DC, WY, OR, OH, NY, ID, UT, NV, NH, IA, NM, MT, IL, CA, OK, VA, NJ, FL, WA, SC, PA, NC, MD, CO; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1279350
CA Insurance License #: #0F41188
NMLS#: 1279350
CA Insurance License #: #0F41188
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About Me
Bernard P. Schofield brings his educational background and credentials together with over thirty-five years of experience in the financial services industry to provide thoughtful, personalized solutions to the families and institutions with whom he works. Bernie and his team of service oriented, highly qualified professionals work together to provide a highly integrated, first-class experience that addresses their ongoing commitment to all aspects of the client experience.
Bernie spent the early part of his life growing up in the Chicagoland area. He went to Southern Illinois University where obtained degrees in both Accounting and Finance. Upon successfully passing the Certified Public Accountant (CPA) exam right out of college, he began his career as a public accountant. After many years of industry practice that ranged from auditor to accounting manager, Bernie decided to take this in-depth industry experience and use it to pursue the career he had always wanted. Bernie has been with Morgan Stanley since 1994, via Smith Barney, and he is dedicated to ongoing excellence. This commitment was exhibited in his attendance at the Wharton School at the University of Pennsylvania where he earned the designation of Certified Investment Management Analyst (CIMA), a designation he has maintained since 2005.
Bernie and The Three Corners Group take a comprehensive approach to wealth management. Regardless of the complexity of your estate, business or foundation, he has the resources to effectively address individual needs and circumstances with customized solutions. Bernie and his team target all aspects of wealth management to make their client’s lives simpler and more efficient. Next to one’s health, nothing is more personal than an individual’s financial well-being. Bernie deeply respects that special trust that is afforded him.
Bernie is married to his beautiful wife Tracy and they are the proud parents of four thriving young adults. He enjoys all aspects of healthful living from regular workouts to healthy eating. Besides spending time with their family, Bernie and Tracy love to travel and are thoroughly enjoying the pursuit of their bucket list.
Bernie spent the early part of his life growing up in the Chicagoland area. He went to Southern Illinois University where obtained degrees in both Accounting and Finance. Upon successfully passing the Certified Public Accountant (CPA) exam right out of college, he began his career as a public accountant. After many years of industry practice that ranged from auditor to accounting manager, Bernie decided to take this in-depth industry experience and use it to pursue the career he had always wanted. Bernie has been with Morgan Stanley since 1994, via Smith Barney, and he is dedicated to ongoing excellence. This commitment was exhibited in his attendance at the Wharton School at the University of Pennsylvania where he earned the designation of Certified Investment Management Analyst (CIMA), a designation he has maintained since 2005.
Bernie and The Three Corners Group take a comprehensive approach to wealth management. Regardless of the complexity of your estate, business or foundation, he has the resources to effectively address individual needs and circumstances with customized solutions. Bernie and his team target all aspects of wealth management to make their client’s lives simpler and more efficient. Next to one’s health, nothing is more personal than an individual’s financial well-being. Bernie deeply respects that special trust that is afforded him.
Bernie is married to his beautiful wife Tracy and they are the proud parents of four thriving young adults. He enjoys all aspects of healthful living from regular workouts to healthy eating. Besides spending time with their family, Bernie and Tracy love to travel and are thoroughly enjoying the pursuit of their bucket list.
Client Service Team
Jamie Hollister, Senior Registered Associate
Phone:
(702) 792-2032(702) 792-2032
Email:Jamie.Hollister@morganstanley.com
Jamie Hollister is a Senior Registered Associate with The Three Corner Group at Morgan Stanley. Jamie’s sole focus is to ensure that the client experience is exceptional. Jamie’s duties cover a broad spectrum from the onboarding process to the investment plan implementation to the day to day administrative and operational needs of her clients. She is also the team’s chief technology officer helping clients take advantage of the powerful platform that Morgan Stanley provides. Her client’s find that her extensive experience and dedication to client service make the day to day management of their financial world as effortless and seamless as possible.
Jamie began her career in the financial services industry in 2000 with Morgan Stanley. She is a dedicated professional and maintains the following licenses: General Securities Representative (Series 7), Uniform Securities Agent State Law (Series 63). She is also Life insurance licensed.
Originally from Phoenix, Az., Jamie along with her husband Ryan have lived in Las Vegas for over 30 years. Together they have 2 children, 1 rescue cat and dog. In her spare time, she enjoys cooking, hiking, reading and chauffeuring her two children to their many activities.
Jamie began her career in the financial services industry in 2000 with Morgan Stanley. She is a dedicated professional and maintains the following licenses: General Securities Representative (Series 7), Uniform Securities Agent State Law (Series 63). She is also Life insurance licensed.
Originally from Phoenix, Az., Jamie along with her husband Ryan have lived in Las Vegas for over 30 years. Together they have 2 children, 1 rescue cat and dog. In her spare time, she enjoys cooking, hiking, reading and chauffeuring her two children to their many activities.
Location
8548 Rozita Lee Ave
Ste 400
Las Vegas, NV 89113
US
Direct:
(702) 792-2046(702) 792-2046
Toll-Free:
(800) 247-2265(800) 247-2265
Fax:
(702) 369-3434(702) 369-3434
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Bernard P Schofield today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan 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.
4Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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. 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.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
6Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
7Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
8Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan 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.
4Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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. 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.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
6Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
7Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
8Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
