Charlie Bennett, CRPC®, CPWA®
Senior Vice President, Financial Advisor
Phone:
(316) 383-8311(316) 383-8311
BHG Group at Morgan Stanley
Our Mission Statement
Providing white glove service, offering personalized financial solutions and guidance to help our clients achieve their financial goals.
ABOUT BHG GROUP
BHG Group at Morgan Stanley was built to deliver a consistent, team-based client experience—pairing thoughtful advice with the resources of a premier global wealth management firm. Charlie Bennett, CRPC®, CPWA® (Senior Vice President, Financial Advisor) brings a long-standing focus on helping individuals, qualified investors, and nonprofit organizations—including endowments and foundations—clarify objectives and implement appropriate strategies, including options-based approaches where suitable. Brandon Haag, CFP® (Senior Vice President, Financial Advisor) leads the team’s investment selection and discretionary portfolio management, helping clients stay aligned with long-term goals while also supporting multiple corporate retirement plans. Taylor Gilmore, CFP®, QPFC (Senior Vice President, Financial Advisor) complements the team with comprehensive wealth and financial planning for executives and business owners—particularly around concentrated stock positions and significant transition events such as retirement, inheritance, or the sale of a business—while coordinating with outside attorneys, accountants, and other professional advisors to support integrated financial and legacy plans.
Our mission is simple: provide white-glove service through personalized financial solutions and guidance designed to help clients pursue their goals with clarity and confidence. The team offers a full spectrum of capabilities, including financial planning, professional portfolio management and discretionary investment management, alternative investments, and tax-aware strategies, along with wealth management support for business planning and business succession planning. Through Morgan Stanley, clients may also access cash management, credit and lending solutions, and banking convenience—helping to streamline day-to-day finances alongside long-term planning. Supported by a dedicated client service team—Kathy Dixon and Connie Haller, Wealth Management Associates, and Jessica Rein, Client Relationship Analyst—BHG Group emphasizes responsiveness, specialized support, and an efficient onboarding process designed to help clients take advantage of the platform’s capabilities as seamlessly as possible.
Our mission is simple: provide white-glove service through personalized financial solutions and guidance designed to help clients pursue their goals with clarity and confidence. The team offers a full spectrum of capabilities, including financial planning, professional portfolio management and discretionary investment management, alternative investments, and tax-aware strategies, along with wealth management support for business planning and business succession planning. Through Morgan Stanley, clients may also access cash management, credit and lending solutions, and banking convenience—helping to streamline day-to-day finances alongside long-term planning. Supported by a dedicated client service team—Kathy Dixon and Connie Haller, Wealth Management Associates, and Jessica Rein, Client Relationship Analyst—BHG Group emphasizes responsiveness, specialized support, and an efficient onboarding process designed to help clients take advantage of the platform’s capabilities as seamlessly as possible.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Setting Your Foundation With A Financial Plan
BHG Group's process begins with you, your investment objectives and your financial goals. Holistic in its approach, it may encompass all the elements of your financial life, making sure they align with your goals and wealth management plan.
The following resources below will introduce you to a few of the tools that the team uses. Please click to learn more about topics impacting your wealth.
LifeView - Intelligent Planning
LifeView is a suite of planning tools that includes goal-specific analysis that the team can use with their clients to create a realistic, integrated strategy that incorporates the various aspects of an individual's financial life, including investments and cash management needs.
Goals Planning System
Goals Planning System (GPS) is Morgan Stanley's own integrated planning tool. Built on the Firm's intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is "On Track" to achieving their financial goals.
Spending and Budgeting Tool
One way to manage savings is by using Morgan Stanley's Spending and Budgeting Tool. This tool helps advisors monitor cash flows across both internal and external accounts. It also tracks spending patterns and produces an income and expense analysis to help clients achieve their goals by adjusting their spending behaviors when necessary.
Retirement Planning
It's important to determine how much money you may need to save for a comfortable retirement. Here are five common myths about retirement planning.
Strategy - Intelligent Withdrawals
Building wealth is a means to an end. Taxes can eat up a significant portion of your assets upon withdrawal. This is why it is vital to look at your entire portfolio and coordinate liquidation to help reduce the impact of taxes and potentially improve investment results.
ADDRESSING WHAT MATTERS
As a high net-worth client, your situation is unique. The distinction of your wealth management needs lies within the complexity of your circumstances combined with your goals. With the tools and resources of Morgan Stanley's broader firm, we can provide the comprehensive guidance that is necessary for a high net-worth family.
Family Office Resources Overview
When it comes to providing institutional-level support for your family office, scale matters. Our offering aims to bring together specialized investment services and operational support to enhance your life and legacy.
Estate Planning Strategies
We can work with you to explore factors that are relevant to existing or future estate structures. We will discuss different tax and estate planning strategies and collaborate with your external tax and legal advisors.
Wealth Management Strategies
For nearly a century, Morgan Stanley has been a global leader in financial services. And now with E*TRADE from Morgan Stanley, you get the convenience of investing on your own along with the knowledge and insights of a trusted partner.
Tax Management Services
Reducing the current tax liabilities on your investments can help enhance your overall returns. Implementing our Tax Management Services in a taxable managed investment portfolio, known as a Unified Managed Account (UMA), seeks to offer you professional and tax efficient portfolio management to help meet your unique financial goals.
CASH MANAGEMENT AND LENDING
Morgan Stanley helps you make the most of your cash while keeping your goals in focus. From managing liquidity to exploring lending solutions, we offer flexible strategies designed to support your evolving financial needs – whatever they may be.
Cash Management and Lending Solutions
At Morgan Stanley, we offer unique cash management and lending solutions to complement your investments and help simplify your finances.
Beyond Basic Borrowing
Most people borrow during the course of their lives. But it's important to be as strategic about borrowing as you are with the other areas of your financial life.
Morgan Stanley CashPlus Brokerage Account
Designed as a modern alternative to banking with the capabilities to help you access, move, and manage cash when you need it while enjoying exclusive benefits.
Helping a Loved One Buy a Home
High home prices and mortgage rates are putting the dream of homeownership out of reach for many would-be buyers. Learn how you can help a loved one break into a tough market.
Preferred Certificates of Deposit (CDs)
Once you open a Morgan Stanley Brokerage Account, you can potentially grow your wealth with our competitive fixed rate Preferred Certificates of Deposit (CDs) offerings.
Preferred Savings Program
Once you open a Morgan Stanley Brokerage Account, you can make the most of your idle cash with our competitive Preferred Savings Program.
MODERN WEALTH TOOLS & RESOURCES
Morgan Stanley's comprehensive suite of digital resources has been carefully designed to help enhance each and every aspect of your financial portfolio and life. Learn more about some of the Modern Wealth Management Tools that we offer to our valued clients.
Morgan Stanley Online
Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorizations.
Total Wealth View
View all your external financial accounts directly in Morgan Stanley Online or the mobile app. By linking your accounts, you'll benefit from more informed wealth planning, secure data access and convenient connectivity.
Digital Vault
Digital Vault allows for easy sharing and convenient access to your most important documents from wills and deeds to financial statements and tax fillings. Easily manage your encrypted financial records all in one place.
MS Reserved
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Cyber Security Resources
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
GIC On the Markets
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
2026 Federal Tax Tables
This document outlines the 2026 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information.
Location
1617 N Waterfront Pkwy
Ste 200
Wichita, KS 67206
US
Direct:
(316) 383-8311(316) 383-8311
Meet BHG Group
Taylor Gilmore, CFP®
Senior Vice President, Financial Advisor
Phone:
(316) 383-8312(316) 383-8312
Brandon Haag, CFP®, QPFC
Senior Vice President, Financial Advisor
Phone:
(316) 383-8313(316) 383-8313
Kathy Dixon
Wealth Management Associate
Phone:
(316) 383-8321(316) 383-8321
Connie Haller
Wealth Management Associate
Phone:
(316) 383-8329(316) 383-8329
Jessica Rein
Client Relationship Analyst
Phone:
(316) 383-8327(316) 383-8327
About Me
Charlie began his career in 2003. His focus is working with individuals and foundations to help identify their objectives and recommend appropriate financial strategies. He also works with qualified investors and their financial needs. He earned a bachelor degree from Friends University.
Securities Agent: KS, AR, VA, NM, MD, AK, TN, NJ, MS, HI, DC, SC, IN, ID, UT, OK, NY, MN, ME, GA, PA, LA, IA, CO, SD, MT, MA, AZ, WV, WA, MO, AL, TX, OH, NV, NE, ND, MI, KY, IL, WI, OR, NC, FL, CT, CA; General Securities Representative; Investment Advisor Representative
About Me
Taylor has experience helping executives manage concentrated stock positions or deal with the challenges of important transition events like retirement, inheritance or the sale of a business, as well as providing access to trust and estate planning strategies and credit, lending and overall banking convenience. In addition, he can work with your outside attorneys, accountants and other professional advisors to help coordinate financial and legacy plans.
Securities Agent: TX, MD, IN, HI, AK, FL, CO, WV, WA, NJ, MS, KY, NY, IA, UT, TN, NC, GA, CT, ND, LA, CA, AZ, OK, MT, ID, AR, SD, NM, ME, KS, IL, WI, VA, PA, OR, OH, MO, MN, MI, MA, DC, AL, SC, NV, NE; General Securities Representative; Investment Advisor Representative
About Me
Brandon began his career in 1998. He primarily works with clients to develop long-term wealth management strategies. Additionally, Brandon leads our team with the identification and selection of appropriate investment opportunities. He earned a bachelor’s degree from the University of Kansas.
Securities Agent: TX, AR, OK, LA, CT, AK, WA, NJ, MN, HI, DC, OR, KS, ID, WI, PA, NV, NE, MO, ME, VA, MD, IN, IL, CO, AL, MT, UT, SC, NY, ND, IA, GA, FL, WV, SD, CA, AZ, TN, OH, NM, NC, MS, MI, MA, KY; General Securities Representative; Investment Advisor Representative
Contact Charlie Bennett
Contact Taylor Gilmore
Contact Brandon Haag
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Iran Conflict: Seven Takeaways for Investors
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact BHG Group today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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.
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 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.
5Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
6Alternative 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.
7Morgan 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
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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.
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 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.
5Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
6Alternative 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.
7Morgan 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
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
