Paul Bendersky believes that wealth management goes beyond picking securities or creating a financial plan. As a Financial Advisor, Portfolio Management Director and Insurance Planning Director, Paul and his team place an emphasis on helping clients work towards their financial independence to achieve both their short and long-term goals in life.
Drawing on over 20 years of experience, Paul provides a personalized approach to wealth management that is shaped around the importance of financial planning. This process is bolstered with a goals based, solutions driven philosophy leveraged by the global resources of Morgan Stanley.
A native of Argentina, Paul spent the first 19 years of his life growing up in an economy that suffered through severe hyperinflation, an upbringing that taught him the importance of understanding purchasing power risk and the need to properly invest financial assets based on one’s life goals. Paul graduated from Dominican University with his B.A. in International Business. He then spent nearly 10 years as a Floor Trader at the Chicago Board of Trade (CBOT) before becoming a Financial Advisor in 2000 and then joining Morgan Stanley in 2004.
Paul currently resides in Elmwood Park, Illinois with his wife, Christy and their two children. Outside of the office, Paul and his wife volunteer at their kids’ former school, Trinity High School, serving on the Board of Directors. In his spare time, Paul loves traveling with his family, having visited 22 countries so far.
Services Include
- Wealth Management
- Financial Planning
- Alternative Investments
- Estate Planning Strategies
- Institutional Services
- Asset Management
- Retirement Planning
- Sustainable Investing
- Planning for Education Funding
- Long Term Care Insurance
- Philanthropic Management
- Business Planning
- 529 Plans
- Annuities
- 401(k) Rollovers
- Cash Management and Lending ProductsFootnote14
- Life Insurance
- Professional Portfolio Management
Securities Agent: IN, AZ, VA, OR, WI, NV, DE, MI, MA, KY, TX, PA, NC, DC, WA, IL, SC, MN, AR, CO, UT, OH, GA, CA, TN, NJ, NH, NY, MO, ME, LA, ID, FL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1261915
CA Insurance License #: 0D63038