About Newell F. Bentley III
Newell F. Bentley III, CFP® is Senior Vice President in Wealth Management, Financial Advisor, and Senior Portfolio Management Director at The Bentley Wilson Group at Morgan Stanley, located in Chicago, Illinois. He is dedicated to delivering personalized, thoughtful financial planning and comprehensive wealth management solutions tailored to executives, associations, and business owners. He places a strong emphasis on building long-term client relationships amid today’s complex financial landscape.
Before his tenure at Morgan Stanley, Newell spent seventeen years at Johnson Controls, Inc., serving as a mechanical engineer and program manager—an experience that continues to inform his disciplined, analytical approach to advising. His entrepreneurial background is highlighted by founding and operating a residential real estate and property management business in metro Detroit, which enriches his appreciation for the challenges and dynamics of small business ownership.
Newell holds a Bachelor of Science in Mechanical Engineering from Kettering University, followed by an MBA with a finance concentration from Walsh College. He subsequently earned the Certified Financial Planner® designation, further solidifying his professional credentials in wealth management.
Beyond his professional work, Newell is actively engaged in leadership and community service: he serves as Vice President of the Chicago Chapter of the Private Directors Association (as of January 2025), has been a board member of the Small Business Advocacy Council (SBAC) in Illinois since January 2023, has served as President of the Delta Chi Chicago Area Alumni Chapter since March 2019, and was appointed Chair of the Deerfield–Bannockburn–Riverwoods Chamber of Commerce for 2026.
He resides in Deerfield, Illinois with his wife and two children. In addition to his professional commitments, Newell contributes as a youth sports coach and nonprofit board member, reflecting his dedication to community enrichment.
Newell is licensed as a Securities Agent and Investment Advisor Representative across multiple states and holds NMLS® number 1446183.
Securities Agent: UT, DC, SC, VT, WY, OK, KS, MO, MD, WV, WI, WA, VA, TX, TN, RI, PA, OR, OH, NY, NV, NJ, ND, NC, MS, MN, MI, ME, MA, LA, KY, IN, IL, IA, HI, GA, FL, DE, CT, CO, CA, AZ, AR, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1446183