Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Management Director
Phone:
(312) 827-6606(312) 827-6606
The Bentley Wilson Group at Morgan Stanley
Direct:
(312) 827-6500(312) 827-6500
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
As your Financial Advisors, we 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 we can help you to preserve and grow your wealth. You’ll 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.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
CLIENT ENGAGEMENT
A fundamental component of our investment philosophy is our commitment to your empowerment and confidence in the work we do. We routinely publish market updates, highlighting macroeconomic news, geopolitics, key events, and macro trends giving you access to some of the most respected thought leadership and intellectual capital at Morgan Stanley. We keep our clients informed and engaged, a pillar in our service model.
We understand the financial and the personal often go hand-in-hand. We strive to develop a solid understanding of your financial and personal goals, and there is nothing we enjoy more than contributing to the achievement of key personal and familial milestones. Your well-being and comfort level matters to us, which is why we’re passionate about and committed to maintaining and nurturing deep and meaningful relationships with our clients.
We understand the financial and the personal often go hand-in-hand. We strive to develop a solid understanding of your financial and personal goals, and there is nothing we enjoy more than contributing to the achievement of key personal and familial milestones. Your well-being and comfort level matters to us, which is why we’re passionate about and committed to maintaining and nurturing deep and meaningful relationships with our clients.
THE PLANNING PROCESS
Together, we will establish an understanding of any familial goals, concerns and aspirations. We explore a range of topics that may be influential in planning for your financial future – educational expenses, your retirement vision, the longevity of your legacy, etc. From there, we devise a personalized strategy including appropriate asset classes based on stated goals, risk tolerance, personal values and preferences. As your priorities evolve and the marketplace changes, we will revise and adapt your strategy to help ensure it is always relevant to the market and your life.
DISCOVERY
Our process begins with an understanding of you and the things you care about most. We establish an understanding of your personal, professional, and financial goals and situation through discussion and a short questionnaire.
PLAN
Based on your goals and circumstances, we develop a detailed financial plan outlining where you are today and where you want to be. From there, we create an investment strategy or roadmap to help you get there as efficiently as possible.
EXECUTE
We employ a service model that prioritizes your best interests and level of comfort above all else. Execution includes leveraging a wide array of investment options to help ensure your portfolio is working efficiently and effectively to achieve your financial goals.
MONITOR & EVOLVE
We regularly surveil your investment plan and portfolio, making sure it is properly balanced and continues to reflect your goals and state of the market. Semi-annually to annually, we will review and discuss how your portfolio might need to evolve to account for and adapt to changes in your investment time horizon and ambitions.
FINANCIAL RESOURCES
At Morgan Stanley, our goal is to make complex financial concepts easier for our clients to comprehend. We strongly believe in equipping our clients with ample resources to keep them well-informed about the latest market trends, outlooks, and insights.
The links provided below offer in-depth analysis on intriguing topics that impact the finance and business realms.
The links provided below offer in-depth analysis on intriguing topics that impact the finance and business realms.
Thoughts on the Market
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Listen Here
Global Investment Committee on the Markets
A monthly publication that summarizes the Global Investment Committee’s market outlook and contains thought-provoking essays that examine the forces shaping the investment landscape. Check out this month's edition below.
Read: "GIC on the Markets"
Tax-Smart Strategies for Your Retirement
Smart tax planning can help you save more for retirement and keep more of what you’ve already saved. Consider these strategies to help you reduce your taxable income, generate tax-advantaged growth potential in your retirement accounts and keep more of what you’ve worked so hard to save.
Click here to learn more
GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income. Click the link below to read the full report.
Read: "GIC Weekly
AI and Cybersecurity
To help keep your data safe, review your current cybersecurity protection and make sure it follows best practices.
Click here to learn more
Tax 101: Reducing Your Income & Portfolio Tax
Achieving your investment goals isn’t just about maximizing returns. Minimizing the impact of taxation in your portfolio can also play a key role in helping you build wealth over the long run. As you review your income and portfolio, consider the steps in the document below to assist in minimizing taxes on your investments.
Read: "These Steps May Reduce Taxes on Your Income & Portfolio"Online Tools and Features Available To You
Morgan Stanley strives to ensure it serves clients on its technology platforms that are resilient, safe, efficient, and smart. As a part of our services, these resources are readily available to all of our clients. Learn more about each tool and feature to see how it can easily help you manage and secure your financial journey.
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.
Learn More About MSO
Total Wealth View
It’s hard to see the complete picture with only half the details. As a Morgan Stanley client, you can now conveniently view your accounts from other financial institutions on Morgan Stanley Online or by using the Morgan Stanley Mobile App, giving you a more complete financial picture.
Learn More About Total Wealth View
Online Security Center
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.
Learn More About Online Security
eDelivery
eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery to securely save, print, send, and receive documents at any time.
Enroll in eDelivery
Morgan Stanley Mobile App
Securely access your Morgan Stanley account from virtually anywhere. Simply download it on your mobile device and use your Morgan Stanley Online username and password to log in. From there you will have the resources of MSO on the go.
Discover More With Our Mobile App
Digital Vault
Digital Vault lets you easily and conveniently manage and share life’s most important documents, such as wills, deeds and estate plans, as well as financial statements and tax filings.
Watch Video on Digital Vault
Spending and Budgeting Tool
Track spending habits, categorize expenses and create budgets across your Morgan Stanley and external financial accounts. Our Spending and Budgeting Tool makes it easy for you and your Financial Advisor to see your complete financial picture.
Spending and Budgeting Tool
Portfolio Risk Platform
Portfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides a holistic view to better enable risk to be effectively monitored and managed.
Introducing the New Portfolio Risk PlatformRESOURCES TO HELP OUR CLIENTS PREPARE
Spending and Budgeting Tool
Morgan Stanley's Spending and Budgeting tool can help you understand your spending and find more ways to save.
Read More About Our Tool
Morgan Stanley Total Tax 365
A brochure providing a broad range of ideas to help you save on taxes and keep more of what you earn.
Click Here To ReadLocation
233 S Wacker Dr
Ste 8600
Chicago, IL 60606
US
Direct:
(312) 827-6500(312) 827-6500
Meet The Bentley Wilson Group
Phone:
(312) 827-6560(312) 827-6560
About Newell F. Bentley III
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 contentment 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.
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.
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
NMLS#: 1446183
About Graeme Wilson
With over a decade in financial markets, I joined Morgan Stanley to build my own wealth management team. Clients choose to work with me because I bring resolute simplicity to capital markets, tailoring solutions that bring the future in to focus.
The success of a financial advisor in our evolving economy requires striking the right balance between innovative solutions and traditional methods. My experience drives my idea generation and evaluation methods.
Many incredible lessons have been learned over the past decade – most of these lessons cannot be taught through anything but experience. Drawing on these lessons allows better analysis of any situation, and cater solutions to fit specific complex issues. Effective communication is the cornerstone of my business.
Open communication and transparency on both sides of the table will lead to the most consistent and comprehensive plan. Clients can expect clear goals and honest insight along the path to meeting those goals.
The success of a financial advisor in our evolving economy requires striking the right balance between innovative solutions and traditional methods. My experience drives my idea generation and evaluation methods.
Many incredible lessons have been learned over the past decade – most of these lessons cannot be taught through anything but experience. Drawing on these lessons allows better analysis of any situation, and cater solutions to fit specific complex issues. Effective communication is the cornerstone of my business.
Open communication and transparency on both sides of the table will lead to the most consistent and comprehensive plan. Clients can expect clear goals and honest insight along the path to meeting those goals.
Securities Agent: TX, KS, DE, WA, OK, ND, HI, AR, NV, DC, WY, WI, PA, GA, CA, VT, UT, OH, NC, MO, IN, IL, VA, SC, MA, FL, NY, MI, NJ, MN, ME, MD, CO, TN, RI, AZ, AK, WV, OR, KY; General Securities Representative; Investment Advisor Representative
NMLS#: 1479426
NMLS#: 1479426
Contact Newell F. Bentley III
Contact Graeme Wilson
Wealth Management
From Our Team
How to Handle Volatility
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
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
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
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
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact The Bentley Wilson Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
3Alternative 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.
4Morgan 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.
5Morgan 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.
6Morgan 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.
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
1Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
3Alternative 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.
4Morgan 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.
5Morgan 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.
6Morgan 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.
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)
