Story and Services

The Canning-Bergendahl Group is a multigenerational wealth management practice backed by the strength and vast resources of Morgan Stanley. We have been very fortunate to work with multiple generations of our clients' families over the years. We help clients achieve success in all aspects of their financial lives with a customized and personal plan based on an in-depth knowledge of their goals and aspirations.
Services Include
  • Wealth Management1
  • Asset Management2
  • Cash Management3
  • Financial Planning4
  • Professional Portfolio Management5
  • Retirement Planning6
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

125 Eugene O'Neill Drive
Suite 100
New London, CT 06320
US
Direct:
(860) 444-9300(860) 444-9300
Fax:
(860) 444-9315(860) 444-9315

Meet The Canning-Bergendahl Group

Photo of Melissa Derrick

Melissa Derrick

Client Service Associate

About Me

Bill has been in the securities industry since 1971. Over the years, Bill has had the privilege of working with families through multiple generations. Bill joined Morgan Stanley in 2008 as a Senior Vice President after 36 years at Merrill Lynch as a Senior Vice President, Financial Advisor. Bill has a BA in History from Trinity College and an MBA from UCONN. Bill and his wife Suzie live in Mystic CT. Bill is an accomplished competitive sailor, alpine skier and enjoys outdoor sports.
Securities Agent: TX, CT, WY, WV, WA, VT, VA, TN, SC, RI, PA, OR, OH, NY, NV, NJ, NH, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, IN, IL, HI, GA, FL, DC, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 177771

About Me

Securities Agent: TX, CT, WY, WV, WI, WA, VT, VA, UT, TN, SD, SC, RI, PR, PA, OR, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, IN, IL, HI, GA, FL, DC, CO, CA, AZ, AR; General Securities Representative; BM/Supervisor; Investment Advisor Representative
NMLS#: 177766

About Me

Pete began his career as a mutual fund inside wholesaler at Putnam Investments in 2005 after graduating from Trinity College with a BA in Economics. Pete’s focus is Fixed Income Strategy and Fund Analysis. Pete earned the Certified Financial Planner designation in 2013. Pete lives in Mystic CT.
Securities Agent: TX, CT, WY, WV, WA, VT, VA, TN, SC, RI, PA, OR, OH, NY, NV, NJ, NH, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, IN, IL, HI, GA, FL, DC, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 177797

About Me

Will began his career upon graduating Trinity College, Hartford CT, in 2002 with a BA in Economics. Will’s focus is on Financial Planning and developing investment strategies for families to meet their goals. In 2013, Will earned the Chartered Financial Analyst designation, after several years of diligent study and hard work. As a CFA Charterholder, Will is committed to the highest standards of ethics and professionalism in the financial industry. Will, his wife Tracy, and their four children live in Stonington CT. Will is an avid alpine skier, sailor, and outdoor enthusiast.
Securities Agent: CT, WY, WV, WA, VT, VA, TX, TN, SC, RI, PA, OR, OH, NY, NV, NJ, NH, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, IN, IL, HI, GA, FL, DC, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1472950

About Me

Gail is a 30 year industry veteran and is the senior member of the Canning Bergendahl Group administrative team. She has worked with Bill Canning since 1992. Gail has many industry credentials, including the Series 7 General Securities License and is registered in over 30 states. She manages all operational responsibilities for the team and works closely with clients to address all financial requests.
Gail has an in-depth knowledge of all account operations, products, trading and is a valuable resource for client needs. She has formed relationships with clients over many years due to her commitment to excellence and providing outstanding client service. Gail is a native of Connecticut and currently lives in Waterford.

About Me

Melissa joined the Canning Bergendahl Group in 2017. Her diverse professional background allows her to focus on providing excellent service to our clients. She is a graduate of URI and lives in North Stonington, CT with her husband and daughter.
Investment and Market Perspectives

On the Markets

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
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

More from Morgan Stanley

Consolidate Your Cash at a Competitive Rate

Consolidate Your Cash at a Competitive Rate

2.30% APY with Preferred Savings for New Money deposited through your eligible Morgan Stanley brokerage account. Contact me to learn more or click here. Terms apply.
Learn more about Consolidate Your Cash at a Competitive Rate
Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact The Canning-Bergendahl Group today.
Market Information Delayed 20 Minutes
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

1Morgan 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.

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 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

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.

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 suitable 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.

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 suitable 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”) 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.


CRC 2019752 10/2018