Phone:
(860) 444-9302(860) 444-9302
The Canning-Bergendahl Group at Morgan Stanley
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
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 virtually all aspects of their financial lives with a customized and personal plan based on an in-depth knowledge of their goals and aspirations.
2025 Forbes Best-In-State Wealth Management Team
- Forbes Best-In-State Wealth Management Teams Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23-3/31/24.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
VALUABLE TOOLS AND RESOURCES
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Below are a few of the technologies we have to offer our clients. We have also included resources meant to transform complex financial analysis and research into concise and easily digestible content.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Register for Morgan Stanley Online Today
eDelivery
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
Enroll Today
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning and secure data access.
Morgan Stanley Mobile App
The Morgan Stanley Mobile App gives you the same capabilities as Morgan Stanley Online - all from the convenience of your own phone. It also offers features to simplify your everyday finances including mobile check deposit and Send Money with Zelle.
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Get Started Today
529 Education Savings Plans
529 plans offer a flexible, tax-advantaged way to invest for education expenses while helping to improve estate planning. Gain fiduciary oversight of your education funding strategy within the context of your broader portfolio through the exclusive Morgan Stanley National Advisory 529 Plan.
529 Plan Options at Morgan StanleyPlanning for your Goals
Regardless of what stage your life is in - moving ahead in your career, enjoying retirement, or somewhere in between - as your Financial Advisors, we can help you pursue your financial goals.
Using a suite of tools that includes goal-specific analysis, we can work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life, including your investments and cash management needs.
We can create your personal roadmap to help pursue and protect your goals — a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions.
Financial Planning
Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. We can help you create a wealth plan that's adaptable to the different stages of your life using our award winning tools- Goals Planning System (GPS) and LifeView.
Insured Solutions
As a leader in the distribution of insurance and annuities, our offerings include disability, long-term care and property & casualty insurance, as well as fixed, indexed and variable annuities. Morgan Stanley offers these products in conjunction with its licensed insurance agency affiliates.
Our Clients
We help people just like you, in various stages of life.
We understand that your unique circumstances require customized solutions. No problem: we’ll work with you individually to develop detailed wealth plans and thoughtful strategies.
We understand that your unique circumstances require customized solutions. No problem: we’ll work with you individually to develop detailed wealth plans and thoughtful strategies.
Our clients include:
- Business Owners (including family businesses)
- Corporate executives
- High net worth young investors
- Mid-career professionals and their families
- Nonprofit organizations
- Seniors near or in retirement
Location
12 Coogan Boulevard
Ste 201
Mystic, CT 06355
US
Direct:
(860) 444-9300(860) 444-9300
Fax:
(860) 444-9315(860) 444-9315
Meet The Canning-Bergendahl Group
Senior Vice President, Wealth Management, Financial Advisor, Chartered Financial Analyst
Phone:
(860) 444-9308(860) 444-9308
Gail DeMichiell
Vice President, Wealth Management Associate
Phone:
(860) 444-9310(860) 444-9310
Melissa Derrick
Client Service Associate
Phone:
(860) 444-9304(860) 444-9304
About Peter E Bergendahl
Peter E. Bergendahl started in the financial services industry in 1996. He is a graduate of the University of Colorado with a B.A. in Political Science in 1991 and a M.B.A. specializing in Finance in 1995. Peter began his financial career at Investors Bank & Trust in Boston MA. He then joined Merrill Lynch as a Financial Advisor in 1997, where he worked until 2008. While at Merrill Lynch he and Bill Canning partnered to form the Canning-Bergendahl Group in an effort to provide exceptional service and financial advice to clients. The Group then moved to Morgan Stanley in May 2008.
Peter obtained the Certified Financial Planner designation in 2005 and is currently an Executive Director and Portfolio Management Director. Peter enjoys boating, skiing and being outdoors with his family. He lives in Noank, CT with his wife Meg and 3 children.
Peter obtained the Certified Financial Planner designation in 2005 and is currently an Executive Director and Portfolio Management Director. Peter enjoys boating, skiing and being outdoors with his family. He lives in Noank, CT with his wife Meg and 3 children.
Securities Agent: VI, WI, IN, OR, OK, ID, AK, IA, WV, DE, NE, NC, MS, NV, WA, KY, KS, RI, SC, SD, VA, WY, TX, OH, UT, NY, ME, MN, MO, MD, ND, AL, NJ, NM, AZ, AR, CA, DC, CT, VT, TN, PR, PA, NH, MT, MI, MA, LA, IL, HI, GA, FL, CO; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 177766
NMLS#: 177766
About Will Canning
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: AK, WY, WV, WA, VT, VA, UT, TX, TN, SC, RI, PA, OR, OH, NY, NV, NJ, NH, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, HI, GA, FL, DC, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1472950
NMLS#: 1472950
About Gail DeMichiell
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.
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 Melissa Derrick
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.
Contact Peter E Bergendahl
Contact Will Canning
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Todd Vogel
Private Banker
Nikola Delic
Planning Associate
About Todd Vogel
Todd Vogel is a Private Banker serving Morgan Stanley Wealth Management offices in Massachusetts.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Todd began his career in financial services in 1997, and joined Morgan Stanley in 2016. Prior to joining the firm, he was a Wealth Management Banker at Merrill Lynch.
Todd is a graduate of Bates College, where he received a Bachelor of Arts in Political Science, and Clark University, where he received his Master of Business Administration. He lives in Newton, MA with his family. Outside of the office, Todd enjoys coaching for the Newton Boys and Girls Soccer Clubs.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Todd began his career in financial services in 1997, and joined Morgan Stanley in 2016. Prior to joining the firm, he was a Wealth Management Banker at Merrill Lynch.
Todd is a graduate of Bates College, where he received a Bachelor of Arts in Political Science, and Clark University, where he received his Master of Business Administration. He lives in Newton, MA with his family. Outside of the office, Todd enjoys coaching for the Newton Boys and Girls Soccer Clubs.
NMLS#: 1150893
About Nikola Delic
Nikola Delic is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define goals that matter most to them. Leveraging state of the art technology, he will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Niko provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
He earned his undergraduate degree from Florida College and received the Financial Planning Specialist® designation from the College for Financial Planning. Niko is originally from Podgorica, Montenegro and currently resides in Alpharetta, GA.
He earned his undergraduate degree from Florida College and received the Financial Planning Specialist® designation from the College for Financial Planning. Niko is originally from Podgorica, Montenegro and currently resides in Alpharetta, GA.
Wealth Management
Global Investment Office
Portfolio Insights
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
Are You Prepared for Tax Day?
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Ready to start a conversation? Contact The Canning-Bergendahl 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.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan 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
3Morgan 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.
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.
5When 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.
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
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan 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
3Morgan 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.
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.
5When 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.
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)
