About Bernard P Schofield
Bernard P. Schofield brings his educational background and credentials together with over thirty-five years of experience in the financial services industry to provide thoughtful, personalized solutions to the families and institutions with whom he works. Bernie and his team of service oriented, highly qualified professionals work together to provide a highly integrated, first-class experience that addresses their ongoing commitment to all aspects of the client experience.
Bernie spent the early part of his life growing up in the Chicagoland area. He went to Southern Illinois University where obtained degrees in both Accounting and Finance. Upon successfully passing the Certified Public Accountant (CPA) exam right out of college, he began his career as a public accountant. After many years of industry practice that ranged from auditor to accounting manager, Bernie decided to take this in-depth industry experience and use it to pursue the career he had always wanted. Bernie has been with Morgan Stanley since 1994, via Smith Barney, and he is dedicated to ongoing excellence. This commitment was exhibited in his attendance at the Wharton School at the University of Pennsylvania where he earned the designation of Certified Investment Management Analyst (CIMA), a designation he has maintained since 2005.
Bernie and The Three Corners Group take a comprehensive approach to wealth management. Regardless of the complexity of your estate, business or foundation, he has the resources to effectively address individual needs and circumstances with customized solutions. Bernie and his team target all aspects of wealth management to make their client’s lives simpler and more efficient. Next to one’s health, nothing is more personal than an individual’s financial well-being. Bernie deeply respects that special trust that is afforded him.
Bernie is married to his beautiful wife Tracy and they are the proud parents of four thriving young adults. He enjoys all aspects of healthful living from regular workouts to healthy eating. Besides spending time with their family, Bernie and Tracy love to travel and are thoroughly enjoying the pursuit of their bucket list.
Securities Agent: KS, IN, MO, MA, GA, DC, WY, OR, OH, NY, MN, ID, UT, NV, NH, IA, WA, SC, PA, NC, MD, CO, AZ, WI, TX, HI, NM, MT, IL, CA, OK, VA, NJ, FL, DE; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1279350
CA Insurance License #: #0F41188