Newell F. Bentley III, Financial Advisor at Morgan Stanley

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Newell F. Bentley III, Financial Advisor at Morgan Stanley

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09/28/2026

Here are a few simple, real-world tips that can make your family harder to target online from Rachel Wilson, Wealth Management Chief Data Officer—who happens to be a mom herself. If you want to talk through any of the cybersecurity tips, I'm always here.

09/24/2026

A concentrated stock position can happen for many reasons: building a company, inheriting shares or making a successful investment. But when one stock becomes a large part of your portfolio, it may also increase your overall risk. Watch this 30-second video to learn more and reach out if you'd like to discuss strategies designed around your goals. https://livesocial.seismic.com/Ws-n4

09/11/2026

Today, we hold a moment of silence as we remember and honor the colleagues, friends, neighbors, first responders and so many more who lost their lives and were impacted 25 years ago.

09/08/2026

Entrepreneurship requires both vision and disciplined ex*****on. I'm pleased to share the next session in our Wealth Education for the Next Generation series, "How to Build Your Business: Entrepreneurship & Founders," on Monday, September 14. This conversation is designed for founders, aspiring entrepreneurs and the next generation of business leaders looking to better understand what it takes to build, scale and sustain a successful business in today's evolving landscape, from sharpening a compelling value proposition to navigating capital decisions and growth strategies. https://livesocial.seismic.com/apjgdZ

08/26/2026

The school year is a natural checkpoint for families: tuition, activities, and the "what's next" conversation. If education funding is on your radar, a 529 plan may be worth revisiting as part of a broader savings approach.

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08/19/2026

Our team is hiring. Learn more and apply here: https://morganstanley.eightfold.ai/careers/job/549799532759

eightfold.ai

08/14/2026

In honor of National Financial Awareness Day, we encourage you to take a moment to reflect on your financial picture.

Financial awareness means more than tracking accounts or reviewing statements. It means understanding your goals, knowing where you stand, and having a plan designed to help you move forward with confidence.

At The Mathias Group, we work with clients to bring structure and perspective to important financial decisions — from retirement planning and investment strategy to legacy considerations and family wealth conversations.

Today is a good reminder that small steps toward greater financial awareness can lead to meaningful progress over time.

If you would like to revisit your plan or start a conversation about your goals, our team is here to help: https://advisor.morganstanley.com/the-mathias-group

08/12/2026

Estate planning is a positive and constructive way to put yourself in control of your legacy. Learn more.

morganstanley.com

07/29/2026

Tokenization is modernizing market infrastructure, improving settlement, collateral efficiency, and access across traditional assets. https://livesocial.seismic.com/aUuF38

07/17/2026

The Mathias Group at Morgan Stanley is excited to welcome the newest member of our team — Anna Ling — who is joining us as a Team Administrator!

About Anna: Originally from Metro Detroit, Anna joined the Mathias Group in June 2026 and brings with her a strong academic foundation, early experience in financial services, and a thoughtful, client-focused mindset.

Anna graduated from the University of Michigan in May 2025, earning a B.A. in International Studies and German, with a concentration in Economics and Business. Prior to joining Morgan Stanley, she worked at JPMorgan Chase, where she participated in the Financial Advisor Development Program and gained valuable exposure to wealth management and client service.

Raised speaking German, Anna continues to maintain strong ties to her heritage and language through visits to family in Köln, Germany. Her international background, curiosity, and commitment to clear communication make her a wonderful addition to our team.

Outside of work, Anna enjoys running along the Chicago lakefront, traveling, and exploring the city's food scene.

Welcome to the team, Anna!

To learn more about the rest of our amazing team, click here:
https://advisor.morganstanley.com/the-mathias-group

Address

233 S. Wacker Drive
Chicago, IL
60606

Telephone

+13128276606

Website

http://fa.morganstanley.com/newell.bentley

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