Newell F. Bentley III, Financial Advisor at Morgan Stanley

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.

morganstanley.com

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

07/06/2026

In his first meeting as Fed Chair, Kevin Warsh signaled restraint in providing guidance. Our Global Head of Fixed Income Research Andrew Sheets looks at possible impacts of the new approach.

morganstanley.com

07/03/2026

Happy Independence Day from The Mathias Group.

Wishing you and your loved ones a safe and joyful Fourth of July filled with time together, gratitude, and celebration. As we reflect on the values that unite us, we remain committed to helping you stay focused on what matters most—today and for the future.

Have a wonderful holiday weekend.
—The Mathias Group

06/26/2026

We're excited to welcome two new Summer Interns to The Mathias Group this season— Vishnu Gadicharla and Alli Edwards!

Vishnu Gadicharla is a rising senior at Fordham University majoring in Finance with a concentration in Alternative Investments. Originally from Newark, Delaware, he'll be based in Chicago this summer. Prior to joining Morgan Stanley, Vishnu interned at Brookfield in their Global Client Group and at HP Tech Ventures, where he helped source AI start-ups. Building on these experiences, he's interested in pursuing a career in Wealth Management. Outside of academics, Vishnu enjoys soccer, pickleball, traveling, and trying new food.

Alli is a Junior Finance major at the University of Tennessee–Knoxville, where she's part of the University Honors Program, Business Fellows, and Finance Scholars of Distinction. She's also active in Phi Mu and serves on the Professional Development Committee for the Business Honors Council, helping plan networking and career events for fellow honors students. Alli is interested in pursuing a career in wealth management, and outside of school she enjoys reading, walking, live music and concerts, traveling, and spending time with loved ones—especially back home in Chicago.

Please join us in welcoming Vishnu and Alli to the team—we're looking forward to a great summer ahead!