Newell Bentley

Financial Advisor

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Newell Bentley

MY MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

My Story and Services

My Story

Maintaining a long term relationship and helping clients realize their dreams is Newell Bentley’s greatest satisfaction.  Tailoring advice to his client’s individual goals, Newell utilizes his unique background and world perspective.  Newell focuses on successful executives, professionals and business owners through astute Financial Planning and discerning Wealth Management.  Individuals looking for an advisor to assist in providing innovative solutions rely on Newell Bentley.

Newell lives in Deerfield, Illinois with his wife Marla, and their two children.  He earned a Bachelor of Science in Mechanical Engineering degree from Kettering University and a Master of Business Administration degree with a finance concentration from Walsh College.   

Newell has built his personal brand around being a trusted advisor to his clients, friends and family.  Before joining Morgan Stanley, Newell worked for Johnson Controls, Inc. in Plymouth, MI, and Milwaukee, WI for seventeen years serving Chrysler, General Motors, Nissan, Hyundai-Kia, Toyota and fifty two internal service branches in a number of rolls of increasing responsibility both domestically and abroad.   He created his own residential real estate and property management company in the metro Detroit area.  Newell looks forward to leveraging his problem solving abilities to advise his clients on achieving their personal goals. 

Access to Private Banking >

Services Include

  • Wealth Consulting
  • Wealth Management
  • 401(k) Rollovers
  • 529 Plans
  • Alternative Investments
  • Annuities
  • Asset Management
  • Business Planning
  • Business Succession Planning
  • Cash Management
  • Certificates of Deposit
  • Corporate Bonds
  • Corporate Cash Management
  • Corporate Pension Funds
  • Corporate Retirement Plans
  • Endowments and Foundations
  • Estate Planning Strategies
  • Exchange Traded Funds
  • Executive Benefit Services
  • Executive Financial Services
  • Financial Planning
  • Fixed Income
  • Lending Products
  • LGBT Planning Services
  • Life Insurance
  • Long Term Care Insurance
  • Municipal Bonds
  • Philanthropic Services
  • Planning for Education Funding
  • Planning for Special Needs Individuals
  • Precious Metals
  • Professional Portfolio Management
  • Qualified Plans
  • Qualified Retirement Plans
  • Retirement Planning
  • Sustainable Investing
  • Stock Option Plans
  • Stock Purchase Plans
  • Structured Products
  • Structured Settlement Annuities
  • Trust Accounts
  • Trust Services*

Securities Agent: AL, AR, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MS, NC, NV, NY, OH, OK, RI, SC, TN, TX, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative

NMLS#: 1446183


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Location

Location

  • 70 West Madison St
  • Chicago, IL 60602


    Education

    Education

    • Bachelor of Science Mechanical Engineering Kettering University
    • MBA Walsh College

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Ready to start a conversation? Contact Newell Bentley today.

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    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

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