The Bentley Group at Morgan Stanley
Expect Excellence
• Centered on the strength and importance of our client relationships
• Objective guidance and dedication to your success as an investor
• Custom portfolio strategies focused on risk management
Focus: Custom Portfolio Management, Financial, Retirement and Estate Planning
Designations: Senior Vice President | Portfolio Manager | Financial Advisor
Russell Hall, having served for nineteen years as a Financial Advisor, formed The Bentley Group at Morgan Stanley with his partner Michael Souza, who has been a financial advisor for six years. The team takes the time to understand your investment goals and is committed to offering you personalized investment solutions. Russ and Mike are each designated Portfolio Managers within Morgan Stanley’s Custom Portfolio program, and were specially selected for their experience, skills and integrity.
Russ brings risk management and fixed income knowledge to the team’s Portfolio Management strategy. He helps clients identify and attain their goals through ongoing communication. Mike focuses on comprehensive wealth management, which includes working with a client’s other trusted advisors to fully grasp each client’s financial needs.
Finding the right investment strategy in today’s environment is challenging. Call today for a complimentary consultation
