Wells Fargo Advisors
45yrs
Top advisor by experience in Norwell
38yrs
Bennett White
Financial advisor at Morgan Stanley
Bennett White is a fiduciary financial advisor in Norwell, Massachusetts, with 38 years in the industry. Bennett joined Morgan Stanley in 2020, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 154 advisors with offices in Norwell, and one of 140 fiduciaries.
At a glance
Experience38 years (since 1988)
How that compares ?Top 6% by experience nationwide
Office141 Longwater Drive Suite 102, Norwell, MA 02061
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowMorgan StanleyCurrent firm
Questions to ask Bennett
Tailored to Bennett’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Bennett
How do I contact Bennett?
Call Morgan Stanley at 914-225-5510 and ask for Bennett White. Bennett works from the Norwell, MA office.
How long has Bennett been a financial advisor?
Bennett has been in the industry since 1988, about 38 years. Top 6% by experience nationwide.
What licenses does Bennett hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Bennett a fiduciary?
Bennett is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bennett paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Bennett for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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