The Pinnacle Financial Group
44yrs
Top advisor by experience in The Villages
5yrs
Benjamin Ow has worked in the financial industry for 5 years and is a fiduciary financial advisor based in The Villages, Florida. Benjamin joined Morgan Stanley in 2023, 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 176 advisors with offices in The Villages, and one of 161 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office832 Lake Sumter Landing, The Villages, FL 32162
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 ?1 state
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
- 2023 – nowMorgan StanleyCurrent firm
Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Benjamin
How do I contact Benjamin?
Call Morgan Stanley at (914) 225-5510 and ask for Benjamin Ow. Benjamin works from the The Villages, FL office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Benjamin hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin 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 Benjamin 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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