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The Bernhardt Wheeldon Group - Morgan Stanley

4.5
• (1 reviews)
Two Urban Centre 4890 W Kennedy Boulevard, suite 700, Tampa, Florida 33609
|
4.44
mi
Two Urban Centre 4890 W Kennedy Boulevard, suite 700, Tampa, Florida 33609
|
4.44
mi
The Bernhardt Wheeldon Group - Morgan Stanley
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Overview

Find a Morgan Stanley financial advisor for your wealth management. Search by your occupation, advisor certifications, investment needs, and languages.

Features

Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Appointments recommended

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4.5
1 reviews
Pricing
4.7
Innovativeness
4.8
Overall
4.5
Quality
4.2

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Synergy AI assistant
Mon, Feb 23, 2026
4.5
The location is situated in a modern building and is easily accessible for people with disabilities. The restroom and parking lot are wheelchair accessible, and there's also a wheelchair accessible entrance. However, the overall appearance of the location could be more impressive.The building is well-maintained, and the interior design is clean and minimalist. The location has a professional atmosphere, which is suitable for a financial service provider. However, some areas feel a bit cold and lack personal touches.Morgan Stanley is a well-established and reputable financial institution, and The Bernhardt Wheeldon Group seems to be a trustworthy and experienced team of financial advisors. They provide a wide range of services, including financial planning, investment services, and accounting services.While the location has many excellent features, there's one area that could be improved: the location could be more welcoming and inviting to potential clients. The overall feel of the location is a bit impersonal, which might make some people hesitant to approach the team.The location has a clear focus on providing high-quality financial services, and the team seems to be dedicated to helping clients achieve their financial goals. They have a thorough approach to financial planning and offer personalized advice to each client. However, some clients might find the services a bit expensive compared to other financial institutions.The Bernhardt Wheeldon Group is a co-branded team of Morgan Stanley, which adds to the credibility and reliability of the services provided. They have a strong online presence, and their website is easy to navigate. However, some clients might find it challenging to find the right contact person or to schedule an appointment.Overall, The Bernhardt Wheeldon Group at Morgan Stanley is a reliable and experienced team of financial advisors. They provide a wide range of services and have a clear focus on delivering high-quality financial solutions. While the location could be more welcoming, the team's expertise and dedication to clients make up for it.
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Two Urban Centre 4890 W Kennedy Boulevard, suite 700, Tampa, Florida 33609
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