Richard B. Bermont - Morgan Stanley Financial Advisor - Coral Gables, FL
Morgan Stanley
Richard B. Bermont
Senior Vice President, Wealth Management
Financial Advisor
220 Alhambra Circle
10th Floor
Coral Gables, FL 33134
tel: (305) 476-3300
toll-free: (800) 327-4607 
fax: (305) 448-5738
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Helping you achieve financial success is my first priority. Morgan Stanley has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.

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Education and Licensing
  • BA - Economics / Finance
    University of Texas
    Austin, TX
  • Series 65 - Investment Advisory Agent
Honors and Recognition
  • Selected by The Winner's Circle, As South Florida's Top Financial Advisors
  • Sponsor of UM Business School "Bermont/Carlin Group Scholars", Provides New York Job and Internship Interviews for Outstanding Students
  • University of Miami, Honorary Alumnus, Former Trustee, Past Chairman-UM Citizens Board
  • Past President, Economic Society of South Florida
  • Bankers Club - Miami, Fl, Board of Governors - Past Chairman
  • Active in Fundraising for a Number of Community Organizations and the University of Miami
  • United Way of Miami Dade, Membres de la Societe
Business Experience
  • 1989 - Present: Morgan Stanley*

    Senior Vice President
    Senior Portfolio Management Director
    Miami, FL
  • 1974 - 1989: Drexel Burnham Lambert

    Senior Vice President
    Resident Manager
    Miami, FL
  • 1972 - 1974: Bache & Co.

    Senior Vice President
    Miami, FL
  • 1963 - 1972: H. Hentz & Co

    Senior Vice President
    Miami, FL

Richard B. Bermont holds the following registrations:
BM/Supervisor; Securities Agent: AR, AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, MI, MT, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WY; General Securites Principal; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures
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