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2013 Hawaii Five Star Wealth Managers

(page 9 of 11)

Left to right: 2011 – 2012 winner James Bennett, Associate Vice President, CFP®, Financial Advisor; 2013 winner Charlene van der Pyl-Chee, Investment Management Consultant, Senior Vice President, Wealth Advisor; Peter Ehrman, Investment Management Consultant, Senior Vice President, Wealth Advisor; 2011 – 2013 winner Wang Kar Lee, Investment Management Consultant, Vice President, Financial Advisor

The van der Pyl, Ehrman, Lee & Bennett Group at Morgan Stanley

A Team Committed to Your Financial Goals

• 80-plus years of team investment experience*

Thank you to our valued clients for your loyalty and support. We appreciate your trust and confidence. We look forward to continually earning your business.


The van der Pyl, Ehrman, Lee and Bennett Group
(808) 525-7961, (808) 525-6015
733 Bishop Street, Suite 2800
Honolulu, HI 96813

© 2013 Morgan Stanley Smith Barney LLC. Member SIPC. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Charlene van der Pyl-Chee: 29 years at Morgan Stanley, Peter Ehrman: 29 years at Morgan Stanley, Wang Kar Lee: 12 years at Morgan Stanley, James Bennett: 12 years at Morgan Stanley



Glenn E. Goya

Caring, Competence and Character

• Concern for clients’ well-being and financial security

• Informed and capable

• Integrity and reliability are paramount

Financial Advisor, CRPC®, Senior Vice President

Five Star award winner in 2011, 2012 and 2013

As a Chartered Retirement Planning CounselorSM with more than 30 years of experience, I focus on a comprehensive, holistic approach to retirement planning and portfolio management. Investing in a global economy offers great opportunities as well as dangerous pitfalls. We manage risk by staying defensive, diversified and disciplined. Morgan Stanley has the knowledge and the resources to help you make sense of this very complex world.


Morgan Stanley
Office: (808) 877-7671
33 Lono Avenue, Suite 330
Kahului, HI 96732

© 2013 Morgan Stanley Smith Barney LLC. Member SIPC. Diversification does not guarantee a profit or protect against a loss.



Gail M. Hamada

Financial Planning Based on Client Values

• Customized and comprehensive approach

• Providing simple but effective solutions

• More than 21 years of experience

Financial Advisor


As an Ameriprise Platinum Financial Services® practice advisor, I believe in putting the needs of clients first and foremost. I will get to know you and your goals, and because our relationship is not just a one-time meeting but ongoing, I can help make all the difference in your plan, your life and your ability to plan to achieve your dreams.


Ameriprise Financial
(808) 952-1246
1585 Kapiolani Boulevard, Suite 1100
Honolulu, HI 96814

Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc., Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.


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Hawaii Business magazine invites you to comment on our articles and the issues they raise. Comments are moderated for offensive language, commercial messages and off-topic posts and may be deleted. Some comments may be chosen for inclusion in the magazine on the Feedback page.

Aug 27, 2013 03:37 pm
 Posted by  Ponolani

hmm.. Five Stars huh? Bankers are not the sharpest investment people. But are polite though.

Do yourself a favor and get a second opinion if you use a bank to manage your "wealth".

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