Stephen Wright , Cfp®, Crpc® Email & Phone Number

I take a multigenerational approach to developing strategies for clients’ investment, estate planning, philanthropic, and lending solutions. I am also a Chartered Retirement Planning Counselor® which helps me understand the unique needs of those looking to plan for retirement and a CERTIFIED FINANCIAL PLANNER® to help create a well thought out plan in order to help track and achieve your financial milestones. The diverse group of clients I serve also includes corporate executives, business owners, and real estate developers I have over 12 years of experience working with affluent clients. Prior to joining Morgan Stanley in 2022, I was a Senior Financial Consultant at E*TRADE, where I delivered solutions and constructed tailored investment plans to help clients reach their financial goals. I actually began my wealth management career at Morgan Stanley Smith Barney, shortly after earning a B.A. from University of California, San Diego in 2008. I volunteer at the Michael Hoefflin Foundation, a non-profit organization that assists local families who have children diagnosed with cancer. As a result of my involvement within the Santa Clarita Valley and it's neighboring communities, in 2024, I was proudly recognized in the Santa Clarita Valley’s 40 under Forty. I live in Pacific Palisades with my wife, Lindsay, and our two daughters, Emma and Pippa.https://advisor.morganstanley.com/the-heritage-oaks-group NMLS#: 2460332CA Insurance License #: 0H11368Licenses: FINRA Series 7 and 66