Wendy Wheeler Email and Phone Number
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Wendy Wheeler is a Senior Vice President, Wealth Management, Senior Investment Management Consultant, and a Senior Portfolio Manager. She focuses on helping to preserve and grow wealth for Fortune 500 executives, physicians and high net-worth families across the country.With over 30 years of extensive investment experience, Wendy helps provide comprehensive wealth planning counseling regarding wealth preservation, wealth transfer and retirement income planning strategies for her clients.Wendy graduated from Wheaton College, Mass. with a BA in Economics. She also holds an Executive MBA degree from the University of New Haven. Wendy studied at the London School of Economics, The American College of Switzerland, and was a charter Docent at The Yale Center for British Art.Wendy has served on numerous nonprofit boards and committees. When away from the office she enjoys skiing, boating, gardening and spending time with her husband and two children.Awards Disclosures:2023-2024 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)Source: Forbes.com (Awarded 2023- 2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.2024 Forbes Best-In-State Wealth Management TeamsSource: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23.2012-2017, 2021-2024 Five Star Wealth Manager AwardSource: fivestarprofessional.com (Awarded 2012-2017, 2021-2024) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:2012 Award - 03/16/2011 through 09/10/20112013 Award - 03/16/2012 through 09/10/20122014 Award - 03/16/2013 through 09/10/20132015 Award - 03/16/2015 through 09/10/20152016 Award - 03/25/2016 through 09/28/20162017 Award - 02/15/2017 through 09/11/20172021 Award - 02/15/2021 through 09/10/20212022 Award - 02/28/2022 through 09/02/20222023 Award - 02/13/2023 through 08/31/20232024 Award - 02/13/2024 through 08/30/2024Award Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure/
Morgan Stanley
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Senior Vice President, Financial Advisor, Senior Portfolio ManagerMorgan Stanley Jun 1978 - PresentNew Haven, CtThe Coastal Group at Morgan Stanley works with successful individuals, business owners, and Fortune 500 executives across the country who feel they need a global view of all their assets. We provide retirement planning strategies and a goal-based approach to wealth management, while helping to preserve and grow wealth over the long term. AREAS OF FOCUS: Retirement Planning, Portfolio Management, Municipal Tax-Free bonds, Estate Planning Strategies,and Lending Solutions. ©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlMorgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.NMLS ID 1383240
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DocentYale Center For British Art At Yale University Jan 1977 - Sep 1978New Haven CtAs a volunteer docent I lead tours for visitors of the Yale Center's art collections, architecture, and special exhibitions. I was responsible for researching and preparing tours, under the auspices of the Education Department. And was fortunate to be a charter docent for the exciting grand opening of the Center.
Wendy Wheeler Education Details
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American College Of SwitzerlandInternational Business -
Economics And Political Science -
Business -
Economics
Frequently Asked Questions about Wendy Wheeler
What company does Wendy Wheeler work for?
Wendy Wheeler works for Morgan Stanley
What is Wendy Wheeler's role at the current company?
Wendy Wheeler's current role is Senior Vice President, Senior Investment Manager Consultant, Financial Advisor at Morgan Stanley Wealth Management.
What is Wendy Wheeler's email address?
Wendy Wheeler's email address is we****@****ney.com
What is Wendy Wheeler's direct phone number?
Wendy Wheeler's direct phone number is +191425*****
What schools did Wendy Wheeler attend?
Wendy Wheeler attended American College Of Switzerland, The London School Of Economics And Political Science (Lse), University Of New Haven, Wheaton College Massachusetts.
What are some of Wendy Wheeler's interests?
Wendy Wheeler has interest in Boating And Gardening, Skiing.
Who are Wendy Wheeler's colleagues?
Wendy Wheeler's colleagues are Nicole Kozhukhov, Kerry Menezes, Jean-Philippe (Jp) Garcy, Noah Alweiss, Justin Wong, Giorgi Abramishvili, Heidi Gregory.
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Wendy Wheeler
Wichita, Kansas Metropolitan Area
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