Steven Wright

Steven Wright possesses extensive experience in the financial services sector, currently serving in operations at Morgan Stanley since February 2022, with licenses including Finra 7, 9, 10, and 66. Prior to this role, Steven held the position of Assistant Vice President within the Private Client Group at Boenning & Scattergood, Inc. since August 2019. Previous roles include Financial Advisor at Cartwright Advisors and Account Executive at Sweney Cartwright & Co., both of which emphasized client-focused financial solutions. Additionally, Steven served as President of Echo Advisors and worked as a Financial Advisor at Cooper and Adel Financial, catering to estate planning and tax-efficient investment strategies for seniors. Early experience includes a Senior Law Clerk role at Cooper, Adel & Associates and service as an Infantry member in the US Marine Corps. Steven holds a Juris Doctor degree from Cooley Law School and a Bachelor of Arts in History from The Ohio State University.