David Wright is a seasoned financial advisor and executive director in wealth management at Morgan Stanley, where they have served since 1998. With over 20 years of experience assisting high net worth families and business leaders, they are committed to creating personalized financial strategies aligned with clients' values and aspirations. David is a former CPA and holds multiple designations, including Certified Financial Planner™ and Chartered Retirement Planning Specialist®. An active community member, they serve on the board of their local YMCA and the New Bedford Whaling Museum, while enjoying skiing and golfing in their free time. David's career is marked by dedication to continuous learning and exceptional client service.
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