Stephen Wright, CFP®, CRPC®, is a First Vice President and Financial Advisor at Morgan Stanley, specializing in workplace equity compensation. With over 12 years of experience in wealth management, Stephen has developed strategies for diverse clients, including corporate executives and business owners. They began their career at Morgan Stanley Smith Barney after earning a B.A. from the University of California, San Diego in 2008 and previously held a role as a Senior Financial Consultant at E*TRADE. Committed to community service, Stephen volunteers at the Michael Hoefflin Foundation and was recognized in 2024 as one of Santa Clarita Valley’s 40 under Forty.
Location
Los Angeles, United States
This person is not in the org chart
This person is not in any teams
This person is not in any offices