Sherwood & Coupe Wealth Management - Morgan Stanley Team - Grand Rapids, MI
Morgan Stanley
Sherwood & Coupe Wealth Management
at Morgan Stanley
171 Monroe NW
Suite 800
Grand Rapids, MI 49503
tel: (616) 771-6017
toll-free: (866) 247-3830 
fax: (616) 771-6099
Mark Sherwood
Mark Sherwood, CIMA
First Vice President
Financial Advisor
tel: (616) 771-6013

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Professional Details
  • 2012 - present: Financial Advisor - Morgan Stanley*, Grand Rapids, MI
  • 2001 - 2012: Financial Advisor - UBS Financial Services Inc, Grand Rapids, MI
  • 1999 - 2001: Financial Advisor - Merrill Lynch, New York, NY
  • 1997 - 1999: Investment Banking - Keefe Bruyette & Woods, New York, NY
  • MBA, University of Michigan Ross School of Business
  • BA, Albion College
  • Certified Investment Management Analyst(SM)
  • Series 7, 63 and 65 licensed
  • Life & Health Insurance, Variable Insurance and Annuities licensed
Mark Sherwood, CIMA  holds the following registrations:
Securities Agent: CA, CO, CT, DC, FL, ME, MI, MN, MO, NC, OH; General Securities Representative; Investment Advisor Representative

NMLS#: 1252985

Saralyn Coupe
Saralyn Coupe, CFP, CPWA
Vice President
Financial Advisor
CERTIFIED FINANCIAL PLANNER
tel: (616) 771-6015

View my profile on LinkedIn
Professional Details
  • 2012 - present: Financial Advisor - Morgan Stanley*, Grand Rapids, MI
  • 2002 - 2012: Financial Advisor - UBS Financial Services, Grand Rapids, MI
  • 1994 - 2001: Investment Banking - Merrill Lynch, New York, NY & Chicago, IL
  • MBA, Northwestern University Kellogg School of Management
  • BA, magna cum laude, Albion College
  • CERTIFIED FINANCIAL PLANNER
  • Certified Private Wealth Advisor
  • Series 7, 24, 63 and 65 licensed
  • Life & Health Insurance, Variable Insurance and Annuities licensed
Saralyn Coupe, CFP , CPWA  holds the following registrations:
Securities Agent: CA, CO, CT, DC, FL, ME, MI, MN, MO, NC, OH; General Securities Representative; Investment Advisor Representative

NMLS#: 1273019

Lori A. Hess
Senior Registered Associate
tel: 616-771-6017
fax: 616-771-6099



Professional Details
  • 1998 - 2012: Registered Client Service Associate - UBS Financial Services, Grand Rapids, MI
  • 1996-1998: Client Service Associate - Smith Barney, Grand Rapids, MI
  • BS, Ferris State University
  • Series 7, 63 and 65 licensed
  • Life & Health Insurance, Variable Insurance and Annuities licensed

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