Sheri Wright - Morgan Stanley Financial Advisor - BETHESDA, MD
Morgan Stanley
Sheri Wright
Senior Vice President, Wealth Management
Branch Manager
Financial Planning Specialist
tel: (301) 961-1819
toll-free: (800) 745-4503 
fax: (301) 961-1853

Money is a tool to accomplish the things you want in life. What do you want to accomplish?

I've spent the past 15 years asking people this question ... having conversations on life and how to deploy their money to get to their goals.  Talk to me about where you are now and what's next for you; about your family, career and community; about your goals, obligations and dreams. Tell me about your experience with money, what you want in a financial advisory relationship and the most pressing money-related topic on your mind today.  Once I understand more about you, I can introduce you to a Financial Advisor suited to your needs and preferences.

Education and Licensing
  • Master of Business Administration, University of Baltimore, 1993
  • Bachelor of Science, Business Administration, Towson University, 1989
  • Series 7, 9, 10, 63, 65
Honors and Recognition
  • 2011 Diversity Award - NJ/Greater Philadelphia Region, Morgan Stanley Smith Barney
Business Experience
  • 2012 - Present: Branch Manager, Bethesda, MD, Morgan Stanley
  • 2010 - 2012: Branch Manager, Red Bank, NJ, Morgan Stanley*
  • 2009 - 2010: Regional Business Development Manager, Morgan Stanley*, New Jersey Region
  • 2007 - 2009: Regional Developmenet Officer, Smith Barney, Chesapeake Bay Region
  • 2005 - 2007: Assistant Branch Manager, Smith Barney, Baltimore, MD
  • 1998 - 2005: Financial Advisor, Smith Barney, Lutherville, MD

Bulletin Board
  • Whenever the market is up or down 150 points, the 150 Point Letter posted in Investing and Market Insights, will provide insight. Whenever you have questions about market activity, please contact us.

  • See April On the Markets from the Global Investment Committee featuring

    • "Seventh Inning Stretch" We expect US equities to continue to rise in line with earnings growth, says Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. That means returns could be closer to 7% or 8% rather than the 20%-plus average of the past five years.

    • "Still Prefer Developing to Emerging Markets" Morgan Stanley & Co. equity strategists say the best opportunities this year are in the developed markets, especially Europe and Japan. They expect the emerging markets to continue to underperform.

    • "ContagEM: Could It Be Worse Than in the 1990s?" The emerging markets went through two sizeable economic shocks in the 1990s, with little noticeable impact on the developed markets. Because the emerging markets now make up a larger share of the global economy, an EM economic shock today could hit the developed markets much harder.

    Plus, look for more on economics, equities and fixed income investments.

Sheri Wright holds the following registrations:
BM/Supervisor; Securities Agent: MD; General Securities Representative; Investment Advisor Representative;

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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Awards Disclosures

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