Sheldon J. Wilshinsky - Morgan Stanley Financial Advisor - Honesdale, PA
Morgan Stanley
Sheldon J. Wilshinsky, CFP
Director, Wealth Management
Financial Advisor
Senior Portfolio Management Director
210 Ninth Street
Honesdale, PA 18431
tel: (570) 253-3607
toll-free: (800) 438-1816 
fax: (570) 253-4693

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Associations
  • Wayne Memorial Health System
    Past Member Board of Trustees
  • Rotary of Newfoundland
    Member
  • Southern Wayne Chamber of Commerce
    Past Board Member
  • Jewish Fellowship of Hemlock Farms
    Past President
  • B'nai B'rith Wayne Lodge
    Past President
Services
  • Estate Planning
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Philanthropic Services
  • Qualified Plans
  • Retirement Planning
  • 529 Plans
Education and Licensing
  • BBA - Accounting, 1957
    Bernard M. Baruch School of
    Business & Public Administration
    New York, NY
  • Certified Financial Planner (CFP), 1977
    College of Financial Planning
  • Series 65 - Investment Advisory Agent
Honors and Recognition
  • Item One
  • Item Two
  • Item Three
Business Experience
  • 1971 - Present: Morgan Stanley*

    New York, NY & Honesdale, PA

Bulletin Board
  • You've worked hard to build your wealth for retirement. We can work with you to develop a strategy so your wealth works just as hard - to help you get the most out of life after retirement. To learn more, call or send an email.

Sheldon J. Wilshinsky holds the following registrations:
Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, NC, NH, NJ, NM, NY, OK, PA, RI, SC, TX, VA, VT; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures

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