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 will 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.

  • Wayne Memorial Health System
    Past Member Board of Trustees
  • Rotary of Newfoundland
  • Southern Wayne Chamber of Commerce
    Past Board Member
  • Jewish Fellowship of Hemlock Farms
    Past President
  • B'nai B'rith Wayne Lodge
    Past President
  • Estate Planning Strategies
  • Financial Planning
  • Fixed Income
  • Access to 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

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

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

NMLS#: 1285173

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.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. 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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