UBS Financial Services
47yrs
Top 1% by experience in Atlanta
30yrs
Carla Wright
Financial advisor at Morgan Stanley
Based in Atlanta, Georgia, Carla Wright is a fiduciary financial advisor with 30 years of industry experience. Carla has been with Morgan Stanley since 2022; before that, Carla spent seven years at Merrill and eight years at UBS Financial Services. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 15% by experience in Atlanta
Office3280 Peachtree Road North East Suite1600, Atlanta, GA 30305
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowMorgan StanleyCurrent firm
- 2015 – 2022MerrillPreviously
- 2007 – 2015UBS Financial Services Inc.Previously
- 2003 – 2007Citigroup Global Markets Inc.Previously
Contact Carla
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Carla. 3280 Peachtree Road North East Suite1600Atlanta, GA 30305Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Carla
Tailored to Carla’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Carla
How do I contact Carla?
Call Morgan Stanley at (914) 225-5510 and ask for Carla Wright. Carla works from the Atlanta, GA office.
How long has Carla been a financial advisor?
Carla has been in the industry since 1996, about 30 years. Top 15% by experience in Atlanta.
What licenses does Carla hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Carla a fiduciary?
Carla is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Carla paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Carla for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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