LPL Financial
43yrs
Top advisor by experience in Winter Haven
24yrs
Based in Winter Haven, Florida, Richard Wright is a fiduciary financial advisor with 24 years of industry experience. Richard has been with Morgan Stanley since 2017; before that, Richard spent two years at Morgan Stanley & Co. and a year at Morgan Stanley DW. 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 82 advisors with offices in Winter Haven, and one of 78 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 70% of advisors nationwide
OfficeWinter Haven, FL
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 ?2 states
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
- 2017 – nowMorgan StanleyCurrent firm
- 2009 – 2013Morgan StanleyPreviously
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
- Oct 2005 – Apr 2007Morgan Stanley DW Inc.Previously
Contact Richard
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Richard. Winter Haven, FLOffice · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Richard
Tailored to Richard’s registration and firm.
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Richard
How do I contact Richard?
Call Morgan Stanley at (914) 225-5510 and ask for Richard Wright. Richard works from the Winter Haven, FL office.
How long has Richard been a financial advisor?
Richard has been in the industry since 2002, about 24 years. More experience than 70% of advisors nationwide.
What licenses does Richard hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Richard a fiduciary?
Richard is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Richard 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 Richard 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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