Merrill
47yrs
Top advisor by experience in Oak Brook
10yrs
Maureen Wright is a fiduciary financial advisor in Oak Brook, Illinois, with 10 years in the industry. After two years at Savant Wealth Management and three years at Huber Financial, Maureen joined Morgan Stanley in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Maureen holds the CFP® designation.
One of 540 advisors with offices in Oak Brook, and one of 523 fiduciaries.
At a glance
Experience10 years (since 2017)
How that compares ?10 years in the industry
Office2211 York Road Suite 100, Oak Brook, IL 60523
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowMorgan StanleyCurrent firm
- 2020 – 2022Savant Wealth ManagementPreviously
- 2017 – 2020Huber FinancialPreviously
Contact Maureen
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Maureen. 2211 York Road Suite 100Oak Brook, IL 60523Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Maureen
Tailored to Maureen’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 Maureen
How do I contact Maureen?
Call Morgan Stanley at (914) 225-5510 and ask for Maureen Wright. Maureen works from the Oak Brook, IL office.
How long has Maureen been a financial advisor?
Maureen has been in the industry since 2017, about 10 years. 10 years in the industry.
What licenses does Maureen hold?
Series 66. Tap any license on this page to see what it allows.
Is Maureen a fiduciary?
Maureen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Maureen 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 Maureen 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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