Liucija Smaizyte Wright, CFP®
First Vice President, Wealth Management,
Financial Advisor,
Financial Planning Specialist,
CERTIFIED FINANCIAL PLANNER®,
Qualified Plan Financial Consultant
Direct:
(205) 968-6910(205) 968-6910
My Mission Statement
Helping you with wealth planning strategies for your life and legacy
My Story and Services
Liucija is a Financial Advisor on the SteelCrest Wealth Management Group at Morgan Stanley. A CERTIFIED FINANCIAL PLANNER™ professional, she focuses on creating and presenting personalized wealth planning solutions by building long-term relationships with client to help them achieve their financial goals. She loves people and loves working with clients to help them paint a picture of their financial opportunities and expectations. She first interned with Morgan Stanley in 2014 and returned in 2016 as a Wealth Advisor Associate. She joined the May Morgan Team in August 2018. In 2019, she earned her CFP® designation, which comes with extensive education in retirement planning, insurance, investments taxes, employee benefits, estate planning and financial planning.
Originally from Lithuania, Liucija came to the United States on a full athletic scholarship to play tennis at the University of Texas at Arlington. She transferred to University of Montevallo in 2013, where she helped tennis team reach Peach Belt Conference championship for the first time in the school’s history. Liucija graduated magna cum laude, and first in her class, at the University of Montevallo earning Bachelor of Business Administration with a concentration in Finance, and minors in MIS and Pre-Law.
When she was 14 years old, she represented the Lithuanian tennis team at the Junior Olympics, and at age 16, she was ranked the number one tennis player in Lithuania. However, having grown up in a family that struggled financially, she had to work very hard to achieve her goals. Thus, she is very passionate about helping her clients to achieve their personal goals and dreams, and be financially independent. She focuses on helping clients with financial planning to help them live successful and happier lives by working to increase their comfort level, and helping to preserve things that they treasure in life.
Liucija is on the boards of multiple organizations including Alabama Women in Business and Alabama Economics Club. She is also a junior board member of Girl Spring. Liucija is multilingual; fluent in English, Russian, and Lithuanian. She and her husband, Steven, live in Vestavia Hills.
Originally from Lithuania, Liucija came to the United States on a full athletic scholarship to play tennis at the University of Texas at Arlington. She transferred to University of Montevallo in 2013, where she helped tennis team reach Peach Belt Conference championship for the first time in the school’s history. Liucija graduated magna cum laude, and first in her class, at the University of Montevallo earning Bachelor of Business Administration with a concentration in Finance, and minors in MIS and Pre-Law.
When she was 14 years old, she represented the Lithuanian tennis team at the Junior Olympics, and at age 16, she was ranked the number one tennis player in Lithuania. However, having grown up in a family that struggled financially, she had to work very hard to achieve her goals. Thus, she is very passionate about helping her clients to achieve their personal goals and dreams, and be financially independent. She focuses on helping clients with financial planning to help them live successful and happier lives by working to increase their comfort level, and helping to preserve things that they treasure in life.
Liucija is on the boards of multiple organizations including Alabama Women in Business and Alabama Economics Club. She is also a junior board member of Girl Spring. Liucija is multilingual; fluent in English, Russian, and Lithuanian. She and her husband, Steven, live in Vestavia Hills.
Securities Agent: PA, VT, VA, SC, OK, IL, NM, NC, MI, KY, IN, DE, WI, KS, OR, NY, MO, MN, MD, GA, CT, MS, MA, LA, WY, WV, AZ, AR, NJ, CO, WA, OH, FL, CA, NH, AL, TX, DC, TN; General Securities Representative; Investment Advisor Representative
NMLS#: 1629341
NMLS#: 1629341
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
3500 Colonnade Parkway
Suite 200
Birmingham, AL 35243
US
Direct:
(205) 968-6910(205) 968-6910
Wealth Management
Global Investment Office
Portfolio Insights
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Liucija Smaizyte Wright today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
