Mary C Wright, CFP®
Senior Vice President,
Financial Advisor,
Lending Specialist
Direct:
(720) 562-6225(720) 562-6225
My Mission Statement
Experienced wealth planning services for your life and legacy goals
Experience
I have been working in the Financial Service industry since 1981. Through the years, I have experienced a multitude of markets and economic dynamics. I assist clients to navigate these markets through careful, thoughtful, professional financial planning and individualized attention. I joined Morgan Stanley in 1998 and more recently, The Sizemore Group. This team alliance adds depth and scope to my practice. Through Morgan Stanley Wealth Management, I can provide comprehensive financial strategies and solutions to both individual and corporate clients. I focus on retirement planning for those investors who have worked hard over their lifetime, accumulated wealth and now need their resources to be preserved and have those resources help support their retirement goals.
In 2007, I earned the Certified Wealth Strategist credential from the Cannon Financial Institute. This dedicated course, in addition to advanced training at Morgan Stanley in New York City, provided me with technical knowledge, management formula and critical client interaction skills to offer customized investment strategies. In 2017, I enrolled in the coursework and achieved the designation of Certified Financial Planner (CFP). This arduous and in-depth training supports the continued screening and education of financial professionals. It provides a Code of Standards that is unparalleled in the industry and requires financial advisors with these credentials to apply clients' best interests with integrity and competence. In 2022, I earned the designation of Lending Specialist through Morgan Stanley. This designation supports my capabilities in all areas of lending, lines of credit and cash management. I continue to enhance my professional skills so can remain on the cutting edge and be the best possible for my clients.
I hold a Bachelor of Arts Degree from the University of Colorado at Boulder where I graduated with honors. I am currently a Professional Mentor with the University of Colorado Leeds Professional Mentoring Program where 1 serve as a mentor for undergraduate students interested in the fields of finance and accounting. I feel a responsibility to give back to my community and to our future generation of financial professionals.
In my spare time, I love to cook and to be outdoors. I am an avid walker/hiker and spend a lot of time with my companion, Indie, a 50-pound white Labradoodle. I love to waterski, snow ski and am an amateur bird watcher. I have two girls who are grown women now and make me very proud. I love to spend time with friends and family. I am a supporter of our men and women in service and am proud to be an American.
In 2007, I earned the Certified Wealth Strategist credential from the Cannon Financial Institute. This dedicated course, in addition to advanced training at Morgan Stanley in New York City, provided me with technical knowledge, management formula and critical client interaction skills to offer customized investment strategies. In 2017, I enrolled in the coursework and achieved the designation of Certified Financial Planner (CFP). This arduous and in-depth training supports the continued screening and education of financial professionals. It provides a Code of Standards that is unparalleled in the industry and requires financial advisors with these credentials to apply clients' best interests with integrity and competence. In 2022, I earned the designation of Lending Specialist through Morgan Stanley. This designation supports my capabilities in all areas of lending, lines of credit and cash management. I continue to enhance my professional skills so can remain on the cutting edge and be the best possible for my clients.
I hold a Bachelor of Arts Degree from the University of Colorado at Boulder where I graduated with honors. I am currently a Professional Mentor with the University of Colorado Leeds Professional Mentoring Program where 1 serve as a mentor for undergraduate students interested in the fields of finance and accounting. I feel a responsibility to give back to my community and to our future generation of financial professionals.
In my spare time, I love to cook and to be outdoors. I am an avid walker/hiker and spend a lot of time with my companion, Indie, a 50-pound white Labradoodle. I love to waterski, snow ski and am an amateur bird watcher. I have two girls who are grown women now and make me very proud. I love to spend time with friends and family. I am a supporter of our men and women in service and am proud to be an American.
Securities Agent: CO, MD, UT, VI, DC, MO, NV, NY, WY, LA, FL, HI, IA, WI, IL, MN, NJ, TX, PA, VA, WA, AL, OR, SC, GA, ID, IN, MI, NC, AZ, NM, OH, SD, CT, MA, TN, VT, OK, NE, MT, AK, CA; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1285194
CA Insurance License #: 0B34355
NMLS#: 1285194
CA Insurance License #: 0B34355
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheckLink Opens in New Tab.*
Digital Brochure
CFP - Certified Financial Planner
Community Involvement
Served on Board of Directors as Treasurer for Boulder Valley Women's Health Center - 3 years
Lifetime Member of University of Colorado Alumni
Member of American Association of University Women
Member of CU Leeds Professional Mentoring Program
Served on Board for New Begininngs Worshipping Community
Lifetime Member of University of Colorado Alumni
Member of American Association of University Women
Member of CU Leeds Professional Mentoring Program
Served on Board for New Begininngs Worshipping Community
Location
1800 Broadway
Ste 120
Boulder, CO 80302
US
Direct:
(720) 562-6225(720) 562-6225
Fax:
(303) 939-9007(303) 939-9007
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
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
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 Mary C 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.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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 DisclosuresLink Opens in New Tab
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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 DisclosuresLink Opens in New Tab
CRC 6491812 (04/2024)
