Maureen D Wright

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2017 → 06/2019
  Huber Financial Advisors, Llc
  Linclolnshire, IL
• 11/2015 → 09/2017
  Huber Financial Advisors, Llc.
  Lincolnshire, IL
• 06/2019 → 04/2020
  Huber Financial Advisors, Llc.
  Lincolnshire, IL
• 02/2020 → 07/2020
  Savant Capital Management
  Rockford, IL
• 07/2020 → 07/2022
  Savant Wealth Management
  Rockford, IL
• 05/2023 → 08/2023
  Morgan Stanley Smith Barney Llc
  Oak Brook, IL
• 07/2022 → 05/2023
  Savant Wealth Management
  Rockford, IL
• 08/2023 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 08/2023 → Present
  Morgan Stanley Smith Barney Llc
  Oak Brook, IL

Previous Registrations

• 2020-02-20 → 2022-08-01
  Savant Wealth Management
  Chicago, IL
  Lincolnshire, IL
  Rockford, IL
• 2017-03-03 → 2020-08-02
  Huber Financial
  Lincolnshire, IL

Exams

• S66 Uniform Combined State Law Examination
  2023-07-06

Designations

• Certified Financial Planner

Other Names

• Maureen Elizabeth Doyle
• Maureen Doyle Wright