Saralyn  Coupe,  CFP<sup>&reg;</sup> - Financial Advisor

Saralyn Coupe, CFP®

CPWA®

Vice President

Sherwood & Coupe Wealth Management at Morgan Stanley

171 Monroe Ave NW, Suite 800
Grand Rapids, MI 49503
FINANCIAL ADVISOR'S WEBSITE
(866) 247-3830
(616) 771-6015

General

Saralyn Coupe is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sherwood & Coupe Wealth Management at Morgan Stanley in Grand Rapids, MI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CPWA(R) / MBA, Northwestern University

Insurance Licenses

  • Life insurance: FL,MI,OH
  • Health/disability insurance
  • Fixed annuities: FL,MI,OH
  • Variable annuities: FL,MI,OH

Broker-Dealer Affiliation

Morgan Stanley Smith Barney

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Women's Finances

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