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Shereen B
CFP®, Series 63, Series 65
Leland, MI
Morgan Stanley
Shereen Boyer is a CFP® practitioner with 34 years of experience in financial services. She is currently with Morgan Stanley and has previously worked at Bank of America and Merrill. She serves on the Endowment Committee of Old Trail School, advising on fundraising strategy. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and scenario modeling, delivering advisory services without individual security recommendations as part of standalone plans.
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