Saralyn Coupe, CFP®, CPWA® in

Saralyn Coupe, CFP®, CPWA®

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Vice President, Financial Advisor- Sherwood & Coupe Wealth Management at Morgan Stanley
📍 Grand Rapids Metropolitan Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
29 Years
Current Role
Vice President, Financial Advisor- Sherwood & Coupe Wealth Management
Job Level
Senior
Location
Grand Rapids Metropolitan Area, United States
Personality Overview

How Saralyn shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Saralyn cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

2-2012
Vice President, Financial Advisor- Sherwood & Coupe Wealth Management
Morgan Stanley
9-2002 - 2-2012
Vice President, Financial Advisor- Sherwood & Coupe Wealth Management
UBS
6-1994 - 4-2001
Director, Investment Banking Group
Merrill Lynch
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1991 - 1994
MBA
Northwestern University - Kellogg School of Management
1987 - 1991
BA
Albion College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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