Mark Sherwood

Background

About Mark Sherwood

Mark Sherwood has been advising individuals and families in Grand Rapids for over 15 years. He, along with his wife and Financial Advisor, Saralyn Coupe, serve the wealth management needs of their clients together as Sherwood & Coupe Wealth Management at Morgan Stanley. We work with clients to create a unique financial plan for each one of them that addresses their personal goals and aspirations; these goals may include retirement and income planning, philanthropic planning and next-generation planning. The financial plan then serves as the framework for recommendations regarding investment decisions, portfolio allocation and solutions specific to each client’s customized plan. We believe that successful client relationships go beyond providing information, ideas and strategies. We are committed to building relationships based upon service, objectivity and accountability. Mark has earned the Certified Investment Management Analyst™ designation through IMCA and Wharton Executive Education. He has an MBA from the University of Michigan Ross School of Business and a BA from Albion College. Mark has over 25 years experience in the financial services industry previously working in institutional capital markets, investment banking and private banking in both Chicago and New York. Licenses: Series 7, 63, 65, Insurance, Life and Health