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Margaret Wright Cfa

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Margaret Wright Cfa

Managing Director, Senior Wealth Advisor | Truist Wealth

Atlanta, Georgia, United States

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Margaret Wright Cfa

Summary

Margaret Wright is a seasoned Senior Wealth Advisor at Truist Wealth, where she specializes in providing tailored wealth advisory services to multi-generational families. With a strong foundation in asset management and financial planning, she leverages her extensive experience to advocate for her clients' best interests. Margaret's career began as an auditor with Ernst & Young, where she developed a keen understanding of financial regulations and reporting standards. She later transitioned to investment strategy roles, including her tenure as a Director at EARNEST Partners, where she managed institutional relationships and investment consulting. Margaret holds both the CFA and CAIA designations, underscoring her commitment to excellence in the financial services sector. Her unique blend of skills in finance and leadership positions her as a trusted advisor in wealth management. Outside of her professional life, she is passionate about education and sustainable investment practices.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Consulting Experience

Margaret Wright Cfa

Work Experience

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Managing Director, Senior Wealth Advisor at

Truist Wealth

February 2021 - Present

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Managing Director, Senior Wealth Advisor at

Truist Wealth

January 2021 - Present

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Senior Vice President, Investment Strategist at

Suntrust Private Wealth

June 2015 - January 2021

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Director at

EARNEST Partners

January 2015 - May 2015

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Product Management at

EARNEST Partners

June 2010 - December 2014

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Auditor, Assurance and Advisory Business Services at

EY

June 2006 - May 2010

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Export GA Intern at

Southern Mills

August 2005 - December 2005

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Intern at

Bank Policy Institute

June 2005 - August 2005

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Margaret Wright Cfa

Education

University of Virginia, Masters Of Science

January 2006 - January 2007

Terry College of Business, Bachelor Of Business Administration

January 2002 - January 2006

University of Georgia - Institute for Leadership Advancement, Certificate In Personal And Organizational Leadership

January 2005 - January 2005

the Lovett School

January 1988 - January 2002

GLOBIS

January 2001

Frequently Asked Questions about Margaret Wright Cfa

What is Margaret Wright Cfa email address?

Margaret Wright Cfa's primary email address is ***************@truist.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Margaret Wright Cfa work for?

Margaret Wright Cfa is a Managing Director, Senior Wealth Advisor at Truist Wealth, a company specializing in Monetary Authorities-Central Bank.

Where Margaret Wright Cfa graduated from?

Margaret Wright Cfa holds a degree in Accounting from University of Virginia.

How can I directly contact Margaret Wright Cfa?

To contact Margaret Wright Cfa directly, you can use the email address ***************@truist.com. Complete contact information is available upon registration with Muraena.

Who is Margaret Wright Cfa?

Margaret Wright is a seasoned Senior Wealth Advisor at Truist Wealth, where she specializes in providing tailored wealth advisory services to multi-generational families. With a strong foundation in asset management and financial planning, she leverages her extensive experience to advocate for her clients' best interests. Margaret's career began as an auditor with Ernst & Young, where she developed a keen understanding of financial regulations and reporting standards. She later transitioned to investment strategy roles, including her tenure as a Director at EARNEST Partners, where she managed institutional relationships and investment consulting. Margaret holds both the CFA and CAIA designations, underscoring her commitment to excellence in the financial services sector. Her unique blend of skills in finance and leadership positions her as a trusted advisor in wealth management. Outside of her professional life, she is passionate about education and sustainable investment practices.

Margaret`s contact details

mail

***************@truist.com

Colleagues

Paul Collins

Director, Financial Advisor, Truist Investment Services, Inc., Truist Wealth

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Amanda Harms Ctfa Cfp

Fiduciary Team Lead GA & TN, Senior Vice President

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Frank Fiore

Managing Director, Financial Advisor

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George Boss

Managing Director, Financial Advisor

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Bill Sonnett Cfp

Vice President

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Glenda Burkett

Senior Vice President / Wealth Advisor

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Cfp Brooke West Crc

Managing Director, Financial Advisor, Private Client Group of Truist Investment Services, Inc.

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Steve Holloman

-Managing Director, Senior Wealth Advisor, Truist Wealth

Steven Tinkler

Wealth Fiduciary Managing Director

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Richard Kurlantzick

Vice President, Financial Advisor

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