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Margaret Wright Cfa
Margaret Wright Cfa
Managing Director, Senior Wealth Advisor | Truist Wealth
Atlanta, Georgia, United States
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.
Margaret Wright Cfa
Work Experience
Managing Director, Senior Wealth Advisor at
Truist Wealth
February 2021 - Present
Managing Director, Senior Wealth Advisor at
Truist Wealth
January 2021 - Present
Senior Vice President, Investment Strategist at
Suntrust Private Wealth
June 2015 - January 2021
Director at
EARNEST Partners
January 2015 - May 2015
Product Management at
EARNEST Partners
June 2010 - December 2014
Auditor, Assurance and Advisory Business Services at
EY
June 2006 - May 2010
Export GA Intern at
Southern Mills
August 2005 - December 2005
Intern at
Bank Policy Institute
June 2005 - August 2005
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
***************@truist.com
Colleagues
Director, Financial Advisor, Truist Investment Services, Inc., Truist Wealth
Fiduciary Team Lead GA & TN, Senior Vice President
Managing Director, Financial Advisor
Managing Director, Financial Advisor
Vice President
Senior Vice President / Wealth Advisor
Managing Director, Financial Advisor, Private Client Group of Truist Investment Services, Inc.
-Managing Director, Senior Wealth Advisor, Truist Wealth
Wealth Fiduciary Managing Director
Vice President, Financial Advisor