Kaleb Wright
Wealth Management Client Associate;CFA level 1 candidate
- Role
- Registered Wealth Management Client Associate at Merrill Lynch
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Kaleb Wright
I bring extensive professional experience across both profit and non-profit institutions, including international experience, and joined Merrill Lynch Wealth Management in 2023.Functioning in the same capacity as a Senior Portfolio Manager, I provide clients with personalized wealth management strategies, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment solutions. Previously an Investment Manager, I gained hands-on experience guiding clients through investment decisions and wealth planning.I am committed to delivering thoughtful, high-quality advice, managing portfolio administration, and building long-term relationships that help clients achieve their financial goals.
Experience
Registered Wealth Management Client Associate
Jun 2024 — Present · Raleigh, NC, US
Bodmer & Associates
Education
Liberty University
Bachelor of Science - BS, Business Administration and Management, Financial Planning
2015 — 2021
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