Stephen Wright

About Stephen Wright

I am a Wealth Manager with over 10 years’ experience at CW Advisors in Miami, Florida. I am a CERTIFIED FINANCIAL PLANNER® Professional. I am also a member of the Financial Planning Association of Miami and the ChamberSouth Chamber of Commerce.My favorite things to do for fun are attending concerts, wandering through art museums, enjoying food and wine festivals, watching baseball and hockey games, and relaxing on the beach.I believe that financial planning should be about making the most out of life. The goal should not just be to maximize our money, but to maximize our long-term happiness. So the favorite part of my career is helping clients dream about the kind of lives they would love to have and then sharing in their excitement as we work together to meet those dreams.As a financial planner, my most valuable skill is listening. Of course you need to know how to identify and solve financial planning issues, but what makes a financial planner \"good\" is the ability to listen to what people are really saying. I don\'t just listen to their words but also pay attention to their body language. Too often when planners go into a meeting they do most of the talking, they rush to get through the topics they want to discuss, and therefore they can end up recommending the wrong solution.The postings on this site are my own and do not necessarily reflect the views of CW Advisors. Post comments are turned off per compliance regulations.

Experience

1. Wealth Manager Certified Financial Planner Professional

   Cw Advisors

   May 2021 — Present · Miami, FL, US

Education

• University of West Florida

  Master of Business Administration (MBA.), Finance

  1988 — 1990

• University of Miami

  Executive Certificate in Financial Planning

  2011 — 2012

• University of West Florida

  Bachelor of Arts (B.A.), Finance

  1984 — 1987

Skills

• Life Planning
• Financial Transitions
• Quickbooks
• Widows
• Estate Planning
• Public Speaking
• Writing
• Strategic Financial Planning
• Personal Financial Planning
• Sudden Money
• Microsoft Office
• Social Media
• Holistic Financial Planning
• Retirement Planning