Stephen Wright
Sr. Financial Advisor & CERTIFIED FINANCIAL PLANNER™ at MCF
- Role
- Sr Financial Advisor & Certified Financial Plannertm with Mcf at MCF
- Location
- Covington, KY, US
- LinkedIn followers
- 500 followers
About Stephen Wright
Stephen A. Wright, CFP®, CRPC® is a Sr. Financial Advisor at MCF in the Cincinnati /…
Experience
Sr Financial Advisor & Certified Financial Plannertm with Mcf
Feb 2017 — Present
Stephen A. Wright, CFP®, CRPC® is a Sr. Financial Advisor at MCF Advisors in the Cincinnati / Northern Kentucky office. Stephen joined the firm in 2017 and has over 21 years of experience in serving clients by providing comprehensive financial services.Stephen joined Morgan Stanley in 2009 and prior to that spent 10 years at Merrill Lynch in Ft. Mitchell, Kentucky as an Assistant Vice President. In 2005 Stephen achieved the designation of CERTIFIED FINANCIAL PLANNER™ and in 2008, through the College for Financial Planning, earned the Chartered Retirement Planning CounselorSM certification. Stephen graduated from Thomas More University with a Bachelor of Arts degree in Business with an emphasis in Finance. While at Thomas More he studied globalization in Australia. After graduating, Stephen served as the secretary, then president of the Alumni Board of Directors for Thomas More. Currently, Stephen serves on various boards and committees in the community.Stephen lives in Northern Kentucky with his wife, Amy, and their three children.
Skills
- Retirement
- Financial Planning
- Retirement Planning
- Portfolio Management
- Personal Finance
- Finance
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.