Charlie Trey Wright

About Charlie Trey Wright

I\'m a Husband and a Dad and my girls make the world spin! I love golf and the Cowboys, but they don\'t love me back. Let\'s go Rangers and Stars! Financial and Investment advising are my talents but my passion is helping my clients feel the confidence in their financial future that they deserve.I help make the complex clear. If I can\'t do that, I am not doing my job. I want my clients to have peace of mind, assured in their path forward.I am a RETIREMENT INCOME CERTIFIED PROFESSIONAL™, but more than that, I am a problem solver and I listen more than I speak. Most of my clients are working through major transitions such as job changes, inheriting wealth or most likely retirement planning. I work with my clients on developing and working a solid road map with honesty and easy to understand advice.Outside of work, other than being a family man, I\'m a fierce bogey golfer, avid sports nut who is always searching for knowledge or better ways of doing things. My community activities are church, Journey to Dream, the Alzheimer\'s Association and Carter Bloodcare Center.My branch office administrator, Kelly McSweeney, has lived in the DFW area her entire life. Her first and only job had been with Starbucks where she worked for 15 years. While working there full time, she was able to graduate from Arizona State with a degree in psychology. When she is not working, she enjoys country dancing as well as teaching a beginner\'s two-step and west coast swing class.I\'m obsessed with turning financial stress into strategy. If you want a real conversation and not a sales pitch, I\'m here for instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   Jun 2018 — Present · Lewisville, TX, US

Education

• Angelo State University

  Bachelor of Business Administration (B.B.A.), Accounting

  1983 — 1986