portrait of Angela N Wright
FINANCIAL ADVISOR
New Client Waitlist
Serving clients with $1,000,000
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About Angela

In 2002, I began my career in financial services after earning a BA in finance at Stetson University. I continued on to earn an MBA at the University of South Florida, as well as the CFP® certification, and the Certified Investment Management Analyst® and Chartered Advisor in Philanthropy® designations.

Once we understand what’s important to you, we use an established process to help you put all the financial pieces of the puzzle together as your life unfolds and your needs change. We stay true to a philosophy centered on financial independence and we use a personalized strategy that is designed to...

Focus Areas

  • Divorce Finances
  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Charitable Giving
  • Estate & Legacy Strategies

Work History

  • Edward JonesJanuary 2011 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CIMA®

    Certified Investment Management Analyst®
  • CAP®

    Chartered Advisor in Philanthropy®

Education

  • Univ of South FloridaMaster of Business Admin
  • Stetson UniversityBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Personal Fitness
  • Traveling
  • Fishing

Team Members

  • Susan Ruggiero
    Sr. Branch Office Administrator
  • Kate Reuter
    Associate Financial Advisor

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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