Stephen Wright, CFP® is a seasoned Wealth Manager and CERTIFIED FINANCIAL PLANNER (TM) Professional with extensive experience in the financial advisory field. Currently serving at CW Advisors since May 2021, Stephen previously held a similar role at Pinnacle Advisory Group from March 2012 to April 2021. Stephen holds a Master of Business Administration (MBA) in Finance from the University of West Florida and a Bachelor of Arts (B.A.) in Finance from the same institution. Additionally, Stephen pursued further education at the University of Miami in 2011-2012.
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Miami, United States
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