Britt Wright Email & Phone Number

Mount Airy, North Carolina, United States

• Managed client accounts for nearly 250 households totaling $115M in assets. • Communicated market developments, portfolio changes and annual performance information to clients. • Adjusted portfolio exposures to compensate for market conditions.• Generated over 8.5 million in net new assets annually from 2013 to 2021. • Exceeded 13 million in net new assets in 2020. • Top 5 in the country in annuity/insurance sales from 2016-2020. (Dressander/Simplicity).• Proficient with Microsoft Office, Black Diamond, Morningstar Analysis, CRM and Redtail..

Mount Airy, North Carolina, United States

• Managed internal systems, executed trades, and managed over $55M in assets. • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives. • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.

Mount Airy, North Carolina, United States

• Kept client financial plans optimized for current market trends and economic conditions.• Helped individuals and families build and execute wealth management strategies based on unique goals and objectives. • Assisted clients in making beneficial and strategic decisions regarding investments and referred clients to private banking for all their specialized banking needs.

King, Nc

• Started first Edward Jones branch office in King, NC. Expanded to over $50M in client assets by going door to door, handling basic inquiries and providing information regarding firm. • Managed $50M in client investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term as well as short-term investment goals to devise personalized financial plan. • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.

Mount Airy, North Carolina, United States

• Promoted financial products by maintaining excellent service offering knowledge. • Maximized revenue through improved sales techniques and branch productivity. • Worked closely with management to strategize sales techniques to increase branch production and customer service. • Increased branch mortgage lending by 130%.