Partner
Current
Jun 2024 - Present
AeroLeads people directory · profile
Edward J. Wright Email & Phone Number
Speaker/Partner I help retirees and pre-retirees protect against long-term care costs, minimize taxes, fees, and market risks in retirement by providing a personalized Roadmap for Retirement℠.
at
Golden Reserve
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Speaker/Partner I help retirees and pre-retirees protect against long-term care costs, minimize taxes, fees, and market risks in retirement by providing a personalized Roadmap for Retirement℠.
Location
Bellbrook, Ohio, United States
Company size
Who is Edward J. Wright? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Edward J. Wright is listed as Speaker/Partner I help retirees and pre-retirees protect against long-term care costs, minimize taxes, fees, and market risks in retirement by providing a personalized Roadmap for Retirement℠. at Golden Reserve, a with 15 employees, based in Bellbrook, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Edward J. Wright.
Edward J. Wright previously worked as Partner at Golden Reserve and Senior Retirement Planner at Golden Reserve. Edward J. Wright holds Bachelors Of Science, Business; Finance, Investment from Wright State University.
Company email context
Email format at Golden Reserve
This section adds company-level context without repeating Edward J. Wright's masked contact details.
Golden Reserve
Review company-level records connected to Edward J. Wright before choosing the right outreach path.
Profile bio
About Edward J. Wright
Edward Wright is a Partner of Golden Reserve helping guide and protect pre-retirees and retirees THROUGH retirement. His expertise lies in helping individuals identify their primary risks in retirement and structuring a process to protect against long-term care costs, minimize taxes, fees, and market risks in retirement by providing a personalized Roadmap for Retirement℠►►► Are you retiring soon or already retired and concerned about how you will navigate retirement?Golden Reserve thinks about life and investments a lot like climbing Mt. Everest. And just like Everest, a large number of retirees are well equipped to get up the mountain and successfully make it to retirement!Now that you have made it to retirement you have to think about getting down and it can be harder.Have you thought about the following:►When you take money out of your 401ks and IRAs, do you have a plan for paying the taxes?►Do you plan to follow Uncle Sam's plan for your IRAs and 401ks so he can get a large portion of it?►Do you know exactly what you are paying your advisor?►Do you know exactly what you are paying your investment managers in addition to your advisor?►Have you recently assessed your portfolio to see how it would perform if we were to face another market downturn such as the one from 2008? ►Do you have a plan for long term care costs that will protect your assets from the government and the nursing home?►Do you know when you can retire or how much money you would need to retire comfortably to maintain your lifestyle and actually enjoy retirement?These are some of the many questions that I can help you solve.Avoid this: “Working hard your whole life, building a great nest egg, but risking everything due to lack of proper planning…”If you need help with this, feel free to reach out at ed.wright@goldenreserve.com.
Current workplace
Edward J. Wright's current company
Company context helps verify the profile and gives searchers a useful next step.
Golden Reserve
10 roles
Edward J. Wright work experience
A career timeline built from the work history available for this profile.
Senior Retirement Planner
May 2023 - Jun 2024
Wealth Advisor And Retirement Plan Consultant
Nov 2017 - May 2023
Client Associate
- Help clients plan for retirement- Prepare analysis of current holdings and make recommendations- Report performance returns to multiple databases
Feb 2015 - Nov 2017
Realtor
Keller Williams Advantage Real Estate
Provide client-centric services to both buyers and sellers.Answer my phone, return emails and return calls in a timely manner.Provide educated research coupled with above average service to give excellent results.
Apr 2013 - Feb 2015
Owner
Wright Up Your Alley, Llc
Co-founder of LLC to provide Real Estate services and property investment. Record transactions in Quickbooks 2010, Prepare Financial reports, Handle Mail receiving & forwarding, complete other office dutiesWorked independently in general construction & remodeling
Jan 2011 - Feb 2015
Assistant Property Manager/Realtor
Vic Green Realty Delray Property Management
Started in May 20122, assisting with daily operations in management of approximately 150 units, ranging from single family homes, duplexes to small rental communities.Excel in renting vacancies to the qualified renter using the newest software and technology.Led software transition in September 2012 from Quicbooks to Appfolio Property Manager.Helped market and attract new clients, resulting in growth of up to approximately 280 units as of year end 2012.
May 2012 - Mar 2013
Office Manager
Whitaker Properties Llc
Record transactions in Quickbooks OnlineMake payments in both Quickbooks in AppfolioMonthly reporting duties for owners and property managerConverted business from desktop to online versionExtensive leasing and property management duties for approximately 250 units
Aug 2011 - Jun 2012
Trader/Research Analyst
C.H. Dean Inc
Combined client data from various sources into Excel to analyze current asset allocation and provide recommendations Completed daily operational duties to keep accounting and trading systems functionalPrepared quarterly reports, quarterly write-ups, and monthly reconciliation while instituting a schedule for these items to increase efficiencyPivoted between projects instantly with ease in order to meet short deadlines and ad hoc requestsAssisted in streamlining multiple positions and departments into one to increase efficiency and reduce costsServiced clients to institute plans and solve problemsPrepared and presented investment proposals for clients with detailed analytics Executed equity, mutual fund, and fixed income trades in clients accounts in fast paced environment via telephone, internet and trading software
Jun 2008 - Mar 2011
Student Trainee
Provide assistance to professors as an student office worker. Tutored undergraduates in Financial courses.
Sep 2007 - Jun 2008
Team & coworkers
Colleagues at Golden Reserve
Other employees you can reach at goldenreserve.com. View company contacts for 15 employees →
SO
Sarah Otto
Colleague at Golden ReserveHamilton, Ohio, United States
View →
KS
Kelsey Snyder
Colleague at Golden ReserveFindlay, Ohio, United States
View →
BK
Brianna Keeler
Colleague at Golden ReserveFindlay, Ohio, United States
View →
MB
Matthew Barnes
Colleague at Golden ReserveColumbus, Ohio, United States
View →
JG
Jeremy Grubbs
Colleague at Golden ReserveDublin, Ohio, United States
View →
JR
John R. Forloine, Cfp®
Colleague at Golden ReserveColumbus, Ohio, United States
View →
MW
Mckayla Walton
Colleague at Golden ReserveWilloughby, Ohio, United States
View →
AS
Aaron Schecter
Colleague at Golden ReserveTwinsburg, Ohio, United States
View →
KZ
Katarina Zaboura
Colleague at Golden ReserveGreater Cleveland, United States
View →
MP
Macey Phillips
Colleague at Golden ReserveBellefontaine, Ohio, United States
View →
Sarah Otto
Colleague at Golden ReserveHamilton, Ohio, United States
View →
KS
Kelsey Snyder
Colleague at Golden ReserveFindlay, Ohio, United States
View →
BK
Brianna Keeler
Colleague at Golden ReserveFindlay, Ohio, United States
View →
MB
Matthew Barnes
Colleague at Golden ReserveColumbus, Ohio, United States
View →
JG
Jeremy Grubbs
Colleague at Golden ReserveDublin, Ohio, United States
View →
JR
John R. Forloine, Cfp®
Colleague at Golden ReserveColumbus, Ohio, United States
View →
MW
Mckayla Walton
Colleague at Golden ReserveWilloughby, Ohio, United States
View →
AS
Aaron Schecter
Colleague at Golden ReserveTwinsburg, Ohio, United States
View →
KZ
Katarina Zaboura
Colleague at Golden ReserveGreater Cleveland, United States
View →
MP
Macey Phillips
Colleague at Golden ReserveBellefontaine, Ohio, United States
View →
1 education record
Edward J. Wright education
FAQ
Frequently asked questions about Edward J. Wright
Quick answers generated from the profile data available on this page.
What company does Edward J. Wright work for?
Edward J. Wright works for Golden Reserve.
What is Edward J. Wright's role at Golden Reserve?
Edward J. Wright is listed as Speaker/Partner I help retirees and pre-retirees protect against long-term care costs, minimize taxes, fees, and market risks in retirement by providing a personalized Roadmap for Retirement℠. at Golden Reserve.
Where is Edward J. Wright based?
Edward J. Wright is based in Bellbrook, Ohio, United States while working with Golden Reserve.
What companies has Edward J. Wright worked for?
Edward J. Wright has worked for Golden Reserve, C.H. Dean, Llc, Keller Williams Advantage Real Estate, Wright Up Your Alley, Llc, and Vic Green Realty Delray Property Management.
Who are Edward J. Wright's colleagues at Golden Reserve?
Edward J. Wright's colleagues at Golden Reserve include Sarah Otto, Kelsey Snyder, Brianna Keeler, Matthew Barnes, and Jeremy Grubbs.
How can I contact Edward J. Wright?
You can use AeroLeads to view verified contact signals for Edward J. Wright at Golden Reserve, including work email, phone, and LinkedIn data when available.
What schools did Edward J. Wright attend?
Edward J. Wright holds Bachelors Of Science, Business; Finance, Investment from Wright State University.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Edward J. Wright you were looking for.
View similar profiles
