Founder And Ceo
Ascension Legacy Partners
AeroLeads people directory · profile
Jocelyn Wright, Mba, Cfp®, Ricp® Email & Phone Number
Founder and CEO
at
Ascension Legacy Partners
1 work email found
@ascensionwealth.com
20 phones found area 832, 215, 610, 713, 281, 718, 301, and 302
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Ascension Legacy Partners
Role
Founder and CEO
Location
Bala-Cynwyd, Pennsylvania, United States
Who is Jocelyn Wright, Mba, Cfp®, Ricp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jocelyn Wright, Mba, Cfp®, Ricp® is listed as Founder and CEO at Ascension Legacy Partners, based in Bala-Cynwyd, Pennsylvania, United States. AeroLeads shows a work email signal at ascensionwealth.com, phone signal with area code 832, 215, 610, 713, 281, 718, 301, 302, and a matched LinkedIn profile for Jocelyn Wright, Mba, Cfp®, Ricp®.
Jocelyn Wright, Mba, Cfp®, Ricp® previously worked as Managing Partner at Pf Wealth Management Group, Llc and Adjunct Professor at Delaware State University. Jocelyn Wright, Mba, Cfp®, Ricp® holds Mba, Finance from Howard University.
Company email context
Email format at Ascension Legacy Partners
This section adds company-level context without repeating Jocelyn Wright, Mba, Cfp®, Ricp®'s masked contact details.
{first}@ascensionwealth.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jocelyn Wright, Mba, Cfp®, Ricp®. Compare company email patterns before reaching out.
Profile bio
About Jocelyn Wright, Mba, Cfp®, Ricp®
We are in the business of helping our clients meet their financial challenges and build a strong financial foundation. We do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success. Specialties: Comprehensive financial planning including investment portfolio analysis; retirement and education planning; estate and wealth preservation planning; and cash flow and debt management.
Listed skills include Finance, Investments, Retirement, Wealth Management, and 16 others.
Current workplace
Jocelyn Wright, Mba, Cfp®, Ricp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Ascension Legacy Partners
10 roles · 32 years
Jocelyn Wright, Mba, Cfp®, Ricp® work experience
A career timeline built from the work history available for this profile.
Managing Partner
Current
Pf Wealth Management Group, Llc
Jan 2022 - Present
Adjunct Professor
Jan 2022 - Jul 2022
Founder & Ceo
Ascension Wealth Management Llc
Sep 2009 - Dec 2021
State Farm Chair For Women And Financial Services | Assistant Professor Of Women'S Studies
Jul 2014 - Jun 2018
Investment Advisor
First Genesis Financial Group
Feb 2009 - Sep 2009
Financial Advisor
Miles Wealth Management, Llc
May 2007 - Jan 2009
Financial Advisor
Wealth Development Strategies, Llc
Mar 2002 - May 2007
Associate
2000 - 2002
~2 yrs
Executive Assistant
1995 - 1998
~3 yrs
3 education records
Jocelyn Wright, Mba, Cfp®, Ricp® education
Mba, Finance
Howard University
Bs, Finance
Alfred Lerner College Of Business & Economics At University Of Delaware
Education record
Girls High
FAQ
Frequently asked questions about Jocelyn Wright, Mba, Cfp®, Ricp®
Quick answers generated from the profile data available on this page.
What company does Jocelyn Wright, Mba, Cfp®, Ricp® work for?
Jocelyn Wright, Mba, Cfp®, Ricp® works for Ascension Legacy Partners.
What is Jocelyn Wright, Mba, Cfp®, Ricp®'s role at Ascension Legacy Partners?
Jocelyn Wright, Mba, Cfp®, Ricp® is listed as Founder and CEO at Ascension Legacy Partners.
What is Jocelyn Wright, Mba, Cfp®, Ricp®'s email address?
AeroLeads has found 1 work email signal at @ascensionwealth.com for Jocelyn Wright, Mba, Cfp®, Ricp® at Ascension Legacy Partners.
What is Jocelyn Wright, Mba, Cfp®, Ricp®'s phone number?
AeroLeads has found 20 phone signal(s) with area code 832, 215, 610, 713, 281, 718, 301, 302 for Jocelyn Wright, Mba, Cfp®, Ricp® at Ascension Legacy Partners.
Where is Jocelyn Wright, Mba, Cfp®, Ricp® based?
Jocelyn Wright, Mba, Cfp®, Ricp® is based in Bala-Cynwyd, Pennsylvania, United States while working with Ascension Legacy Partners.
What companies has Jocelyn Wright, Mba, Cfp®, Ricp® worked for?
Jocelyn Wright, Mba, Cfp®, Ricp® has worked for Ascension Legacy Partners, Pf Wealth Management Group, Llc, Delaware State University, Ascension Wealth Management Llc, and The American College Of Financial Services.
How can I contact Jocelyn Wright, Mba, Cfp®, Ricp®?
You can use AeroLeads to view verified contact signals for Jocelyn Wright, Mba, Cfp®, Ricp® at Ascension Legacy Partners, including work email, phone, and LinkedIn data when available.
What schools did Jocelyn Wright, Mba, Cfp®, Ricp® attend?
Jocelyn Wright, Mba, Cfp®, Ricp® holds Mba, Finance from Howard University.
What skills is Jocelyn Wright, Mba, Cfp®, Ricp® known for?
Jocelyn Wright, Mba, Cfp®, Ricp® is listed with skills including Finance, Investments, Retirement, Wealth Management, Management, Portfolio Management, Insurance, and Life Insurance.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial