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Keith Wright, Ea, Crc Email & Phone Number

Financial Representative at Wright Financial Services
Location: Raleigh, North Carolina, United States 3 work roles 1 school
1 work email found @wellsfargo.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email k****@wellsfargo.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Wright Financial Services
Role
Financial Representative
Location
Raleigh, North Carolina, United States

Who is Keith Wright, Ea, Crc? Overview

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Quick answer

Keith Wright, Ea, Crc is listed as Financial Representative at Wright Financial Services, based in Raleigh, North Carolina, United States. AeroLeads shows a work email signal at wellsfargo.com and a matched LinkedIn profile for Keith Wright, Ea, Crc.

Keith Wright, Ea, Crc previously worked as Premier Banker at Wells Fargo and Financial Advisor at Questar Capital. Keith Wright, Ea, Crc holds Bachelor Of Art, Finance from Augsburg University.

Company email context

Email format at Wright Financial Services

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*@wellsfargo.com
68% confidence

AeroLeads found 1 current-domain work email signal for Keith Wright, Ea, Crc. Compare company email patterns before reaching out.

Profile bio

About Keith Wright, Ea, Crc

I am full-service financial planning advisor and an Accredited Financial Counselor (AFC). I offer a number of financial products and services to clients to help them plan for their long term goals. I cater to affluent individuals, families, pre-retirees, retirees, and small business owners, designing financial plans specifically tailored to their situations. I provide solutions to clients with College, Business, Retirement, Tax, and Estate Planning issues. As a Certified Retirement Counselor (CRC), I am able to address the concerns and issues clients have regarding Retirement. Also, as an Enrolled Agent (EA) licensed by the IRS, I assist clients with tax issues. I teach clients how to protect and grow their retirement account. It's not too late to plan for your financial future. Start planning for a brighter financial future today.Specialties: Investments, College Funding, Financial Planning, Insurance, Financial Strategies, Financial Analysis, Business Succession Planning, Retirement Income Planning, Retirement Planning, Estate Planning.Securities offered through Questar Capital Corporation (QCC), Member FINRA/SIPC. Advisory Services offered through Questar Asset Management (QAM), a registered investment advisor. Wright Financial Services, LLC is independent of QCC and QAM.

Listed skills include Retirement Planning, Insurance, Fixed Annuities, Retirement, and 46 others.

Current workplace

Keith Wright, Ea, Crc's current company

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Wright Financial Services
Wright Financial Services
Financial Representative
3 roles

Keith Wright, Ea, Crc work experience

A career timeline built from the work history available for this profile.

Financial Representative

Current
Wright Financial Services
  • Marketed mutual funds, annuities, disability, long term care, and life insurance.
  • Provided customize financial plans to help clients achieve their goals.
  • Performed financial reviews for clients to determine if they should sell or hold existing securities.
  • Provided financial plans for college, retirement, business, and estate planning.
  • Obtained new customers by networking, telemarketing, mailing campaigns, seminars, referrals.
  • Managed and trained new employees on various financial products and services.
Dec 2021 - Present

Premier Banker

Wells Fargo

San Francisco, California, US

  • Marketed loans, investments, and other financial products to new and existing customers
  • Advised customers on college, retirement, business, and estate planning issues
  • Performed financial reviews for customers and provided appropriate investment advice
  • Increased new loan sales by providing quality customer service
  • Managed and trained employees on how to market various financial products and services to clients
  • Received top customer service award
Dec 2018 - Dec 2021

Financial Advisor

Questar Capital
  • Marketing mutual funds, stocks, bonds, annuities, life insurance, and loans to retail clients.
  • Provide customize financial plans to help clients achieve their goals.
  • Perform financial reviews and provide recommendations on asset allocations.
  • Provide financial plans that help clients address college, retirement, business and estate needs.
  • Obtain new customers by networking, telemarketing, mailing campaigns, seminars, referrals.
Mar 2009 - Dec 2018
1 education record

Keith Wright, Ea, Crc education

  • Augsburg University
    Augsburg University
    Finance
FAQ

Frequently asked questions about Keith Wright, Ea, Crc

Quick answers generated from the profile data available on this page.

What company does Keith Wright, Ea, Crc work for?

Keith Wright, Ea, Crc works for Wright Financial Services.

What is Keith Wright, Ea, Crc's role at Wright Financial Services?

Keith Wright, Ea, Crc is listed as Financial Representative at Wright Financial Services.

What is Keith Wright, Ea, Crc's email address?

AeroLeads has found 1 work email signal at @wellsfargo.com for Keith Wright, Ea, Crc at Wright Financial Services.

Where is Keith Wright, Ea, Crc based?

Keith Wright, Ea, Crc is based in Raleigh, North Carolina, United States while working with Wright Financial Services.

What companies has Keith Wright, Ea, Crc worked for?

Keith Wright, Ea, Crc has worked for Wright Financial Services, Wells Fargo, and Questar Capital.

How can I contact Keith Wright, Ea, Crc?

You can use AeroLeads to view verified contact signals for Keith Wright, Ea, Crc at Wright Financial Services, including work email, phone, and LinkedIn data when available.

What schools did Keith Wright, Ea, Crc attend?

Keith Wright, Ea, Crc holds Bachelor Of Art, Finance from Augsburg University.

What skills is Keith Wright, Ea, Crc known for?

Keith Wright, Ea, Crc is listed with skills including Retirement Planning, Insurance, Fixed Annuities, Retirement, Investments, Investment Advisory, College Savings Plans, and Customer Service.

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