Keith Wright, Ea, Crc

Keith Wright, Ea, Crc Email and Phone Number

Financial Advisor at Questar Capital @
Keith Wright, Ea, Crc's Location
Raleigh, North Carolina, United States, United States
Keith Wright, Ea, Crc's Contact Details

Keith Wright, Ea, Crc work email

Keith Wright, Ea, Crc personal email

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.

Keith Wright, Ea, Crc's Current Company Details
Wright Financial Services

Wright Financial Services

Financial Advisor at Questar Capital
Keith Wright, Ea, Crc Work Experience Details
  • Wright Financial Services
    Financial Representative
    Wright Financial Services Dec 2021 - Present
    • 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.• Increased customer base by providing quality customer service.
  • Wells Fargo
    Premier Banker
    Wells Fargo Dec 2018 - Dec 2021
    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
    View
  • Questar Capital
    Financial Advisor
    Questar Capital Mar 2009 - Dec 2018
    • 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.

Keith Wright, Ea, Crc Skills

Retirement Planning Insurance Fixed Annuities Retirement Investments Investment Advisory College Savings Plans Customer Service Business Planning Financial Planning Financial Analysis Investment Strategies Income Protection Fixed Income Estate Tax Planning Life Insurance Mutual Funds Estate Planning Customer Relations Retirement Income Strategies Financial Management Detailed Analysis Direct Marketing Marketing Strategy Risk Management Consultative Selling Solution Selling Value Proposition Life Cycle Assessment Team Leadership Teamwork People Skills Internal Communications Public Relations Management Consulting Marketing Communications Telemarketing Direct Sales Direct Mail Business Management New Business Development Sales Management Tax Preparation Tax Returns Tax Advisory Personal Tax Planning Business Tax Planning Inheritance Tax Planning Long Term Care Disability Insurance

Keith Wright, Ea, Crc Education Details

  • Augsburg University
    Augsburg University
    Finance

Frequently Asked Questions about Keith Wright, Ea, Crc

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 the current company?

Keith Wright, Ea, Crc's current role is Financial Advisor at Questar Capital.

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

Keith Wright, Ea, Crc's email address is ke****@****rgo.com

What schools did Keith Wright, Ea, Crc attend?

Keith Wright, Ea, Crc attended Augsburg University.

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

Keith Wright, Ea, Crc has skills like Retirement Planning, Insurance, Fixed Annuities, Retirement, Investments, Investment Advisory, College Savings Plans, Customer Service, Business Planning, Financial Planning, Financial Analysis, Investment Strategies.

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