Registered Client Service Associate
Current
Jul 2019 - Present
AeroLeads people directory · profile
Lilly Wright Email & Phone Number
Truist Wealth * Registered Client Service Associate
at
Truist Wealth
1 work email found
@juno.com
1 phone found area 425
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Truist Wealth * Registered Client Service Associate
Location
New York City Metropolitan Area, United States
Who is Lilly Wright? Overview
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Quick answer
Lilly Wright is listed as Truist Wealth * Registered Client Service Associate at Truist Wealth, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at juno.com, phone signal with area code 425, and a matched LinkedIn profile for Lilly Wright.
Lilly Wright previously worked as Registered Client Service Associate at Truist Wealth and Registered Wealth Management Associate at U.S. Bancorp Investments, Inc.. Lilly Wright holds Bachelor Of Arts, Cum Laude, Managerial Economics from University Of Lynchburg.
Company email context
Email format at Truist Wealth
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{first}{last}@juno.com
86% confidence
AeroLeads found 1 current-domain work email signal for Lilly Wright. Compare company email patterns before reaching out.
Profile bio
About Lilly Wright
Lilly Wright is a Truist Wealth * Registered Client Service Associate at Truist Wealth. She possess expertise in customer service, salesforce, finance, marketing, financial services and 27 more skills.
Listed skills include Customer Service, Salesforce, Finance, Marketing, and 28 others.
Current workplace
Lilly Wright's current company
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4 roles · 39 years
Lilly Wright work experience
A career timeline built from the work history available for this profile.
Registered Wealth Management Associate
Apr 2019 - Jul 2019
Registered Sales Assistant / Licensed Insurance Specialist
Consistently increased sales of life insurance and annuities in my branch through product training, pre-sale preparation, key sales points, product recommendation, client solutions and persistent follow through, allowing Investment Counselors to focus on sales.Arranged ongoing insurance/annuity training for Investment Counselors, including monthly “Lunch and Learn” where wholesalers presented product training and sales ideas. Advised on appropriate product selection and solutions to meet clients needs. Provided all pre- and post-sale administrative support, prepared illustrations, applications and sales kits, verified accuracy and completeness of applications prior to submission and monitored underwriting, funding and issuance, troubleshooting as needed. Sales support to Investment Counselors, entered trades, opened new accounts and processed client paperwork, while delivering excellent customer service. Assisted Branch Operation Manager with operational support and participated in client seminars.
Mar 2016 - Apr 2019
Assistant Vice President, Municpal Bond Analyst
1988 - 1995
~7 yrs
2 education records
Lilly Wright education
Bachelor Of Arts, Cum Laude, Managerial Economics
University Of Lynchburg
Teacher Certification, Graduate School Of Education
University Of Lynchburg
FAQ
Frequently asked questions about Lilly Wright
Quick answers generated from the profile data available on this page.
What company does Lilly Wright work for?
Lilly Wright works for Truist Wealth.
What is Lilly Wright's role at Truist Wealth?
Lilly Wright is listed as Truist Wealth * Registered Client Service Associate at Truist Wealth.
What is Lilly Wright's email address?
AeroLeads has found 1 work email signal at @juno.com for Lilly Wright at Truist Wealth.
What is Lilly Wright's phone number?
AeroLeads has found 1 phone signal(s) with area code 425 for Lilly Wright at Truist Wealth.
Where is Lilly Wright based?
Lilly Wright is based in New York City Metropolitan Area, United States while working with Truist Wealth.
What companies has Lilly Wright worked for?
Lilly Wright has worked for Truist Wealth, U.S. Bancorp Investments, Inc., David Lerner Associates, Inc., and Scott & Stringfellow.
How can I contact Lilly Wright?
You can use AeroLeads to view verified contact signals for Lilly Wright at Truist Wealth, including work email, phone, and LinkedIn data when available.
What schools did Lilly Wright attend?
Lilly Wright holds Bachelor Of Arts, Cum Laude, Managerial Economics from University Of Lynchburg.
What skills is Lilly Wright known for?
Lilly Wright is listed with skills including Customer Service, Salesforce, Finance, Marketing, Financial Services, Customer Satisfaction, Financial Analysis, and Life Insurance.
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