Maurice Wright, Cepa®

Maurice Wright, Cepa® Email and Phone Number

Financial Advisor Helping Information Technology Professionals Plan for Retirement. @ Edward Jones
Maurice Wright, Cepa®'s Location
Los Angeles Metropolitan Area, United States, United States
Maurice Wright, Cepa®'s Contact Details

Maurice Wright, Cepa® work email

Maurice Wright, Cepa® personal email

n/a
About Maurice Wright, Cepa®

As a financial advisor with Edward Jones, I work with IT professionals, 401(k) plan administrators, and families to create custom strategies to help reach their financial goals. Let’s connect and see what value we can add./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Maurice Wright, Cepa®'s Current Company Details
Edward Jones

Edward Jones

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Financial Advisor Helping Information Technology Professionals Plan for Retirement.
Maurice Wright, Cepa® Work Experience Details
  • Edward Jones
    Financial Advisor
    Edward Jones Feb 2024 - Present
    St. Louis, Mo, Us
    Helps clients' create personalized financial strategies tailored to their individual goals. Focusing on educating and empowering clients to make informed decisions for their long term financial success.
    View
  • Prudential Financial
    Financial Advisor
    Prudential Financial Sep 2017 - Feb 2024
    Newark, New Jersey, Us
    • Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs• Develops customized ideas and solutions for each client• Specializes in helping clients meet their protection needs through a variety of insurance products
    View
  • New York Life Insurance Company
    Licensed Insurance Agent
    New York Life Insurance Company Jun 2016 - Jul 2017
    New York, New York, Us
    Agent licensed to sell life insurance through New York Life Insurance Company.
    View
  • Us Army
    Armor Crewman
    Us Army Jan 2000 - Jan 2003
    Arlington, Virginia, Us
    Honorably Discharged
    View

Maurice Wright, Cepa® Skills

Leadership Estate Planning Team Building Sales Process Whole Life Insurance Retirement Planning Account Management Sales Sales Operations Customer Satisfaction Investments Negotiation Team Leadership Lead Generation Multi Generational Planning Strategic Planning Income Protection Casting Sales Management Life Insurance Direct Sales Microsoft Office Charitable Giving Operations Management Entrepreneurship Real Estate Marketing Customer Service Contract Negotiation Protection Planning Long Term Care Insurance Management Project Management Term Life Insurance Sales Presentations Business Insurance Planning Loans Annuity Sales Supplements To Employee Benefits Selling

Maurice Wright, Cepa® Education Details

  • California State University, Los Angeles
    California State University, Los Angeles
    Finance

Frequently Asked Questions about Maurice Wright, Cepa®

What company does Maurice Wright, Cepa® work for?

Maurice Wright, Cepa® works for Edward Jones

What is Maurice Wright, Cepa®'s role at the current company?

Maurice Wright, Cepa®'s current role is Financial Advisor Helping Information Technology Professionals Plan for Retirement..

What is Maurice Wright, Cepa®'s email address?

Maurice Wright, Cepa®'s email address is ma****@****ial.com

What schools did Maurice Wright, Cepa® attend?

Maurice Wright, Cepa® attended California State University, Los Angeles.

What are some of Maurice Wright, Cepa®'s interests?

Maurice Wright, Cepa® has interest in Professional Networking, New Technology, Children, Investing, Songwriting, Education, Environment, Poverty Alleviation, Music Production, Sports.

What skills is Maurice Wright, Cepa® known for?

Maurice Wright, Cepa® has skills like Leadership, Estate Planning, Team Building, Sales Process, Whole Life Insurance, Retirement Planning, Account Management, Sales, Sales Operations, Customer Satisfaction, Investments, Negotiation.

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