Vivian M. Wright

Vivian M. Wright Email and Phone Number

President, Common Sense Solutions, Inc. @ Common Sense Solutions, Inc.
atlanta, georgia, united states
Vivian M. Wright's Location
Atlanta Metropolitan Area, United States
Vivian M. Wright's Contact Details

Vivian M. Wright personal email

n/a

Vivian M. Wright phone numbers

About Vivian M. Wright

Estate Settlement; Trust Administration; Family Office Administration. Provide expert guidance to families and individuals experiencing the complexities of fiduciary responsibilities. Serve as Executor and Trustee in select situations. Provide back office and administrative services to Family Offices.Financial Concierge services include organizing financial and personal documents, coordinating bill pay and cash flow managment as well as facilitating goals among our client's other professionals. Maintain a sophisticated system of monitoring activity to avoid Identity Theft.Senior Living Transitions - Project based services include compiling financial and medical information to identiy best fit of living arrangements. Coordination of other service providers such moving companies, caregiving agencies, banking, investment advisors, trust officers, realtors, and attorneys. High level of efficiency delivered with compassion.Specialties: Estate Settlement, Family Office Administration, Cash Flow Analyst, Financial Concierge

Vivian M. Wright's Current Company Details
Common Sense Solutions, Inc.

Common Sense Solutions, Inc.

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President, Common Sense Solutions, Inc.
atlanta, georgia, united states
Website:
comsense.biz
Employees:
6
Vivian M. Wright Work Experience Details
  • Common Sense Solutions, Inc.
    President, Owner
    Common Sense Solutions, Inc. Mar 2001 - Present
    711 Cosmopolitan Dr., Ne Ste 713, Atlanta, Ga 30323
    FINANCIAL CONCIERGE: We manage the cash flow from well to do families and individuals by managing income/expenses, integrating their other professionals in the investment, legal, tax, real estate, insurance and other areas to provide a seemless service tailor made for their particular situation. We perform our work in the client's home, if desired, with particular emphasis on personalized service.
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  • Common Sense Solutions, Inc.
    President/Ceo
    Common Sense Solutions, Inc. Mar 2001 - Present
    Provide cash flow management to high end individuals and families, busy professionals, active retirees which may include paying bills, reconciling financial statements, compiling information for Personal Financial Statements. Consult on financial management issues for life changes, including 1031 exchange coordination, estate planning facilitation, research facilities for retirement living and estate settlement services. Trustee and other specialized fiduciary services are considered on a case by case basis.
  • American Association Of Daily Money Managers
    Board Member
    American Association Of Daily Money Managers Dec 2008 - Dec 2014
    Association ProfileThe American Association of Daily Money Managers (AADMM) is a membership organization comprised of individuals who provide daily money management services directly to their own clients. The AADMM is committed to promoting high standards of client services provided by members, and to supporting the growth of the daily money management industry, in numbers of providers, in recognition of the field, and in the quality of services provided. MissionMeet the public (or community) need for daily money management services in an ethical manner by providing information and education to members, and developing a network of dedicated professionals.
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  • Lifespan Resources
    Board Member
    Lifespan Resources Jan 2013 - Dec 2013
    Greater Atlanta Area
    As a nonprofit, volunteer organization, LIFESPAN Resources strives to enable independent living as long as possible, and to provide opportunities for retired persons to use their knowledge, skills and experience through life-enriching programs and other services.Since our organization in 1981 as North Atlanta Senior Services (NASS), a consortium of northside churches, an area synagogue, and various community service organizations and businesses have sponsored our programs. LIFESPAN relies on individual donations of time and financial support from the community it serves.
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  • Mens Health And Wellness Center
    Board Member
    Mens Health And Wellness Center 2008 - 2009
    We helped educate, support and encourage healthy lifestyle changes that affect health. Co Chairman of MHW Expo at St. Joseph Hospital; Accomplished stellar donor contributions; participated in lectures; provided guidance to those recently diagnosed with cancer and their spouses; Designed and published a Surgery Checklist for Prostate Cancer Spouses and Significant Others
  • Wealth Management Divisions Major Atlanta Banks
    Trust Tax Analyst, Trust Officer, Estate Settlement Officer, Capital Management Consultant
    Wealth Management Divisions Major Atlanta Banks Sep 1981 - Jul 2001
    Prepared fiduciary, tax exempt, employer and estate tax returns in the Trust Tax Division of Wachovia (now Wells Fargo), Administrative Trust Officer, Wachovia, Trust Officer, Bank of America (then NationsBank), Assistant Vice President, SunTrust Wealth Management Division, Business Development Officer, SouthTrust (now Wells Fargo) and Capital Management Consultant at First Union (now Wells Fargo).
  • Suntrust Bank
    Asst Vice President
    Suntrust Bank 1994 - 1998
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  • Suntrust Banks, Inc
    Avp Trust Officer
    Suntrust Banks, Inc 1993 - 1998
    Worked with beneficiaries of trusts and estates to provide distributions in line with the governing document. Conceived and created a cash flow model; ; accelerated discretionary requests;settled estates, participated in estate planning for clients.
  • Us Trust, Bank Of America Private Wealth Management
    Trust Officer
    Us Trust, Bank Of America Private Wealth Management 1993 - 1994

Vivian M. Wright Skills

Estate Planning Wealth Management Investments Estate Tax Planning Investment Management Finance Tax Small Business Real Estate High Net Worth Individuals Trusts Management Cash Flow Financial Planning Tax Preparation Retirement Personal Finance Financial Planners Cash Management Financial Analysis Accounting Business Development Nonprofits Wealth Tax Accounting Income Tax Wealth Management Services Trust Services Cash Flow Management Estate Settlement Quickbooks Business Planning Bookkeeping Payroll Financial Services Financial Statements Asset Management Forensic Accounting Business Public Speaking

Vivian M. Wright Education Details

Frequently Asked Questions about Vivian M. Wright

What company does Vivian M. Wright work for?

Vivian M. Wright works for Common Sense Solutions, Inc.

What is Vivian M. Wright's role at the current company?

Vivian M. Wright's current role is President, Common Sense Solutions, Inc..

What is Vivian M. Wright's email address?

Vivian M. Wright's email address is vw****@****nse.biz

What is Vivian M. Wright's direct phone number?

Vivian M. Wright's direct phone number is +140499*****

What schools did Vivian M. Wright attend?

Vivian M. Wright attended Northwestern University, Georgia State University - J. Mack Robinson College Of Business, Carrollton High School.

What skills is Vivian M. Wright known for?

Vivian M. Wright has skills like Estate Planning, Wealth Management, Investments, Estate Tax Planning, Investment Management, Finance, Tax, Small Business, Real Estate, High Net Worth Individuals, Trusts, Management.

Who are Vivian M. Wright's colleagues?

Vivian M. Wright's colleagues are Laurie Mitchell, Phillip Price, Andy Raper.

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