Dan Wright
Senior Vice President/Investments
6152778813
I grew up in Syracuse, New York, where I learned the value of hard work, relationships, and community – principles that continue to guide my practice today.
My career in wealth management began with A.G. Edwards and later Wells Fargo Advisors before joining Stifel in 2016. Throughout my career, I've been committed to helping clients make informed financial decisions through every stage of life, particularly during the transition from earning a paycheck to living confidently in retirement.
Today, as a Senior Vice President/Investments with Stifel, I focus on working with retirees and pre-retirees from the telecommunications industry. Having helped many telecom professionals navigate pension decisions, retirement income planning, investment planning, and wealth transfer strategies, I understand the unique opportunities and challenges they face as they prepare for and move through retirement.
Recently, my family and I relocated to the Franklin, Tennessee area. As Middle Tennessee continues to experience tremendous growth, I’m excited help Stifel expand throughout the region while continuing to serve clients across the country. I also look forward to staying closely connected with clients, family, and friends while enjoying summer time in Skaneateles, New York.
My philosophy is simple: successful wealth management starts with listening. Every client has a unique story, and I believe the best financial strategies are built around understanding the people, goals, and values behind the numbers.
