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David Wright
David Wright, CFP®
Senior Vice President - Wealth Management
Senior Investment Management Consultant
Financial Planning Specialist
1 Citizens Plaza
Providence, RI 02903
tel: 401-276-5977
toll free: 800-556-7757
fax: 401-861-2470
Email Me
Welcome Associations Honors Services Education Experience
Welcome

Our approach to investing is based on our time-tested way of doing business. We offer our clients sound investment counsel based on our research, intellect and hard work. Whether you are beginning a relationship with our firm or broadening an existing one, we think you'll see that we offer unique advantages to you as an investor.
Associations
  • American Institute of Certified Public Accounts
  • Financial Planning Association
  • Prince Henry Society
    Board of Directors
  • The Order of Prince Henry Pilot Class
    Member
  • University of Massachusetts - Dartmouth
    Accounting and Finance Department
    Advisory Council
    North Dartmouth, MA
  • J.H. Schwartz Children's Rehabilitation Center
    Finance Committee
    Board of Directors
  • Massachusetts Society of Certified Public Accountants
    Former Member
  • Bristol County Estate Planning Council
    Former Member
    Fall River, MA
  • Institute of Management Accountants
    Southeast Massachusetts Chapter
    Former President
    New Bedford, MA
  • Country Club of New Bedford
    Former Secretary Treasurer & Chairman - Finance Committee
    North Dartmouth, MA
Honors and Recognitions
  • President's Council
    Smith Barney
  • Century Council
    Smith Barney
Services
  • 529 Plans
  • Asset Management
  • Business Planning
  • Estate Planning
  • Financial Planning
  • Lending Services
  • Long Term Care Insurance
  • Philanthropic Services
  • Qualified Plans
  • Retirement Planning
  • Wealth Management
  • Women and Company®
Education and Licensing
  • Masters of Science in Taxation, 1990
    Bentley College
    Waltham, MA
  • Bachelor of Science - Business Administration, 1983
    Babson College
    Wellesley Hills, MA
  • Certificate in Financial Planning, 2002
    Bryant College
    Smithfield, RI
    CERTIFIED FINANCIAL PLANNER™, 2002
    Providence, RI
  • Financial Planning Specialist Designation
  • Series 7 & 66, 1998
    Providence, RI
    Licensed in Various States
  • Life & Health Insurance, 1998
    Boston, MA
    Licensed in Various States
  • Certified Public Accountant, 1986
    Boston, MA
  • Series 65 - Investment Advisory Agent, 1998
    Providence,RI
    Licensed in Various States
Business Experience
  • 1998 - Present: Morgan Stanley Smith Barney*
    Senior Vice President - Wealth Management
    Senior Investment Management Consultant
    Financial Planning Specialist
    Providence, RI
  • 1992 - 1998: Hoyt Corporation Westport Environmental Systems
    President, Vice President of Finance
    Westport, MA
  • 1983 - 1992: Deloitte and Touche
    Various - Tax Senior Manager
    Audit Manager
    Boston, MA
Bulletin Board
  • Ask me about developing, with you, a free Comprehensive Financial Plan based on your financial goals and objectives, and then implementing a disciplined investment strategy designed to help you achieve those goals.
David Wright is licensed in the following state(s): CA, CT, FL, GA, HI, IL, KY, MA, MD, MI, NC, NH, NJ, NY, PA, RI, SC, TX, VA, VT
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
FEATURED REPORTS

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