Margaret Wright

Margaret C. Wright, CFA®, CAIA
Managing Director Wealth Advisor Truist Bank

303 Peachtree St NE

31st Floor,

Atlanta, GA 30308-3200

About me

Background

Margaret Wright is a Managing Director and Senior Wealth Advisor at Truist Bank, providing thoughtful and customized wealth advisory services to multi-generational families. As the foremost advocate for her clients, she leads a team of specialists to provide context and implementation of all the resources that Truist Wealth has to offer. Prior to becoming a Wealth Advisor, she was a GenSpring Investment Strategist with Truist, giving her a unique perspective into the investment element of a client’s wealth picture.

Margaret was previously a Director at EARNEST Partners, an Atlanta-based global asset management firm. She managed relationships for large institutions such as public pension plans, corporations, and foundations, in addition to high-net-worth families. Additionally, she served EARNEST Partners’ investment consultant base and mutual fund relationships nationally.

She began her career as an auditor with Ernst & Young in both Atlanta and Washington, D.C., specializing in real estate and financial services engagements, as well as managed special projects to help clients implement International Financial Reporting Standards and Sarbanes-Oxley regulations. Margaret is a Chartered Financial Analyst® (CFA®) charterholder and a Chartered Alternative Investment Analyst (CAIA).

Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

BA
University of Georgia 2002 2006
Masters of Science, Accountancy
University of Virginia 2006 2007

Personal Interests

Margaret is very involved in the Atlanta community where she was born and raised. She resides in Buckhead with her husband and their two children, Emmie and Rhodes.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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About Our Process

My name is Margaret Wright and I'm a Senior Wealth Advisor. I was born and raised in Atlanta, Georgia and serve client families locally and throughout the country. I've been in financial services for more than 15 years. The reason I became a wealth advisor is my passion for serving the individual. The personal approach in establishing a lifelong relationship with my clients is the most rewarding part of what I do. When I was a Portfolio Manager, I focused on the dollars and cents, but being a Wealth Advisor is well beyond that. The balance sheet is the foundation, and my investment experience keeps performance front of mind. However, for generational wealth, it's also about purpose. It's about preparing your loved ones. It's about instilling your values in the next generation. And I'm fortunate to have a team of specialist at Truist to help me address each of these areas for my families. I love what I do. I love sitting next to a family and helping them shape their life and the legacy they want to leave. If you think Truist Wealth can help your family, it would be an honor and a pleasure to serve you.

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