David M. Wright
David M. Wright, CLU, ChFC is a 30 year veteran in the financial services industry, working with families, individuals and businesses, in many different financial areas. He is Series 65 licensed, and is an Investment Advisor Representative with Sound Income Strategies, LLC, an SEC Registered Investment Advisor located in Ft. Lauderdale, FL. As a pre and post retirement advisor, he has helped hundreds of people maximize the utility of their money with non-stock market, income generating financial products. David currently resides in Sylvania, Ohio with his wife Marcia. He has 2 sons and 2 beautiful grandchildren, Olivia and Jacob. In his downtime, he enjoys singing at his church, playing golf, and relaxing with his family.
Matthew D. Wright
Licensed Insurance Representative
Matthew D. Wright is the son of David Wright and is no stranger to the financial planning business. He graduated from the University of Toledo with a Bachelors Degree in Business of Applied Technology. Matthew earned his Associates Degree in Liberal Arts at Palm Beach State University in South FL. Matthew has been working with Dave for over 7 years now as a Licensed Insurance Representative. He has also worked with various financial institutions in South Florida. Matthew is married to his wife Ana. Together they have 2 beautiful children, Olivia and Jacob.
Ana M. Wright
Ana M. Wright, wife of Matthew Wright, is a native to Lima, Peru and has lived in South Florida and Toledo, Ohio for the past decade. She graduated from Tecsup University (Lima, Peru) with a degree in Electronics, and gained her IT & as well as a Marketing degree from ITT Technical Institute in Florida. She worked many years for an Electronics Manufacturing & Distribution company in South Florida and was a valuable member of their IT and Sales team. She enjoys working with clients in the area of customer service and creating the WOW experience for our clients.
Michele Swartz, a resident of Perrysburg, Ohio is married and has a daughter who lives in Canton, OH. She has been Dave’s Administrative Assistant for 21 years and has been a valuable, experienced member of Wright Financial Group. She handles client services and new business operations on a daily basis and is well known and respected by David’s clients.
A brief description.