Clifford E. Wright
Financial Advisor
917-386-3057
Email Clifford Wright

As a prior advisor to institutional investors, Cliff is excited to now be focused on high-net-worth families. Cliff started his career at Drexel Burnham Lambert, grew at Merrill Lynch, Citizens & Southern Bank, Nations Bank, and expanded his European Private Equity/Venture Capital background through Global Equities-Paris and CSM-Monaco before coming home to New York City. He discovered his real interest lay in financial planning, wealth management, and providing his clients with safer yet reasonable rates of return on their retirement assets. Cliff concentrates on guaranteed retirement and growth annuities, estate planning insurance, and RIA-managed portfolios. Cliff often utilizes annuities to stabilize a portfolio with guaranteed lifetime income replacing bonds in a portfolio. Presently, Cliff resides in Miami and Manhattan with vacation homes in Maine, Los Angeles, and Europe.