Edward J. Wright, CFP®

Wealth Advisor and Retirement Plan Consultant

About Edward J. Wright, CFP®

As a wealth advisor, Ed provides retirement planning and wealth accumulation strategies for C.H. Dean clients. He also conducts portfolio reviews and investment discussions with clients to help them understand how they are progressing in achieving their desired goals.

In his capacity as a retirement plan consultant, Ed educates 401(k) plan participants about plan features and investment options. He provides investment guidance for fund selection, strategies for increasing plan contributions, and general service.

Ed began his career as an intern at Dean while attending college. He joined the firm as a full-time employee in 2008 where he initially participated in the firm’s investment consulting group. He then became a trader and member of the portfolio administration team. Ed was also involved in implementing a new software platform to streamline firm operations.

Ed is a graduate of Wright State University, where he studied finance and investments. Outside of work he enjoys camping and acting as a crew chief for hot air balloon teams.

It is especially rewarding for me to help our wealth management clients and retirement plan participants improve their retirement savings and gain confidence that they will achieve their longer-term goals.