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David J. Wright (DJ)

David J. Wright (DJ)

Portfolio Manager and Wealth Advisor

David J. Wright (DJ) is a Wealth Advisor and Portfolio Manager for our team. He leads our portfolio management team and is dedicated to finding the best investments for our clients and building their customized portfolios. As a wealth advisor, DJ is passionate about serving our clients across the nation and providing guidance to help them pursue financial freedom.    

He received his Bachelor’s degree from the University of Oregon where he focused on economics and business.  His past experience includes work in the customer service industry and assisting the Chamber of Commerce. As a Eugene, Oregon native, DJ enjoys the outdoors, sports, and spending time with his son. 

DJ is an Investment Advisor Representative and Registered Representative with LPL Financial.  He has his Series 7 and 66 Securities registrations held with LPL Financial, as well as his state Life and Health Insurance licenses.

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