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Robert Wright
Robert Wright, CFP®, serves as a Financial Advisor at Advocacy Wealth Management with over a decade of experience in the financial planning and services industry. Robert works directly with Settlement Planners and families to develop comprehensive financial plans.
Before joining Advocacy Wealth Management in 2022, Robert served in various positions at Fidelity Investments and Morgan Stanley as a Financial Consultant.
Robert completed his undergraduate degree at the University of Utah in economics and his Master of Science in advanced personal financial planning and therapy at Kansas State University.
In addition to his formal education, Robert holds his FINRA Series 7 and 66 licenses, is a CERTIFIED FINANCIAL PLANNER™ Professional, and holds Georgia Resident Life and Health Insurance license.
Robert is also an Instructor of CFP® Coursework for the College of Financial Planning online and on campus at Kennesaw State University.
Robert is the father of three amazing children, Macie, Liam, and Charlotte, and has been husband to Priscila Moraes-Wright since 2012. He and his family love playing baseball, swimming, and playing at the Georgia lakes and beaches.
This communication should not be regarded as an offer or solicitation to buy or sell any securities or investment products, an official confirmation of any transaction, an official statement, or as any other official statement of Forge Consulting, LLC or its affiliates, which include but are not limited to Advocacy Trust LLC, Advocacy Inc., Advocacy Wealth Management, Forge Capital, LLC, Forge Capital Services, LLC, and Full Circle Coverage (altogether referred to as “Forge”). Forge does not provide tax, accounting, or legal advice to its clients, and all clients are advised to consult with professionals who can provide tax, accounting, and legal advice regarding any potential investment.
Securities and insurance products are NOT
insured by the FDIC, nor by any other Federal or state government agency, are NOT
a deposit of and are NOT
Guaranteed by a bank or any bank affiliate, and MAY
lose value.
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are registered trademarks of Forge Consulting LLC.
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All investments involve risks that you will lose value including the amount of your initial investment. Investments that offer the potential for higher rates of return generally involve greater risk of loss. Note: reinvestment transactions that involve selling existing investments may involve transaction costs associated with the sale of those assets as well as transaction costs associated with the purchase of new investments.
International investing: There are special risks associated with international investing, such as political changes and currency fluctuations. These risks are heightened in emerging markets.
Small/Mid-Capitalization investing: Investments in companies with small or mid-market capitalization ("small/mid-caps") may be subject to special risks given their characteristic narrow markets, limited financial resources, and less liquid stocks, all of which may cause price volatility.
High-Yield investing: Investments in high yielding debt securities are generally subject to greater market fluctuations and risk of loss of income and principal, than are investments in lower yielding debt securities.
Inflation Protected Bond investing: Interest rate increases can cause the price of a debt security to decrease. Increases in real interest rates can cause the price of inflation‐protected debt securities to decrease. Interest payments on inflation‐protected debt securities can be unpredictable.
Interest Rate Risk: This risk refers to the risk that bond prices decline as interest rates rise. Interest rates and bond prices tend to move in opposite directions. Long‐term bonds tend to be more sensitive to interest rate changes and therefore may be more volatile.
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