Josh Wright in

Josh Wright

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Director at Friendship Village STL
📍 Greater St. Louis, United States

Josh Wright is a Private Wealth Advisor and Managing Director with The Bedford Group of Ameriprise Financial Services, a team recognized by Forbes as a Best-in-State Wealth Management Team. He holds a BA in English from Truman State University and multiple professional certifications, including Certified Exit Planning Advisor®.

Outside of his financial practice, Josh has a creative side, having been invited to read his original poetry at a convention during his time at university. He also enjoys local social events, such as attending the Missouri Athletic Club Boxing Championship with friends and colleagues.

During his senior year of college, Josh was recognized for his creative writing and invited to read his original poetry at an English honor society convention.

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Experience
23 Years
Current Role
Director
Job Level
Mid-senior
Location
Greater St. Louis, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Josh cares about

Wealth Management
As a Private Wealth Advisor, his primary focus is on wealth preservation, intergenerational planning, and investment strategies for affluent clients.
Exit Planning
He is a Certified Exit Planning Advisor (CEPA®), specializing in preparing entrepreneurs for the transition out of their companies to maximize value.
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Career

Work history

11-2017
Director
Friendship Village STL
10-2015
Private Wealth Advisor
Ameriprise Financial Services, Inc.
4-2003 - 10-2015
Financial Advisor
Edward Jones
In the press

Media appearances

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Education
1996 - 2000
BA
Truman State University
1992 - 1996
Education details unavailable
Farmington High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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