Josh Wright in

Josh Wright

Examiner · DISC type sc
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

How Josh shows up

Tough To Convince
Overcautious
Status Quo Seeker

They are quite aware of their needs and limitations, so they are unlikely to over-promise. The only way to convince them is by showing them examples and ample proof. They are always well-planned and adopt a systematic approach.

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

No media yetWe could not find public media appearances for this person.
Education
1996 - 2000
BA
Truman State University
1992 - 1996
Education details unavailable
Farmington High School
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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