Ameriprise Financial Services
46yrs
Top advisor by experience in Williamsville
42yrs
Based in Williamsville, New York, Ann Nicholson Wright is a fiduciary financial advisor with 42 years of industry experience. Ann joined Merrill in 1987, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 522 advisors with offices in Williamsville, and one of 459 fiduciaries.
At a glance
Experience42 years (since 1984)
How that compares ?Top 2% by experience in Williamsville
Office6245 Sheridan Dr, Williamsville, NY 14221
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 1987 – nowMerrillCurrent firm
Contact Ann
Local office(716) 635-4367Ask for Ann. (800) 637-7455Main office · New York, NY 6245 Sheridan DrWilliamsville, NY 14221Office · Get directions
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Questions to ask Ann
Tailored to Ann’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ann
How do I contact Ann?
Call Ann’s local office at (716) 635-4367 or the Merrill main office at (800) 637-7455, and ask for Ann Nicholson Wright.
How long has Ann been a financial advisor?
Ann has been in the industry since 1984, about 42 years. Top 2% by experience in Williamsville.
What licenses does Ann hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Ann a fiduciary?
Ann is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ann paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Ann for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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