Meridian Wealth Management
47yrs
Top advisor by experience in Lexington
27yrs
Stephen Alan Wright
Financial advisor at MCF Advisors
At a glance
Experience27 years (since 1999)
How that compares ?Top 15% by experience at MCF Advisors
Office333 West Vine Street 12th Floor, Lexington, KY 40507
FirmMCF Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through MCF Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2017 – nowMCF Advisors, LLCCurrent firm
- 2009 – 2017Morgan StanleyPreviously
- Feb 2009 – Jun 2009Morgan Stanley & Co. LLCPreviously
- 1999 – 2009Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Stephen
How do I contact Stephen?
Call MCF Advisors at 859-967-0999 and ask for Stephen Alan Wright. Stephen works from the Lexington, KY office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 1999, about 27 years. Top 15% by experience at MCF Advisors.
What licenses does Stephen hold?
Series 66. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
MCF Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Stephen for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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