UBS Financial Services
47yrs
Top 1% by experience in Atlanta
27yrs
Based in Atlanta, Georgia, Danielle Wright is a fiduciary financial advisor with 27 years of industry experience. Danielle has been with Wells Fargo Advisors since 2024; before that, Danielle spent three years at Allspring Funds Management and two years at Morgan Keegan & Company. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience27 years (since 2000)
How that compares ?Top 24% by experience in Atlanta
Office3280 Peachtree Rd NE Stes 300 & 400 [Support Center], Atlanta, GA 30305
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther 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.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2021 – 2024Allspring Funds Management, LLCPreviously
- 2006 – 2021Wells Fargo Clearing Services, LLCPreviously
- 2003 – 2005Morgan Keegan & Company, LLCPreviously
Questions to ask Danielle
Tailored to Danielle’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?
- 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
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About Danielle
How do I contact Danielle?
Call Wells Fargo Advisors at 314-875-3000 and ask for Danielle Wright. Danielle works from the Atlanta, GA office.
How long has Danielle been a financial advisor?
Danielle has been in the industry since 2000, about 27 years. Top 24% by experience in Atlanta.
What licenses does Danielle hold?
Series 66. Tap any license on this page to see what it allows.
Is Danielle a fiduciary?
Danielle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Danielle paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Danielle 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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