UBS Financial Services
47yrs
Top 1% by experience in Atlanta
26yrs
Donald Wright
Full name on record: Donald Anthony Wright
Financial advisor at Crescent Grove Advisors
Donald Wright has worked in the financial industry for 26 years and is a financial advisor based in Atlanta, Georgia. After three years at BMO Asset Management and two years at M&i Investment Management, Donald joined Crescent Grove Advisors in 2015, a firm offering financial planning and investment management. Crescent Grove Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience26 years (since 2000)
How that compares ?Top 24% by experience at Crescent Grove Advisors
Office3399 Peachtree Road NE Suite 1700, Atlanta, GA 30326
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$15.8 million
Advisors at the firm21
States licensed ?1 state
Services through Crescent Grove Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
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 63Uniform Securities Agent State Law Examination
Career
- 2015 – nowCrescent Grove AdvisorsCurrent firm
- 2012 – 2015BMO Asset Management Corp.Previously
- 2010 – 2012M&i Investment Management Corp.Previously
- 2003 – 2010Goldman Sachs Wealth Services, L.P.Previously
Contact Donald
(847) 752-0292Firm headquarters in Lake Forest, IL. Ask for Donald. 3399 Peachtree Road NE Suite 1700Atlanta, GA 30326Office · Get directions Firm websiteHTTP://CRESCENTGROVEADVISORS.COM
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Questions to ask Donald
Tailored to Donald’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?
- 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 Donald
How do I contact Donald?
Call Crescent Grove Advisors at (847) 752-0292 and ask for Donald Wright. Donald works from the Atlanta, GA office.
How long has Donald been a financial advisor?
Donald has been in the industry since 2000, about 26 years. Top 24% by experience at Crescent Grove Advisors.
What licenses does Donald hold?
Series 63. Tap any license on this page to see what it allows.
Is Donald a fiduciary?
Donald is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Donald paid?
Crescent Grove Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Donald 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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