Morgan Stanley
47yrs
Top advisor by experience in Clayton
15yrs
Katherine Wright
Financial advisor at &partners
Based in Clayton, Missouri, Katherine Wright is a fiduciary financial advisor with 15 years of industry experience. Katherine joined &partners in 2024, after ten years at UBS Financial Services and three years at Merrill. &partners offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and subscription fees.
One of 615 advisors with offices in Clayton, and one of 580 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 52% of advisors in Missouri
Office7701 Forsyth Blvd. 8th Floor, Clayton, MO 63105
Firm&partners
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$384,909
Advisors at the firm545
States licensed ?1 state
Services through &partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational 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.
Series 66Uniform Combined State Law Examination
Career
- 2024 – now&partnersCurrent firm
- 2014 – 2024UBS Financial Services Inc.Previously
- 2011 – 2014MerrillPreviously
Contact Katherine
(615) 255-6431Firm headquarters in Nashville, TN. Ask for Katherine. 7701 Forsyth Blvd. 8th FloorClayton, MO 63105Office · Get directions LinkedIn page&partners
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Questions to ask Katherine
Tailored to Katherine’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Katherine
How do I contact Katherine?
Call &partners at (615) 255-6431 and ask for Katherine Wright. Katherine works from the Clayton, MO office.
How long has Katherine been a financial advisor?
Katherine has been in the industry since 2011, about 15 years. More experience than 52% of advisors in Missouri.
What licenses does Katherine hold?
Series 66. Tap any license on this page to see what it allows.
Is Katherine a fiduciary?
Katherine is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Katherine paid?
&partners reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Katherine 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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