UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
12yrs
Kevin Wright
Full name on record: Kevin Robert Wright
Financial advisor at Rockefeller Capital Management
Kevin Wright has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Dallas, Texas. Kevin has been with Rockefeller Capital Management since 2020; before that, Kevin spent six years at UBS Financial Services. Rockefeller Capital Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office300 Crescent Court Suite 1450, Dallas, TX 75201
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.72 million
Advisors at the firm1,036
States licensed ?1 state
Services through Rockefeller Capital Management
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2020 – nowRockefeller Financial LLCCurrent firm
- 2014 – 2020UBS Financial Services Inc.Previously
Contact Kevin
(212) 549-5100Firm headquarters in New York, NY. Ask for Kevin. 300 Crescent Court Suite 1450Dallas, TX 75201Office · Get directions
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Questions to ask Kevin
Tailored to Kevin’s registration and firm.
- 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 Kevin
How do I contact Kevin?
Call Rockefeller Capital Management at (212) 549-5100 and ask for Kevin Wright. Kevin works from the Dallas, TX office.
How long has Kevin been a financial advisor?
Kevin has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Kevin hold?
Series 66. Tap any license on this page to see what it allows.
Is Kevin a fiduciary?
Kevin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kevin paid?
Rockefeller Capital Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Kevin 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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