Merrill
39yrs
Top advisor by experience in McKinney
5yrs
Based in McKinney, Texas, Stephen Wright is a fiduciary financial advisor with 5 years of industry experience. Stephen joined Edward Jones in 2024, after two years at Fisher Investments. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 253 advisors with offices in McKinney, and one of 228 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office1833 W Hunt St Suite 100, McKinney, TX 75069
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
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.
Career
- 2024 – nowEdward JonesCurrent firm
- Jan 2022 – Dec 2023Fisher InvestmentsPreviously
Contact Stephen
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Stephen. 1833 W Hunt St Suite 100McKinney, TX 75069Office · Get directions
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Questions to ask Stephen
Tailored to Stephen’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 Stephen
How do I contact Stephen?
Call Edward Jones at (314) 515-2000 and ask for Stephen Wright. Stephen works from the McKinney, TX office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Stephen hold?
Series 65, 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?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Stephen 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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