UBS Financial Services
47yrs
Top advisor by experience in Phoenix
6yrs
John Wright is a fiduciary financial advisor in Phoenix, Arizona, with 6 years in the industry. John joined Brookwood Investment Group in 2025, after three years at Redwood Private Wealth and a year at Woodbury Financial Services. Brookwood Investment Group offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1701 advisors with offices in Phoenix, and one of 1591 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office3930 E. Ray Road Suite 155, Phoenix, AZ 85044
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$357,698
Advisors at the firm67
States licensed ?1 state
Services through Brookwood Investment Group
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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
- Apr 2025 – nowBrookwood Investment GroupCurrent firm
- 2022 – 2025Redwood Private WealthPreviously
- Oct 2020 – Mar 2022Woodbury Financial Services, Inc.Previously
Contact John
(480) 351-4740Brookwood Investment Group main office 3930 E. Ray Road Suite 155Phoenix, AZ 85044Office · Get directions
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Questions to ask John
Tailored to John’s registration and firm.
- 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 John
How do I contact John?
Call Brookwood Investment Group at (480) 351-4740 and ask for John Wright. John works from the Phoenix, AZ office.
How long has John been a financial advisor?
John has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Brookwood Investment Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John 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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