Connie Wright is a long-term member of the financial services industry. She has extensive experience in the banking and credit union sectors, having served as Chief Operating Officer with the Indiana Credit Union League and Vice President of Financial Planning at Indianapolis Morris Plan.
She earned her Certified Financial Planner (CFP) designation in 1986, and currently focuses primarily on financial planning, general securities investments, and retirement planning.
Connie enjoys assisting all of her clients with their financial and retirement planning, and she specializes in addressing the needs of female investors.
Connie graduated from the University of Indianapolis, earning an Associate of Science degree in Management and a Bachelor of Science degree in Business.
Holding FINRA Series 7 and 63 registrations, Connie is licensed to offer life, health, and long-term care insurance in both Indiana and Iowa.
Check the background of this investment professional on FINRA’s BrokerCheck.