My Background

Chuck Wright CLU

Joanne Advisor

A former U.S. Marine Corps helicopter pilot, Chuck Wright serves his clients as he did his country – with dedication and integrity. “My mission,” he says, "is to help my clients identify, crystallize and implement their retirmement income goals and objectives"

Chuck, a financial professional since 1986, brings to clients over 29 years of experience along with extensive education, including a bachelor’s degree in Economics as well as the industry designation Chartered Life Underwriter (CLU). Combining his college and ongoing professional education with his goal oriented Marine Corps training, Chuck now focuses on his client retirement income needs, leveraging their charitable goals, wealth creation and business exit strategy design.

Chuck’s professionalism has earned him numerous company and industry honors, including life membership in the Million Dollar Round Table, considered the standard of excellence in the financial services industry. An even greater tribute to him is his loyal clientele, which continues to grow thanks to clients’ referrals.

A Son of the Texas Republic whose family traces back seven generations to Stephen Austin's original 300 settlers, Chuck serves his community as a member of the Frisco Convention & Visitors Board,  an active supporter of North Texas Military Veterans through the Marine Corps league and the Veteran Career Development Program, lifetime member of North Dallas Chamber of Commerce, and Eagle Scout counselor. He and his wife, Michelle, have two sons, Mason and Travis. In their leisure time, Chuck & Michelle enjoy college football, youth sports and scouting with Travis and traveling for fun.