James Wright, First Vice President and Financial Advisor

Jim Wright operates a Wealth Management team in Heathrow, FL for the benefit of affluent families. His process encompasses five distinct disciplines his 43 years of experience shows is necessary to his client’s success. He insists on understanding the specific situations and goals of the people he works with and endeavors to establish a deep relationship with clients to truly learn what their aspirations are. Clients can expect to receive personalized advice and access to the investment services required by sophisticated investors. He believes it is important that our clients financial lives are consistent with their personal circumstances.


Jim first started in the financial services industry with Merrill Lynch Wealth Management in 1973 as a Financial Advisor in Newark, NJ. His more than 42 years experience encompasses stints as a producing manager with Merrill and UBS. He received his BA from Notre Dame University where he was the middle linebacker on the 1970 Cotton Bowl Champions team. There he developed his talent for problem solving and working well under pressure. Jim is an avid sports fan with a love for the game of golf. He is a member Notre Dame Club of Greater Orlando. Jim lives with his wife, Silvia and their two children, Patrick and Lara in Longwood, FL.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.