Jaime Wright

Meet Jaime Wright, CPWA®
Senior Vice President | Resident Director – Wealth Management
Merrill Lynch Wealth Management – New York City

Jaime Wright brings over 30 years of experience in financial services to his role at Merrill Lynch Wealth Management, where he has served clients since 2015. His career spans leadership positions at premier institutions including Morgan Stanley, J.P. Morgan, AXA Advisors, and Deloitte, where he began as a Certified Public Accountant.

Jaime focuses on guiding business owners, senior executives, entertainment professionals, and women navigating major financial transitions. He offers a planning-based approach that is grounded in empathy, clarity, and deep market insight. His goal is to simplify complexity, organize your financial life, and help you reclaim time to focus on what matters most.

As a Certified Private Wealth Advisor® (CPWA®) professional, Jaime holds advanced credentials from the Investments & Wealth Institute™, the Wharton School of the University of Pennsylvania (Certificate in Retirement Planning), and Harvard University (Advanced Investment Strategies). He earned his accounting degree from Bernard M. Baruch College in New York.

Jaime is known for his ability to explain complex financial concepts in clear, relatable language. He believes every client should understand what they own, why they own it, and how each investment fits into their broader strategy. His calm presence and steady voice have helped clients navigate all types of market cycles with confidence.

Outside of work, Jaime lives in New York City with his wife, Sandee. He is active in his community and supports numerous charities in the arts and education, including the Harlem Studio Museum, Harlem School of the Arts, Thurgood Marshall College Fund, and National Medical Fellowships. A passionate runner, Jaime has completed the New York and Chicago Marathons, along with many half-marathons. He also enjoys working out and playing golf.