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September 27-29, 2021
The Diplomat Beach ResortHollywood, Florida

Jocelyn Wright
Advisor at Jocelyn Wright

Profile

Jocelyn D. Wright is an advisor who partners with her clients to create a strategy to help them make smart choices about their money in order to reach their financial goals. With over twenty-five years of financial services experience, she has been working with individual clients since 2002. Jocelyn holds the CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional (RICP®) designations. 

She received a BS in Business Administration (Finance) from the University of Delaware and earned her MBA in Finance at Howard University, graduating with Beta Gamma Sigma honors. Some of her memberships include Delta Sigma Theta Sorority, Inc., Financial Planning Association (FPA), Association for African American Financial Advisors (AAAA) and Women in Insurance & Financial Services (WIFS).  Jocelyn serves on the boards of the Foundation for Financial Planning and FPA Philadelphia Tri-State Area Chapter. She was recognized by InvestmentNews in 2016 as one of the 20 most influential Women to Watch and in 2020 she was nominated for the 1st Annual Association of African American Financial Advisors 50 Under 50 program. Jocelyn is also a frequent guest on Good Day Philadelphia.

Born and raised in Philadelphia, PA, Jocelyn quite naturally is a huge sports fan. She enjoys traveling the world collecting passport stamps. In 2018, Jocelyn completed the 50 States Challenge where she ran a half-marathon in each state plus D.C. 

Agenda Sessions

  • Panel – Invest with Impact: ETFs that Fit a Client’s Values not Just Their Investment Goals

    2:00pm

Speakers at this event