Dawn Wright
Financial Planner & Trust Officer at Tri-Star Trust
Based in Midland, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Midland
Industry
Financial Services
Company size
73
Contact information
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d•••••••@tristartrust.com
Phone
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Background
About Dawn Wright
The first thing most people think of when they hear financial advisor is investments. However, I care for my client’s entire financial wellbeing with investments being one piece of the pie and planning initiatives making up the bulk of the work. The planning encompasses retirement, estate, and tax planning with a specific focus to serve corporate executives, medical professionals, and small business owners.
Decision-makers
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