Wright Financial Group, LLC

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About Us

Mission statement

“At Wright Financial Group, our mission is to help educate clients on an ongoing basis as to their best options for meeting their current financial needs, achieving their long-term financial goals, avoiding common retirement planning mistakes, and enjoying a lifetime of financial stability.”

A Few Words About Us

WE Are a
full-service financial firm

Wright Financial Group, LLC is a full-service financial firm dedicated to helping individuals and families meet their immediate and long term financial goals and objectives. We teach clients how to better enjoy more reliable portfolio growth and preservation through more conservative investment options. We also encourage our clients to make smart, sound choices with their personal fixed income portfolios. At Wright Financial Group, we educate our clientele on making strategic retirement planning decisions and utilizing the essentials of wealth management tools. As a financial advisory firm, we carry  a fiduciary responsibility to all of our clients, to act and serve with their best interest in mind.

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Our Story

Wright Financial Group, LLC was founded by David Wright, CLU, ChFC. David has established a strong name for himself and his company throughout Toledo and its surrounding cities, not just as a financial advisor, but as a trustworthy and respectable member of his community. With over 30 years of experience as a financial advisor, David’s knowledge has helped many individuals and families reach sound, reliable futures for themselves and their loved ones. Those individuals who have had their assets in the fixed income sector have been provided with broad market returns for some time now. At Wright Financial Group, our team of professionals work together in providing exceptional care, customer service, and due diligence to all of our clients. We know that not everyone’s financial situation is the same. Therefore, we provide tailor-made, personalized financial portfolios designed for each and every individual we meet.

Meet Our Team
David Wright
Owner
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Nick Norvell
Client Service Representative
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Michele Swartz
New Business
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Ana Wright
Client Service Representative
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Riley Carson
Marketing Coordinator
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Nick Norvell

Nick Norvell is a dedicated professional in the field of financial services. Born and raised in Toledo, Ohio, Nick has deep roots in the community and a genuine commitment to its prosperity. He began his successful career after graduating from the University of Toledo in 2019.

With a strong foundation in financial services and a deep understanding of his clients’ needs, Nick is a trusted advisor for individuals and businesses alike. He combines his knowledge with genuine care for his clients, providing personalized financial solutions to help them achieve their goals.

Currently residing in Toledo with his girlfriend, Tori, and their beloved black lab, Tux, Nick understands the importance of family and companionship. Away from the office, he enjoys spending quality time with loved ones.

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Michele Swartz

Michele Swartz has been Dave’s Administrative Assistant for 21 years and is a valuable, experienced member of Wright Financial Group. She handles client services and new business operations daily and is well-known and respected by our clients. Michelle lives in Perrysburg, Ohio, is married, and has a daughter who lives in Canton.

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Ana Wright

Ana Wright is a native of Lima, Peru, and has lived in Toledo, Ohio for the past decade. She graduated from Tecsup University in Lima with a degree in Electronics and earned her IT and Marketing degrees from ITT Technical Institute in Florida. Ana is married to Matthew Wright and has three beautiful children, Olivia, Jacob, and Ethan. She enjoys working with clients in the area of customer service and creating “the wow experience” for our clients. 

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Riley Carson

An alumnus of Bowling Green State University, Riley Carson brings her experience and enthusiasm to the team. Riley manages multifaceted marketing campaigns and coordinates educational workshops both online and locally. Her dedication to crafting innovative marketing strategies extends beyond the business realm; for her, it’s also about building meaningful connections. By incorporating Wright Financial Group’s vision into every campaign, seminar, and interaction, Riley ensures that clients receive expert financial guidance while becoming part of a community committed to securing their retirement dreams.