Virginia Office

Dale Wright

Wealth Manager

Dale E. Wright joined Equity Concepts in 1998 and became a shareholder in 2006. With his interest in providing financial education to the public, he determined that aligning himself with an independent firm that utilized a holistic approach to wealth management would be in the best interest of the students that participated in his workshops. He is also a Master Elite Advisor in the Ed Slott Organization that specializes in understanding all the rules and regulations that govern retirement plans, especially IRAs.

Dale received his Bachelor of Arts Degree from the University of Virginia and a Master’s of Science Degree from Virginia Commonwealth University. Dale currently holds the following Financial Industry Regulatory Authority (FINRA) licenses: Series 6, 7, 63, and 65 and is licensed in eight states and the District of Columbia.

Dale resides in Richmond, Virginia with his wife. They have 3 grown children and 2 grandchildren who also live in the area. He enjoys spending time traveling with his family and playing golf. Dale is actively involved in his church where he participates in many local and international mission projects and sings in the choir. He is also a Mason and volunteers through the Richmond Capital Area Agency on Aging as a Bill Payer for senior citizens.

Dale's Wealth Advisory Board