Cetera Wright, CDFA®

Cetera Wright, an Investment Associate and Associate Vice President at Rockefeller Global Family Office within the Capital Crest Partners team, is a firm believer in the power of families. Together with her colleagues, she is dedicated to preparing families for wealth and ensuring wealth is ready to support families. Cetera empowers them to harness their family capital, encompassing human, legacy, structural, impact, and spiritual aspects, facilitating the growth and sustainability of their financial capital.

Cetera finds great joy in working with her clients and considers it a privilege to assist both individuals and multigenerational families in building and preparing their desired legacies. Holding the designation of Certified Divorce Financial Analyst (CDFA), she brings a specialized understanding, training, and skills to guide clients through what is often the most significant financial transaction of their lives.

Before her tenure at Rockefeller, Cetera served as an associate at Morgan Stanley, holding various roles since 2014. She earned her bachelor’s degree in Actuarial Science from High Point University in North Carolina.

Originally from West Virginia, Cetera has a passion for dance and was once a professional ballet dancer. She, along with her husband and two daughters, currently resides in Charlotte, N.C.