William D. Wright
Estate and Succession Planning Specialist
Lincoln Financial Advisors
Office: (716) 580-1113
Bill entered the Financial Services industry in 1982, specializing in working with business owners, to help them resolve their estate and business concerns.
In 1993 Bill joined the local management team for Lincoln Financial Advisors, as the Managing Principal for the Northern NY office. In 2008, Bill was promoted to the position of Director for Lincoln's high net worth Planning Group (called Private Wealth Services*). Here his role is providing coaching and mentoring to the select members, who provide comprehensive financial planning services to business owners across the nation.
Today, Bill has made working with Agribusiness owners the core focus of his practice. Working with multi-generational family farms, Bill specializes in providing innovative design solutions to the complex problems these families face, in the areas of income and estate taxes.
Focusing on his clients' agri-business succession goals and objectives, Bill strives to design a pathway for the next generation of farmers to succeed their parents and grandparents.
Bill graduated from the State University of NY at Buffalo, and is Series 6,63,7 and 24 licensed. He also has his life, accident and health insurance licenses.
*Sagemark Consulting Private Wealth Services is an internal Lincoln Financial Network organization of top planners who focus on clients in the high net worth market.