Broker Check

Jonathan Wright, CFP®
Founder & CEO, Wright Time Financial, LLC
Registered Investment Advisor | Fiduciary

Jonathan Wright is a CFP® Professional, fiduciary advisor, and purpose-driven CEO committed to elevating individuals, families, and communities through financial empowerment and generational wealth creation. With more than a decade of experience guiding clients and organizations through complex financial decisions, Jonathan blends technical excellence, deep integrity, and a faith-rooted mission to transform the financial futures of those he serves.

As the Founder & CEO of Wright Time Financial, LLC, Jonathan leads one of the fastest-growing independent advisory firms in the region—recognized for its commitment to excellence, education, and a disciplined, values-driven planning process. His approach is grounded in the biblical principle of stewardship and Jeremiah 29:11, embracing the belief that every individual has a God-given purpose and financial future worth planning for.

Before launching Wright Time Financial, Jonathan built a diverse foundation in leadership and financial problem-solving, serving in roles across the Department of Defense, Northrop Grumman, NVR Mortgage, and various faith-based organizations. These experiences shaped his unique ability to blend corporate-level analytical rigor with compassion, clarity, and real-world financial wisdom for everyday individuals.

Jonathan is a proud graduate of Hampton University, where he earned his B.S. in Finance, graduating at the top of his class. He later earned his Executive MBA from the University of Maryland’s Smith School of Business, where he again graduated as a top performer—reflecting a lifelong commitment to excellence, mastery, and continued learning.

At the core of Jonathan’s work is a heart for service. He serves as Money Smart Ministry Leader and Trustee at First Mount Zion Baptist Church, teaches financial literacy across community and faith-based organizations, and equips rising professionals and families with practical tools to build wealth with intention.

Whether supporting clients with comprehensive financial plans, mentoring advisors, or speaking on stewardship and legacy, Jonathan’s mission is the same:
to help people live wisely, lead confidently, and build legacies that outlive them.

When he’s not advising or teaching, Jonathan treasures time with his wife Andrea, their daughter Autumn, and his extended family—who remain his greatest inspiration.

Licenses, Credentials & Affiliations

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional

  • Fiduciary Advisor

  • Life & Health Insurance Licensed

  • Series 6, 63, 65, 22 

  • Money Smart Ministry Leader, First Mount Zion Baptist Church

  • Trustee – First Mount Zion Baptist Church

For I know the plans I have for you,” declares the LORD, “plans to prosper you and not to harm you, plans to give you hope and a future.
Jeremiah 29:11

Meet the CEO 

Jonathan Wright, MBA

Financial Advisor

571 730 6783

jwright@wrighttimefinancial.com

Mr. Wright is a licensed financial professional and registered representative with more than ten years of financial coaching, mortgage consulting, business strategy consulting, and financial analysis experience with corporate, private,...

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Associates

Brittaney Cooks

Financial Advisor

313-424-8316

bcooks@wrighttimefinancial.com

Brittaney Cooks is a dedicated Paraplanner at Wright Time Financial, where she empowers individuals, families, and small business owners to achieve financial clarity and long-term stability. With a background in accounting and a strong...
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Catrina Foster

Financial Advisor

4707950901

catrina.foster@wrighttimefinancial.com

I’m a financial professional and leadership development specialist based in Georgia, with a passion for helping people grow, financially and professionally. Most recently, I worked as a Global Broker Account Specialist at StubHub,...

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Jason Murray

Financial Advisor

201-314-8301

jasonmurray@wrighttimefinancial.com

Jason Murray is an experienced financial professional with a proven track record for success, by consistently delivering results throughout an extensive career in sales and marketing, healthcare, financial services, and leadership...

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Mark Maloney

Financial Advisor

937-307-6595

mmaloney@wrighttimefinancial.com

Mark Maloney is a dedicated financial professional with over three years of experience in life and health insurance, fixed indexed annuities (FIAs), long-term care, and retirement planning, including 401(k) rollovers. His extensive...
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Thomas Tipton

Financial Advisor

917-774-2822

thomas.tipton@wrighttimefinancial.com

Thomas E. Tipton is a seasoned financial advisor at Wright Time Financial, bringing over a decade of industry experience and a unique blend of traditional finance and behavioral insights to his practice.

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Tracey France

Financial Associate

3015732126

tracey.france@wrighttimefinancial.com

Tracey France is a licensed Insurance Producer in Maryland, specializing in life insurance and fixed annuities. After a 30+ year career in federal service—where she led strategic initiatives in employee engagement and DEI.

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Vincent O'Neal

Financial Advisor

703-409-2393

vince.oneal@wrighttimefinancial.com

Vincent O'Neal is a seasoned Financial Advisor with a unique blend of over 20 years in security, risk management, and strategic planning, complemented by a robust military background. With a Master of Arts in Business and...
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Administration Team

Ann Lucas

Executive Assistant

571-267-2934

571 -786 -1124

admin@wrighttimefinancial.com

Ann is a highly skilled Executive Assistant known for her exceptional organizational abilities, project management expertise, and leadership skills. She brings a strong background in administrative support, process improvement, system...
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Luisa Mora

Director of Business Processing

571-297-9324

571-786-1124

Processing@wrighttimefinancial.com

Luisa Mora serves as the Director of Business Processing at Wright Time Financial, where she oversees operational workflows, client onboarding, and transaction management. With a strong background in financial services administration,...
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LaFonda White

Client & Community Relations Manager

540-429-3596

lwhite@wrighttimefinancial.com

As Director of Client Engagement, LaFonda White is the heart of client connection at Wright Time Financial. Her role is all about building relationships, creating memorable experiences, and ensuring every client feels welcomed,...
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Isah Conteh

Client Service Specialist

571- 494-8048

571-786-1122

clientrelations@wrighttimefinancial.com

As Client Service Specialist at Wright Time Financial, Isah Conteh plays a key role in delivering a seamless and supportive experience for clients throughout their financial journey. With a strong focus on personalized service, she...
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Milan Meraz

Marketing Strategist

510-326-2338

marketing@wrighttimefinancial.com

Milan Meraz is a recent graduate of Howard University, originally from Santa Rosa, California. She brings a dynamic blend of hands-on experience in growth marketing, data analytics, and high-impact internship projects, combining...
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Strategic Partnership

You’re not on your own. Wright Time Financial, LLC has partnered with Innovation Partners, LLC to offer you a wide array of investment, insurance, and retirement solutions coupled with comprehensive planning, support and education. The powerful combination of a team and experience together will help you address current concerns, and guide you towards a plan that strives to tie it all together for future generations.

Innovation Partners, LLC