Margaret Champagne Wright

Employer firm

Martinwright Advisory, LLC CRD 338634

$161M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 01/2021
  Suntrust Bank
  Atlanta, GA
• 05/2016 → 01/2021
  Suntrust Advisory Services
  Atlanta, GA
• 01/2021 → 08/2025
  Truist Investment Services
  Atlanta, GA
• 01/2021 → 08/2025
  Truist Advisory Services
  Atlanta, GA
• 11/2025 → 02/2026
  Tru Independence Asset Management, Llc Dba Martinwright Advisory
  Atlanta, GA
• 09/2025 → 10/2025
  Garden Leave
  Atlanta, GA
• 02/2026 → Present
  Martinwright Advisory, Llc
  Atlanta, GA

Previous Registrations

• 2025-11-13 → 2026-02-06
  Tru Independence Asset Management, Llc
  Atlanta, GA
  Portland, OR
• 2016-06-08 → 2025-08-04
  Truist Advisory Services, Inc.
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA

Other Businesses

1. INSURANCE AGENT; INVESTMENT-RELATED; ADDRESS: ATLANTA, GA; NATURE: INSURANCE SALES AND SERVICE; POSITION: AGENT; START DATE: 4/2021; HOURS PER MONTH: AS REQUIRED, INCLUDING DURING TRADING HOURS; SERVICING CLIENTS. 2. ATLANTA CLASSICAL ACADEMY; NON INVESTMENT-RELATED; ADDRESS: ATLANTA, GA; NATURE: CHARTER SCHOOL; POSITION: INVESTMENT COMMITTEE MEMBER; START DATE: 1/2025; HOURS PER MONTH: LESS THAN 1, INCLUDING DURING TRADING HOURS; INVESTMENT COMMITTEE.

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-02-18

Designations

• Chartered Financial Analyst

Other Names

• Margaret Elizabeth Champagne
• Margaret Wright