Casey Bright Email & Phone Number
Wealth Planner @ Bright Financial Planning
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Casey Bright Location
- Lexington, KY, US
Casey Bright Work
- 2023 -now Wealth Planner @
- 2014 -2023 Financial Advisor @
- 2010 -2013 Consultant @ Business Optimization
- 2005 -2008 Teller @
Casey Bright Education
- Wake Forest University 2018-2019
- College for Financial Planning
Accredited Asset Management Specialist (AAMS)
2016-2016 - Eastern Kentucky University
Bachelors Degree (Psychology/Business)
2003-2008 - Eastern Kentucky University
(Psychology)
2003-2007
Casey Bright Skills
- Customer Service
- Retirement
- Retirement Planning
- Life Insurance
- 401k
- Investment Portfolios
- Financial Advice
- College Savings
- IRA
- Roth IRA
- Long Term Care
- Financial Analysis
- Financial Advisory
- Management
- Finance
- Services
- Financial Services
- Personal Financial Planning
Casey Bright Summary
- Casey Bright, based in Lexington, KY, US, is currently a Wealth Planner at Bright Financial Planning. Casey Bright brings experience from previous roles at Edward Jones, Business Optimization and Central Bank. Casey Bright holds a 2018 - 2019 Wake Forest University. With a robust skill set that includes Customer Service, Retirement, Retirement Planning, Life Insurance, 401k and more. Casey Bright has 4 emails and 3 mobile phone numbers on RocketReach.
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