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 @ Bright Financial Planning
2014 - 2023 Financial Advisor @ Edward Jones
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2010 - 2013 Consultant @ Business Optimization

2005 - 2008 Teller @ Central Bank & Trust Co.
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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

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Casey Bright Skills

Customer Service
Retirement
Retirement Planning

Life Insurance
401k
Investment Portfolios
Financial Advice
College Savings
IRA
Roth IRA

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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 3 emails and 2 mobile phone numbers on RocketReach.

Casey Bright Emails

Found 3 emails

Casey Bright Phone Numbers

Found 4 phone numbers

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Others Named Casey Bright

Casey Bright

VP of Marketing at Passport

San Diego, CA, US
2
- gmail.com
- passportglobal.com
3
- +1 908-399-XXXX
- +1 773-348-XXXX
- +1 574-527-XXXX
Casey Bright

Outside Sales Representative at Lyman Roofing & Siding

Minneapolis, MN, US
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- msn.com
- lymanrs.com
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- +1 952-923-XXXX
- +1 612-824-XXXX
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- +1 612-423-XXXX
Casey Bright

Associate Portfolio Manager at Assurity

Lincoln, NE, US
1
- assurity.com
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- +1 712-560-XXXX
- +1 712-490-XXXX
Casey Bright

Director of Online Learning at Allen East High School

Lima, OH, US
1
- ae.k12.oh.us
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- +1 419-966-XXXX
Casey Thigpen

Senior Marketing Strategist at Pace

North Carolina, United States
1
- avupgrades.com
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- +1 336-893-XXXX
- +1 336-409-XXXX
- +1 336-546-XXXX
Casey Bright

Energy Specialist at Franklin Energy Services

Knoxville, TN, US
1
- franklinenergy.com
2
- +1 865-300-XXXX
- +1 865-333-XXXX
Casey Bright

Senior Software Engineer | Intelligence at Valkyrie

Austin, TX, US
1
- valkyrie.ai
3
- +1 512-233-XXXX
- +1 281-794-XXXX
- +1 512-963-XXXX

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Top Bright Financial Planning Employees

Casey Bright

Wealth Planner at Bright Financial Planning

Lexington, KY, US
3
- gmail.com
- hotmail.com
- cbrightfinancial.com
4
- +1 606-215-XXXX
- +1 606-922-XXXX
- +1 859-699-XXXX
- +1 859-623-XXXX

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