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Matthew B

Series 63, Series 65

Forest City, NC

Raymond James Financial

Matthew Bright is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked with Raymond James Financial Services, Inc. since 2001 and serves as Vice President at James Bright Company, Inc. Bright serves as a trustee for a healthcare charitable organization, chairs the investment committee for his church’s $2 million endowment fund, and is a board member of the Boys and Girls Club of Rutherford County, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm uses detailed fact-finding and risk profiling tools to tailor non-discretionary planning and consulting to client goals and supports a broad network of advisors and affiliated firms.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Ivey B

Series 66

Forest City, NC

Raymond James Financial

Ivey Bright is a financial advisor at Raymond James Financial with two years of industry experience. He holds the Series 66 designation and has prior work experience that includes roles at Prestige School Solutions, LLC, and Barley's Taproom and Pizzeria. Additionally, Bright is associated with Bright Asset Management, LLC in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains unique arrangements such as municipal advisory capabilities and specialized SIMPLE IRA consulting programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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