Bright Wealth Management, LLC

Jerred Crowley is a financial advisor at Bright Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab & Co., Inc. and TD Ameritrade. Bright Wealth Management, LLC provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm manages approximately $229 million in discretionary assets and adjusts asset allocation based on economic cycles, using a range of investment vehicles including ETFs, mutual funds, structured products, and alternative investments.

Arthur Crowley is a financial advisor at Bright Wealth Management, LLC in Lewisville, TX, holding a Series 65 designation with 13 years of industry experience. He has worked at Bright Wealth Management since 2019 and previously held roles at Financial Gravity Tax, Inc. and Pollock Advisory Group, Inc. from 2013 to 2019. Bright Wealth Management provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm manages approximately $229 million in discretionary assets and employs an asset allocation strategy that adjusts according to economic cycles, utilizing exchange-traded funds, mutual funds, structured products, options strategies, alternative investments, and third-party manager solutions.

Paul Thibodeaux is a financial advisor at Bright Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including BBVA Wealth Solutions Inc. and BBVA Securities Inc. Thibodeaux serves as Governance Chair on the board of Literacy Instruction for Texas (LIFT), a nonprofit focused on adult literacy. Bright Wealth Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm manages approximately $229 million in assets and employs an investment approach that adjusts asset allocation based on economic cycles, utilizing ETFs, mutual funds, structured products, options strategies, and alternative investments.

Thomas Underwood is a CFP® with 14 years of industry experience, currently serving as an advisor at Bright Wealth Management, LLC. His prior roles include positions at Cary Street Partners LLC and Truist Advisory Services, Inc. Outside of financial advising, he operates as an Independent Insurance Agent. Bright Wealth Management, LLC provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension plans, trusts, and business entities. The firm emphasizes asset allocation aligned with economic cycles and employs a range of investment vehicles, including ETFs, mutual funds, structured products, and third-party manager solutions.

Mark Lagrone is a CFA® charterholder with 12 years of industry experience, currently serving at Bright Wealth Management, LLC. His work history includes roles at Bright Equities, LLC and Emerson Equity. He also holds a senior position at Bright Equities, LLC, a single-family office focused on public and private investments, where he manages deal flow and due diligence. Bright Wealth Management, LLC provides discretionary portfolio management and financial planning to individuals, trusts, business entities, and charitable organizations. The firm manages approximately $229 million in discretionary assets and employs an asset allocation strategy aligned with economic cycles, utilizing ETFs, mutual funds, structured products, and alternative investments.

Brooke Chandler is a financial advisor at Bright Wealth Management, LLC with a Series 65 designation and three years of industry experience. Prior to joining Bright Wealth Management in 2023, she worked at Parkway C&A, LP and held a position with the City of The Colony. Bright Wealth Management provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm manages approximately $229 million in discretionary assets and adjusts asset allocation based on economic cycles, utilizing a range of investment vehicles including ETFs, mutual funds, structured products, and alternative investments.

Christopher Caporaletti is a financial advisor with Bright Wealth Management, LLC, holding Series 63 and Series 65 designations and 12 years of industry experience. His prior work includes roles at Equitable Advisors, Axa Advisors, Military Sales & Services, and multiple investment firms dating back to 2010. Bright Wealth Management, LLC serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm focuses on discretionary portfolio management and financial planning, tailoring asset allocation based on economic-cycle views and utilizing a range of investment vehicles such as ETFs, mutual funds, structured products, and alternative investments.