Raleigh, NC Blue Ridge Rd Office

Brian Johnson is a financial advisor at BrightPath Wealth Advisors LLC in Raleigh, NC, with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Infinex Investments and Southern Bank. Johnson also operates as a sole proprietor in an insurance agent capacity. BrightPath Wealth Advisors provides discretionary asset management and financial planning to individuals, high-net-worth clients, and business entities. The firm offers ongoing portfolio monitoring and educational seminars, employing an investment approach guided by client objectives, risk tolerance, and fundamental analysis.

Fred Lowry is a financial advisor with BrightPath Wealth Advisors LLC in Raleigh, NC, holding a Series 65 designation and four years of industry experience. He is also an adjunct professor at Wake Tech Community College and operates a sole proprietorship focused on insurance sales. Additionally, he consults for Trivecta, a spa and facial sales business. BrightPath Wealth Advisors serves individual and high-net-worth clients as well as corporate entities, providing discretionary portfolio management and comprehensive financial planning. The firm develops customized investment policy statements, employs fundamental analysis, and offers public educational seminars.

Brian DeBruin is a financial advisor at BrightPath Wealth Advisors LLC in Raleigh, NC, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Carroll Financial Associates and Eqis Capital Management. In addition to his advisory role, he serves as an adjunct professor at Wake Tech Community College, teaching non-credit financial and investment courses. BrightPath Wealth Advisors LLC provides discretionary portfolio management and comprehensive financial planning to individual, high-net-worth, and corporate clients. The firm utilizes fundamental analysis, develops tailored investment policy statements, and manages accounts with regular monitoring and reviews, including the use of third-party sub-advisors when appropriate.