Coldstream Wealth Management
Vonie Bright, CFP ®, is an experienced wealth manager and financial planner with a robust background in the finance industry. Vonie has held significant positions, including CERTIFIED FINANCIAL PLANNER ™ and Vice President of Investments at Washington Asset Management/NBC Securities Inc., and has also worked as a Registered Account Administrator at The Gillis Investment Group for both Wachovia Securities LLC and CIBC World Markets Corp. Additionally, Vonie has experience as a Financial Advisor at Dain Bosworth Inc. Educationally, Vonie holds a Bachelor of Arts in International Political Economics from the University of Washington's Henry M. Jackson School of International Studies and has completed further financial planning education at the College for Financial Planning.
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Coldstream Wealth Management
Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of high net-worth clients since 1996. We guide you through the complexity of wealth management so that you can have peace of mind while achieving the financial and lifestyle goals important to you. Coldstream Wealth Management is a wholly-owned subsidiary of Coldstream Holdings, Inc.”