Matt Mormino, CFP® (CRD# 5962359) is a Lead Advisor at Brighton Jones. At Brighton Jones, a deeply personal, individualized approach is at the heart of everything we do. We work hard to understand what’s most important to you – both personally and professionally – then use our expertise to help you achieve it.
We focus on building partnerships that thrive on transparency, accountability, and collaboration. Whatever circumstances currently define your life – a pending marriage, a new baby, an employment opportunity, goals for retirement – you’ll work with a dedicated team committed to advancing your financial well-being.
Aligned behind a common purpose, we’ll develop a set of strategies and actions that are specific to you. Throughout the process, we remain mindful of how individual decisions in one area of your finances impact your long-term vision. Our process is designed to help you live your own richer life.
CRD# 2405340
Ascent Capital
CRD# 6255154
Axia Wealth Management Inc.
CRD# 4771734
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
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Brighton Jones, LLC | Seattle, WA | Mar 2008 - Current | 16 |
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- TX
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Total Assets Under Management12,488MILLIONS
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Total Number of Accounts2,978ACCOUNTS
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Average Account Value$4,193,535
- A percentage of assets under your management
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- Educational seminars/workshops
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