Investment Services
NewBridge Bank Investment & Trust Services
SECURITIES AND INVESTMENT ADVISORY SERVICES AND INSURANCE PRODUCTS OFFERED THROUGH RAYMOND JAMES FINANCIAL SERVICES INC. MEMBER FINRA/SIPC
MEMBER FINRA (WWW.FINRA.ORG) AN INDEPENDENT BROKER/DEALER
NewBridge Bank strives to meet your total needs which includes helping you develop financial strategies that match your unique lifestyle and achieve your specific goals. To assist you with the securities investment portion of your financial strategy, your bank formed a unique relationship with Raymond James Financial Services. Through this relationship, NewBridge Bank customers, as well as the general public, will have access to a full range of investment options. Raymond James is a registered broker/dealer that has been offering a wide range of investment products and services in banks since 1987.
Your Raymond James financial advisor is dedicated to helping with your investment needs. With the myriad of investment choices available in today's complex markets, you can rely on the ability of a knowledgeable professional.
Scroll down to learn more about our local area NewBridge Bank RJFS Professionals
 |
Stanley R. Smith, CFP®, ChFC®, CLU, CASL, Branch Manager, and Senior Vice President NewBridge Bank, has been with NewBridge Bank since 2002 and is based at the Kernersville Office. Stan has an extensive background of over 25 years in the insurance and financial service industry. Prior to joining NewBridge Bank, he was a financial advisor for First Union Securities, Inc in Kernersville. Much of his career was spent in financial and estate planning. Stan currently holds licensing and certifications in Life, Health and Long Term Care Insurance, and Securities Licensed Series 6, 7, 24, 51, 31, 63, and 65. Additionally, Stan is a Registered Health Underwriter, Chartered Financial Consultant, and a Certified Financial Planner™ professional. Stan has been instrumental in growing NewBridge Bank Investment Services and has developed a strong team of representatives to service the needs of our customers. NewBridge Bank Investment Services strives to meet your total needs which includes helping you develop financial strategies that match your unique lifestyle and achieve your specific goals. You'll have the confidence that comes from knowing you can rely on the ability and expertise of a knowledgeable professional. Stan Smith |
 |
Debra A. Pitts, Senior Vice President NewBridge Bank, Financial Advisor, RJFS located at our Stratford Road office in Winston-Salem. She offers an extensive range of financial planning products and services. Her objective is to assist clients in achieving their goals and along with her staff to deliver exceptional customer service.
Debra has over 25 years experience in both banking and financial services; Debra has a broad understanding of the financial markets. Her experience will help her identify your individual needs and match them with the proper financial tools. Debra provides objectivity, focus and discipline to the financial decision making process. She currently holds the following licenses 7, 63, 66 and North Carolina Life/Health and Long Term Care.
Debra graduated from Salem College in Winston-Salem, NC Magna cum laude.
Debra A. Pitts Winston-Salem, NC 27104 |
 |
Tim Evans is a Financial Advisor, RJFS at NewBridge Bank Investment & Trust Services, Inc. He opened our company's first investment services offices in Wilmington and Burgaw in 2002. Tim relocated his Wilmington office to the NewBridge Bank Financial Center across from Mayfaire Town Center. Prior to his role at NewBridge Bank Investment & Trust Services, Inc., Tim served as an Investment Representative at Edward Jones Investments. Tim assists individuals and business owners with comprehensive financial planning services. He specializes in, but is not limited to, investments, retirement and income planning as well as insurance and estate planning needs. He has been acknowledged with numerous industry awards such as the National Conference for Professional Development, American Fund's All-America Team, and Hartford's Captain's Club for the services that he provides to his clients. Tim currently holds the following licenses 7, 65, and 63 and Life, Health and Long Term Care Insurance. He is currently enrolled in the College for Financial Planning. Tim is an alumnus of East Carolina University where he received a degree in Business Administration, and is currently a member of the Pirate Club. He is committed to the local community and is active in several non-profit organizations as well as sponsors and/or participants in men's adult basketball leagues.
|
 |
|
 |
Stuart Vaughn joined NewBridge Bank in April 2005. He is currently based in our Stratford Road office as a Financial Advisor, RJFS. Stuart has over 11 years experience in the financial services industry specializing in estate and financial planning. He currently holds Series 7, 63, 65, and Life and Health Insurance. Stuart is a graduate of Davidson College where he received his Bachelor's degree. He currently resides in Winston-Salem, NC with his family. Stuart Vaughn
|
 |
Margaret Ann Maddox has been with NewBridge Bank since 2006 and is currently a Sales Assistant, RJFS at the Lexington Main office, assisting Philip Grande. Margaret Ann Maddox |
 |
Matt Hearn has joined NewBridge Bank Investment & Trust Services, Inc. as a Financial Advisor, RJFS in the King office. Matt holds his Series 7 and 66 as well as holds licenses for Life, Health and Long-Term Care. Matt is dedicated to helping clients achieve their financial goals by listening to their financial concerns and developing strategies that will address those concerns. Active in the local business community and their church, Matt and wife Misty are parents of two. Matt Hearn |
 |
Philip Grande, joined NewBridge Bank in April 2005. He is currently based in our Lexington Main office as a Financial Advisor, RJFS. Phil seeks to work with his clients to develop a comprehensive financial plan to accomplish the client's goals. He uses an assortment of fee based options that cater to each client's specific needs and objectives. Phil holds his series 7, 63, 66 and 24 as well as licenses in Life, Health & Disability, Medicare Supplement, and Long Term Care. He is currently enrolled in The American College for Financial Planning. Phil is a graduate of Wingate University where he received his Bachelor of Arts degree in Business. Phil is married to Amy, with whom he has two sons, Tyler and Ryan. Philip Grande
|
 |
John Bruggman joined NewBridge Bank in March 2008. He is currently based at the Battleground office, located in Greensboro as Vice President NewBridge Bank and Financial Advisor, RJFS. John has over 17 years of experience in the financial services industry. John is a proven leader with his clients by assisting them to achieve their long-term financial goals and objectives. His primary area of concentration is fee based financial planning, which involves individual retirement solutions and asset allocation. John adds value to his clients by educating them on the concepts and strategies that go into the development of their financial plan. John's expertise lies in selecting investments that match each client's specific goals and objectives. He continues to expand his knowledge and investment management capabilities through an ongoing series of courses in Asset Management, Analysis, Performance Management and other related areas. John holds his Series 7, 63, and 65, as well as Life, Health and Variable licenses. He is committed to serving his clients' financial interests through hard work and a common-sense approach to successful investing. John graduated from the University of Louisville, where he earned a Bachelor of Science and a Business of Administration in Finance. John is married to Myra, with whom he has two sons, Brandon and Jack. In his spare time, he enjoys spending time with his family, watching his sons sporting activities and travel. John Bruggman
Donna Harper joined NewBridge Bank Investment & Trust Services, Inc. in January, 2010 and is currently a Sales Assistant at the Stratford Road office in Winston-Salem, assisting Debbie Pitts. Donna has over 25 years of experience in the financial services industry with the last 15 years being dedicated to Investment Services. Prior to joining NewBridge Bank Investment & Trust Services, Inc., she worked at Allegacy Federal Credit Union as a Sales Assistant. Donna graduated from Wilkes Community College in Wilkesboro, with a degree in Liberal Arts. She holds her Series 6 and 63 as well as Life, Accident and Health Insurance License. She is very active in her Church. She and her husband Russell currently reside in Clemmons. Donna Harper
|
For more information, or to speak with a NewBridge Bank Raymond James Financial Services, Inc. financial advisor, call 1-877-476-0429 or 336-993-6430.
You may also contact Stan Smith, RJFS, Branch Manager NewBridge Bank by email at .
*SECURITIES AND INVESTMENT ADVISORY SERVICES AND INSURANCE PRODUCTS OFFERED THROUGH RAYMOND JAMES FINANCIAL SERVICES, INC. MEMBER FINRA/SIPC
MEMBER FINRA (WWW.FINRA.ORG) AN INDEPENDENT BROKER/DEALER
**Not FDIC insured. Not guaranteed by NewBridge Bank. Subject to risk and may lose value. NewBridge Bank Investment & Trust Services is an independent entity.
This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
