Brandon Scott Email and Phone Number
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Welcome to Bradley Wealth, where our mission is driven by a profound sense of purpose. At Bradley Wealth, we believe that financial success is not merely about accumulating wealth, but about achieving a meaningful and purposeful life. We invite you to embark on a journey with us, exploring the essence of our why, as outlined in our mission statement on our website.In a world often focused on material gains and fleeting achievements, Bradley Wealth stands apart as a beacon of holistic financial guidance. Our purpose goes far beyond the numbers on a balance sheet; it encompasses the aspirations, values, and dreams of our clients. We understand that true wealth encompasses not only financial security but also the fulfillment of personal goals and the ability to make a positive impact on the world around us.At Bradley Wealth, we believe in aligning our clients' financial strategies with their unique values and long-term aspirations. We recognize that each individual's journey is distinct, and we strive to provide tailored solutions that empower our clients to live the lives they envision. Our team of experienced financial advisors is dedicated to building enduring relationships based on trust, transparency, and a deep understanding of our clients' needs.When you explore our mission statement on our website, you will discover the driving force behind our commitment to excellence. We have outlined our core values, which include:• Be selfless & humble• Be authentic• Serve with passion & positivity• Be connected & engaged• Be empowered & accountable• Have a thirst for knowledgeThese principles serve as the guiding compass for every decision we make and every recommendation we provide. Our team is not only well-versed in financial strategies and market dynamics but is also passionate about helping individuals and families achieve their greatest Return on Life (ROL).We invite you to delve into the heart of our why, as showcased on our website. Learn about our team, explore the testimonials of satisfied clients, and discover the stories of transformation that have been woven through our years of service. Our aim is to empower you with knowledge, provide you with a roadmap to financial success, and ultimately help you live a purpose-driven life.Join us at Bradley Wealth, where we believe that wealth is not an end in itself but a means to create a life of significance. Our commitment to your financial well-being goes beyond conventional boundaries, and we look forward to embarking on this rewarding journey together.
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Founding Partner, Chief Investment Officer3Roots Wealth PartnersScottsdale, Az, Us
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Portfolio Manager | Co-Chief Investment OfficerBradley Wealth Jan 2019 - PresentSan Diego, Ca, UsScreen for new investment ideas/strategiesManage and oversee the trade flow process by the processing of all trading, cash, and allocation work for mutual funds and exchange traded funds as required by the business with high quality, within trading cut-off times, and within budget according to defined service level metrics while maintaining compliance regulations.Maintain documentation for all work processes and procedures.Make improvement suggestions and adhere to all approved work changes for the team.Provide backup support for all work and project efforts as needed.Ensure execution of all industry and firm specific compliance matters within the team.Act as liaison between Operations support team and trading desk.Ensure accurate and timely implementation of Portfolio Management investment decisions.Implement and document changes to target portfolios.Manage cash positions for client portfolios, liaising with Operations team and broker trading desk.Generate equity trades for client portfolios and submit approved trades to broker trading desksContinually monitor market conditions, performance, benchmarks, and rebalancing accounts to ensure accurate asset allocationAdhere to firm investment policy guidelines for all client portfolios as it relates to order management, reviewing pre and post trade compliance results and resolving all discrepancies and issues as required.Apply sound judgment and ownership in researching and solving elaborate and unique trading and non-trading issues, serving as a single point of contact for clients when necessary.Identify best trading tools to suit client’s style and strategy and deliver unparalleled service to internal stakeholders and firm clients as required.Manage and maintain our Client Portfolio Management System (ASCENT).
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Trading & Portfolio SpecialistBradley Wealth Sep 2017 - Jan 2019San Diego, Ca, Us
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Financial Data AnalystOrion Advisor Services Jul 2016 - Sep 2017Omaha, Ne, UsRuns audit reports within client databases to inspect data and fix exception reports as needed.Monitors and reconciles scrub audits across Orion customer databases.Compares and evaluates data within electronic system against electronic files.Audits performance runs on client accounts highlighting unusual performance numbers; reviews and Retrieves and imports prices for mutual funds, stocks, bonds, and variable annuities on a daily basis.Retrieves and imports transactions for all downloaded accounts.Maintains a list of daily and weekly downloaded accounts for each database.Maintains and verifies correct share balances by running balance checks (on a daily and monthly basis) and makes corrections to accounts, as needed. -
Financial ServicesTd Ameritrade Sep 2015 - Jul 2016Omaha, Ne, UsMaster and teach clients most complex trading platforms (including but not limited to: Thinkorswim, Mobile Trader, and TradeArchitect) to help them harness and maximize TDA technology.Analyze and interpret client positions and market conditions to proactively present advantages and disadvantages of various strategies to find best solutions for clients.Utilize trading experience to coach clients on best market practices which includes efficient order execution and complicated product characteristics, empowering them as self-directed traders.Mentor clients and convey margin rules and calculations on large, complex derivative (options, futures, options on futures) position and risk management.Perform multiple tasks at one time, to serve multiple demanding trader clients and associates simultaneously to create a superior client experience.Proactively identify gaps in client knowledge to prevent or limit future client losses, enhancing their confidence and profit potential, and generating high client retention in the Trader segment.Present clients with a single point of contact by owning, researching, and solving elaborate and unique trading and non-trading issues.Identify best trading tools to suit client’s style and strategy and deliver unparalleled educationPortfolio Margin Support – subject matter expert in portfolio margin and support of risk based margin account specific information.Leverage industry knowledge and platform expertise to deliver well-positioned leads to branches, Investools, and ATBD partners.Influence and close business for Investment Consultants by presenting self-directed active trader clients and prospects with industry standard for market understanding.Close ‘other’ business that is not counted through the current referral process – self-identified, fully engaged clients that work solely with trader reps. -
Academic AssistantBuena Vista University Aug 2013 - May 2015Storm Lake, Ia, Us -
Resident AssistantBuena Vista University Jan 2013 - May 2014Storm Lake, Ia, Us
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Investor Services InternTd Ameritrade May 2014 - Aug 2014Omaha, Ne, Us
Brandon Scott Skills
Brandon Scott Education Details
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Buena Vista UniversityGeneral
Frequently Asked Questions about Brandon Scott
What company does Brandon Scott work for?
Brandon Scott works for 3roots Wealth Partners
What is Brandon Scott's role at the current company?
Brandon Scott's current role is Founding Partner, Chief Investment Officer.
What is Brandon Scott's email address?
Brandon Scott's email address is br****@****ade.com
What is Brandon Scott's direct phone number?
Brandon Scott's direct phone number is 140254*****
What schools did Brandon Scott attend?
Brandon Scott attended Buena Vista University.
What are some of Brandon Scott's interests?
Brandon Scott has interest in Working Out, Analyzing The Stock Market, Playing Sports, Investing, Economic Empowerment, Traveling, Education, Disaster And Humanitarian Relief, Health.
What skills is Brandon Scott known for?
Brandon Scott has skills like Account Reconciliation, Financial Analysis, Accounts Payable, Financial Accounting, Accounts Receivable, Accounting, General Ledger, Budgets, Microsoft Excel, Microsoft Word, Microsoft Office, Powerpoint.
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