Managing Wealth Advisor
CurrentMy focus is to consistently deliver an excellent experience by forming strong relationships and prioritizing clients’ needs with the goal of maximizing their outcomes.
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Bratton Dubose, Cfp® is listed as Managing Wealth Advisor at Ashton Thomas Private Wealth at Ashton Thomas Private Wealth, a company with 38 employees, based in Bozeman, Montana, United States. AeroLeads shows a matched LinkedIn profile for Bratton Dubose, Cfp®.
Bratton Dubose, Cfp® previously worked as Managing Wealth Advisor at Ashton Thomas Private Wealth and Financial Advisor & Portfolio Manager at Wells Fargo Clearing Services, Llc. Bratton Dubose, Cfp® holds Bachelor'S Degree, Economics & Accounting from Clemson University.
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We aspire to excellence every day,” says Bratton, “We really value our clients, and we enjoy working with them. We also truly appreciate the team at Ashton Thomas which supports us in delivering financial planning, investment management, and related services to each client.” Assisting Bratton with delivering a strategically tailored financial plan, coupled with a focus on exceptional client service, is his colleague, Becca Dammann, CFP®, AIF®, who has worked with Bratton for several years.Investment advisory services are offered through Ashton Thomas Private Wealth, LLC, ., an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co., a registered broker/dealer, Member FINRA/SIPC. Insurance products are offered through Ashton Thomas Insurance Agency, LLC, a licensed insurance agency. Tax services are offered through Ashton Thomas Tax Advisory, a DBA of Ashton Thomas Insurance Agency, LLC. Though there are similarities among these services, the investment advisory programs, brokerage services, insurance, and tax services offered by Ashton Thomas are separate and distinct, differing in material ways, and are governed by different laws and separate contracts. M.S. Howells & Co., does not provide legal or tax advice and is not affiliated with Ashton Thomas Private Wealth, LLC or any of its affiliates. This site is published for residents of the United States only. Registered Representatives of named entities may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced on this site are available in every state and through every representative or advisor listed Check the background of the investment professional on https://brokercheck.finra.org/Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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My focus is to consistently deliver an excellent experience by forming strong relationships and prioritizing clients’ needs with the goal of maximizing their outcomes.
Bozeman, Montana, United States
Other employees you can reach at ashtonthomaspw.com. View company contacts for 38 employees →
Martin Lewis
Colleague at Ashton Thomas Private Wealth
Helena, Montana, United States, United States
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TB
Tanisha Branch
Colleague at Ashton Thomas Private Wealth
Deltona, Florida, United States, United States
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MS
Murray Smith
Colleague at Ashton Thomas Private Wealth
Greater Phoenix Area, United States
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KS
Kerry Severn, Cfp, Mba
Colleague at Ashton Thomas Private Wealth
Salt Lake City Metropolitan Area, United States
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CM
Clark Morzelewski
Colleague at Ashton Thomas Private Wealth
Sandy, Utah, United States, United States
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AJ
Angela Johnson
Colleague at Ashton Thomas Private Wealth
Grand Junction, Colorado, United States, United States
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IS
Ines Seferi
Colleague at Ashton Thomas Private Wealth
Boston, Massachusetts, United States, United States
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BK
Brandon Kahoun
Colleague at Ashton Thomas Private Wealth
Scottsdale, Arizona, United States, United States
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MH
Melissa Hugget
Colleague at Ashton Thomas Private Wealth
Casper, Wyoming, United States, United States
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BD
Becca Dammann
Colleague at Ashton Thomas Private Wealth
Bozeman, Montana, United States, United States
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Bratton Dubose, Cfp® works for Ashton Thomas Private Wealth.
Bratton Dubose, Cfp® is listed as Managing Wealth Advisor at Ashton Thomas Private Wealth at Ashton Thomas Private Wealth.
Bratton Dubose, Cfp® is based in Bozeman, Montana, United States while working with Ashton Thomas Private Wealth.
Bratton Dubose, Cfp® has worked for Ashton Thomas Private Wealth, Wells Fargo Clearing Services, Llc, and D.A. Davidson Companies.
Bratton Dubose, Cfp®'s colleagues at Ashton Thomas Private Wealth include Martin Lewis, Tanisha Branch, Murray Smith, Kerry Severn, Cfp, Mba, and Clark Morzelewski.
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Bratton Dubose, Cfp® holds Bachelor'S Degree, Economics & Accounting from Clemson University.
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