Brad Ledbetter Email and Phone Number
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I’ve always had a heart for others. After graduating from college, I initially pursued this passion as a math teacher. I later traded teaching high schoolers Algebra 1 for teaching professionals how to manage their money. For more than a decade now, I have served clients across the country as a Wealth Management Advisor with Northwestern Mutual. It’s a joy to walk alongside families in every stage of life as they navigate financial decisions. Triumph Financial Group is one a handful of firms named to the Northwestern Mutual Private Client Group. When clients choose to work with us, they benefit from the legacy and strength of a large financial institution and the personal feel of a high-end boutique firm. My partners David Hene, Zach Davis and I represent more than 35 years of collective industry tenure. When I think about the way I seek to support my clients, the stories of my dad and his dad provide a helpful contrast. My grandfather was a very successful man who worked hard to build a fortune, often at the expense of his relationship with his family. My own father, while always present relationally, lacked the financial guidance he needed to build wealth and financial security. I seek to help clients strike a balance between these two examples. Whether I’m working with a doctor or an attorney, a business owner or a person nearing retirement, I aim to equip my clients with the tools to both build wealth that lasts for generations as well as the freedom to enjoy the fruits of their labor along the way.I put this same balanced approach into practice myself. When I’m not serving clients and their families, I enjoy spending time with my family and friends, traveling, and different sports and recreational activities, including running. My wife and I are currently working toward our goal of running a half marathon together in all 50 states. I would be honored to help you establish a strong financial legacy. If you’re interested in learning more about the work we do at Triumph Financial Group, please reach out to me directly to let me know how we can serve you and your family. 214-676-4122 brad.ledbetter@nm.com
Triumph Financial Group
View- Website:
- heritageplanningpartners.nm.com
- Employees:
- 29
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Partner And Wealth Management AdvisorTriumph Financial GroupTexas, United States
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Partner & Wealth Management AdvisorTriumph Financial Group Jun 2022 - PresentNationallyTriumph Financial Group is an independent firm within the Northwestern Mutual Private Client Group. We prioritize both sound expertise and continuity for our clients. Whether our clients are already in retirement or have decades left of their careers, they can have confidence knowing the Triumph Financial Group will be here to support them through any financial decisions they may face. To that end, our firm has a culture of continuous education. Our highly credentialed team is always seeking opportunities to expand its knowledge in service to our clients. Having completed an MBA, as well as numerous designations including the CFP®, my clients can rest in the fact that I stay abreast of the latest in the industry so that they don’t have to.Many of our clients are hardworking, busy people juggling many different priorities. We take the burden of financial planning off their plates by understanding their long-term goals and providing the right mix of insurance and investment solutions to help them reach those objectives. Our work together brings clarity both to the big-picture planning and the day-to-day financial decisions that propel them toward the financial futures they dream of achieving. While we’re based in the Dallas-Fort Worth region, our team serves clients located across the country. Our team specializes in supporting executives, medical professionals, attorneys, business owners, and retirees. Engaging with clients and equipping them to steward their wealth well is the most rewarding part of what I do. Are you looking for a financial planning team you can trust? Let me know. You can visit our website, triumph.nm.com or contact me directly to learn more. 214-676-4122 brad.ledbetter@nm.comSpecialties: Comprehensive Financial Planning | Multigenerational Financial Planning | Retirement Planning | Wealth Management -
Wealth Management AdvisorNorthwestern Mutual Jun 2011 - PresentTyler, Texas -
Mathematics TeacherIrving Isd 2010 - 2011Irving, Texas, United States• MacArthur High School, Algebra I Teacher• Educated general education students in the concepts and skills necessary to meet exit level standards on both the end of course exam for Algebra I and the Texas Assessment of Knowledge and Skills• Maintained positive relationships with both students and their parents• Managed classroom behavior in order to foster a classroom environment that was optimal for the learning process• Prevented potential conflicts between and among students in the classroom -
Undergraduate Admissions, Assistant Director Of Transfer RecruitmentDallas Baptist University Jun 2008 - Aug 2010Dallas, Texas, United States• Recruited prospective transfer students, both by telephone and face-to-face at recruiting events• Coordinated various recruiting projects and events• Trained new employees and student workers• Resolved conflicts and found solutions to problems facing incoming students• Built quality relationships with counselors at various community colleges
Brad Ledbetter Skills
Frequently Asked Questions about Brad Ledbetter
What company does Brad Ledbetter work for?
Brad Ledbetter works for Triumph Financial Group
What is Brad Ledbetter's role at the current company?
Brad Ledbetter's current role is Partner and Wealth Management Advisor.
What is Brad Ledbetter's email address?
Brad Ledbetter's email address is br****@****ual.com
What is Brad Ledbetter's direct phone number?
Brad Ledbetter's direct phone number is +121467*****
What skills is Brad Ledbetter known for?
Brad Ledbetter has skills like Management, Insurance, Leadership, Sales, Recruiting, Customer Service, Strategic Planning, Public Speaking, Financial Analysis, Finance, Microsoft Excel, Leadership Development.
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