AeroLeads people directory · profile
Wesley Mcbratney Email & Phone Number
Director, Servicing
at
The Retirement Solution
1 work email found
@edwardjones.com
1 phone found area 530
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Director, Servicing
Location
Lake Stevens, Washington, United States
Company size
Who is Wesley Mcbratney? Overview
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Quick answer
Wesley Mcbratney is listed as Director, Servicing at The Retirement Solution, a company with 30 employees, based in Lake Stevens, Washington, United States. AeroLeads shows a work email signal at edwardjones.com, phone signal with area code 530, and a matched LinkedIn profile for Wesley Mcbratney.
Wesley Mcbratney previously worked as Service Lead at The Retirement Solution and Associate Planner at The Retirement Solution Inc.. Wesley Mcbratney holds B.S., Viticulture And Enology from University Of California, Davis.
Company email context
Email format at The Retirement Solution
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{first}.{last}@edwardjones.com
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AeroLeads found 1 current-domain work email signal for Wesley Mcbratney. Compare company email patterns before reaching out.
Profile bio
About Wesley Mcbratney
As Service Lead at The Retirement Solution, I specialize in transforming financial operations through innovative tools, strategic leadership, and operational excellence. With expertise in Six Sigma principles, Financial Services Cloud (FSC), and Monday.com frameworks, I lead initiatives that streamline workflows, enhance efficiency, and deliver measurable results.One of my most impactful projects was leading the development of a proprietary income planning software. Collaborating with international developers and cross-functional teams, I applied Six Sigma methodologies to ensure the tool addressed both advisor and client needs while improving operational workflows.Beyond software innovation, I’ve restructured our service team, optimized Financial Services Cloud operations, and introduced new leadership layers to support growth and succession planning. My focus is on mentoring teams, fostering collaboration, and driving projects that position our organization for sustained success.Passionate about leveraging technology and strategic processes to improve financial services, I thrive on leading transformative initiatives that create value for both clients and advisors.
Listed skills include Winemaking, Wine, Beer, Wine Tasting, and 39 others.
Current workplace
Wesley Mcbratney's current company
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The Retirement Solution
12 roles
Wesley Mcbratney work experience
A career timeline built from the work history available for this profile.
Service Lead
CurrentService Lead | The Retirement Solution- Led the development and successful deployment of proprietary income planning software, collaborating with international development teams to create a tailored solution for advisors and clients.- Applied Six Sigma methodologies and Monday.com frameworks to streamline project execution, aligning outcomes with strategic.
Jan 2024 - Present
Associate Planner
"Can I retire, and how much money can I spend?" These are the questions we answer at The Retirement Solution. We help our clients succeed in retirement by identifying the income they will need and want every month for the rest of their lives without running out of money. Our comprehensive retirement distribution plans are designed to protect your income.
Mar 2022 - Jan 2024
Financial Advisor
Helping clients to achieve their personal financial goals by understanding their individual needs and designing personalized strategies to help attain them.
Jul 2021 - Mar 2022
Jan 2020 - Jul 2021
Financial Professional
- I work with individuals and families to help them develop and execute a financial plan to achieve their goals.Some of the core issues my team and I address are:
- Increasing Tax Efficiency
- Strategic Investing
- Reacting Appropriately to Market Volatility
- Maximizing Employer Benefit Programs
- Risk Management
Sep 2019 - Dec 2019
Managing Business Partner
The Western Depot
Managed all administrative, financial, HR, and daily operations functions of a successful retail business. Coordinated budgets, income/expenses, profitability, accounting measures, and more financial duties.
Mar 2012 - Aug 2019
Winemaker/Consultant
Innovatus
Consulted one-on-one with the winemaker/owner of Innovatus to guide high-level winemaking decisions. Used expert-level knowledge to make effective blending and bulk wine purchasing decisions.
Aug 2015 - Jul 2019
Winemaking Assistant
Crocker & Starr
Performed the full range of winemaking duties to facilitate daily operations.
Nov 2011 - Mar 2012
Wine Analyst
Napa Valley Think Tank
Performed a wide variety of complex lab duties
Aug 2011 - Nov 2011
Harvest Intern
Amisfield Wine Company
Performed a wide variety of complex lab duties, vineyard sampling, and cellar work.
Mar 2011 - May 2011
Lab Technician/Assistant Lab Manager
Directed the daily operations, communications, and organization of a large, custom crush facility lab.
Jun 2007 - Oct 2010
2 education records
Wesley Mcbratney education
B.S., Viticulture And Enology
B.S., Neurobiology, Physiology And Behavior
FAQ
Frequently asked questions about Wesley Mcbratney
Quick answers generated from the profile data available on this page.
What company does Wesley Mcbratney work for?
Wesley Mcbratney works for The Retirement Solution.
What is Wesley Mcbratney's role at The Retirement Solution?
Wesley Mcbratney is listed as Director, Servicing at The Retirement Solution.
What is Wesley Mcbratney's email address?
AeroLeads has found 1 work email signal at @edwardjones.com for Wesley Mcbratney at The Retirement Solution.
What is Wesley Mcbratney's phone number?
AeroLeads has found 1 phone signal(s) with area code 530 for Wesley Mcbratney at The Retirement Solution.
Where is Wesley Mcbratney based?
Wesley Mcbratney is based in Lake Stevens, Washington, United States while working with The Retirement Solution.
What companies has Wesley Mcbratney worked for?
Wesley Mcbratney has worked for The Retirement Solution, The Retirement Solution Inc., Edward Jones, Equitable Advisors, and Axa Advisors, Llc.
How can I contact Wesley Mcbratney?
You can use AeroLeads to view verified contact signals for Wesley Mcbratney at The Retirement Solution, including work email, phone, and LinkedIn data when available.
What schools did Wesley Mcbratney attend?
Wesley Mcbratney holds B.S., Viticulture And Enology from University Of California, Davis.
What skills is Wesley Mcbratney known for?
Wesley Mcbratney is listed with skills including Winemaking, Wine, Beer, Wine Tasting, Vineyard, Sensory Evaluation, Fermentation, and Research.
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