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Breanna May Stott

Finwell, Inc.

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About Breanna May Stott

Breanna May Stott is a financial advisor registered with Finwell, Inc. in Tennessee, working in the financial industry since 2008. Breanna has a Series 7, SIE and Series 66 license. Breanna specializes in providing financial planning and portfolio management for individuals, as well as educational seminars and publication of periodicals. Breanna has experience with high-net-worth individuals and corporations, as well as charitable organizations.

Firm Information

Breanna Stott is currently registered with Finwell, Inc.. Finwell, Inc. is an investment advisor based in [location not provided] with 5 investment advisory professionals. The firm manages approximately $54.36 million in assets for 191 clients. Finwell, Inc. offers advisory services including financial planning, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. They serve a variety of clients including high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. The firm's website addresses are: https://www.linkedin.com/company/finwell-benefits/, http://www.finwellbenefits.com/, https://www.facebook.com/finwellbenefits/, and https://www.instagram.com/finwellbenefits/.

$54.36M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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subscription based services

Subscription based services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Monthly fees fixed menu of services

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Breanna Stott’s Registration & Firm History

TN

08/30/2023 - Present

Finwell, Inc. (Nashville TN)

NC

01/29/2019 - 07/07/2020

FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)

CA

06/30/2015 - 08/21/2017

UNIONBANC INVESTMENT SERVICES, LLC (BEVERLY HILLS CA)

CA

01/03/2011 - 05/28/2015

WELLS FARGO ADVISORS, LLC (PACIFIC PALISADES CA)

CA

08/01/2008 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (SIMI VALLEY CA)

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Licenses & Designations

BOTH

Issued 08/08/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/21/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Breanna May Stott.
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