Breanna Stott

Breanna Stott is the founder and CEO of Finwell, Inc., a financial planning and wealth management company headquartered in Los Angeles.1 She established Finwell with a mission focused on trust and transparency in financial advising.1

Background and Career

Stott began her career in financial services in 2005, driven by her passion for financial markets and helping people.2 Prior to founding Finwell, she worked as a Vice President & Private Wealth Advisor at Union Bank.5 Her journey in finance started at age 19 when she began working at a bank, which gave her valuable insights into the financial struggles of the working class.1

Finwell's Mission

Under Stott's leadership, Finwell operates as a registered fiduciary, aiming to provide unbiased financial advice.1 6 The company specializes in serving:

Working professionals
Entertainers
Entrepreneurs3

Stott's approach is to help clients who may not qualify for traditional advising services, emphasizing education and holistic financial planning.1 3

Qualifications and Achievements

Breanna Stott holds several professional qualifications:

Master of Business Administration (MBA)
Certified Financial Planner (CFP®)2

She has been recognized in the "40 Under 40 Project" for her contributions to the financial advisory industry.1

Personal Philosophy

Stott believes in helping people reach their goals through financial advising and planning. She values her life through the amount of help she's able to give others.1 Her background allows her to relate to people from various walks of life, which informs her approach to financial advising.1

Currently, Breanna Stott is based in Nashville, Tennessee, where she continues to lead Finwell and contribute to financial education initiatives.4