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Our Story

The catalyst for 360 Wealth Planners began in 2011, when Brandon Day and two other partners saw the need to create a network for experienced independent advisors to share in. They founded the parent company 360 Wealth Management, LLC in 2012 as a way for advisors to collaborate and create best in breed ideas for their clients. Over time, the company grew and expanded substantially. So much so, that the need to make a clear division between the parent company and each partner’s individual practices was necessary. Thus, in 2015, 360 Wealth Planners was born. In 2018, 360 Wealth Management merged with a partner firm in Louisiana known as Faubourg Wealth Management. The merger necessitated a new name to bring these two vast groups together to what is now known as Advisor Resource Council (ARC).

Today, 360 Wealth Planners operates as Brandon's personal practice while utilizing ARC's resources. Our focus is to help current clients succeed and create new relationships going forward.

Our Staff & Team of Advisors

Brandon Day, CFP®, LPL Registered Principal – Co-Founder

Founder and President of 360 Wealth Planners

Email: bday@lpl.com

 

Brandon Day has worked in the financial services industry since 2001. He has been a Registered Rep and Investment Advisor Rep since the latter part of 2003. In 2010 he joined LPL Financial to continue his ambition of starting his own firm. That became a reality in February of 2011 as Brandon and his partners launched the firm, 360 Wealth Management.

 

Brandon’s practice is based on his dedication to helping people and businesses pursue their financial goals with a hands-on approach and through education. Education is a hallmark of Brandon’s philosophy as it’s important that his clients have clear understanding of the various techniques he uses to help them successfully pursue their financial goals.

 

“My philosophy focuses on creating the foundation of trust based on high service and commitment standards that allow for a long and successful business relationship with my clients. Treating my clients with the same level of care that I would my family is a principle that I live by.”

Education, Registrations & Licenses:

Bachelor of Business Administration, Marketing: Texas Tech University

Graduate of CPFP program at SMU (Certificate Program in Financial Planning)

Series 7 (General Securities Representative) - Held at LPL Financial

Series 24 (Principal & Supervisor) - Held at LPL

Series 66 (Uniform State Securities Law Exam / Uniform Investment Law Exam) - Held by LPL Financial and 360 Wealth Planners

Group 1 (State Life, Health, Disability, and Long Term Care Insurance)

 

Designations & Credentials:

Certified Financial Planner™ held with LPL Financial

LPL Registered Principal

Registered Representative of LPL Financial.

Investment Advisor Representative of Advisor Resource Council

Managing Partner of Advisor Resource Council

 

Associations and Awards:

Five time Qualifying Member of Million Dollar Round Table

Financial Planning Association

Texas Tech Alumni Association

Continuing Education faculty at Eastfield, El Centro, Navarro, and Tarrant County Colleges.

Sara Ambrose – Director of Client Services

E-Mail : sara.ambrose@lpl.com

Sara has worked in the financial services industry for over a decade. Initially, joining a small financial planning firm in 2005 where she supported a team of advisors as their Para-Planner. 

 

In 2012, while staying in the industry, Sara moved to another local small office where she supported a CFP®, and junior advisor as their Client Service Manager. It was during this same time that Sara earned her Life Insurance license. She found her calling early on by supporting others and helping them succeed.

Brooks Morrow - Financial Advisor

E-Mail : brooks.morrow@lpl.com

Brooks Morrow began his career in the financial services industry in 2015 with an internship during college. After learning the risk management side of the planning process, he moved on to the investment services side by joining 360 Wealth Management in 2016. A year later he was fully licensed as a financial planner and has since begun to specialize in establishing or correcting existing group retirement plans.

Matt Welsh - Financial Advisor

E-Mail : matthew.c.welsh@lpl.com

Matt has been educating clients and acting as their Financial Pathfinder for over 13 years.  Matt started his Financial Planning career with Edward Jones in 2003 and then moved to LPL Financial in 2005 to utilize LPL Financials’ Independent structure ensuring he can advise and offer clients what is suitable for them.  He has lived in Texas for over 50 years and his wife, Lori, has lived here for almost 10 years after immigrating from Canada.  He has a heart of service and loves teaching and sharing skills gained through work and volunteering.  Matt currently volunteers time with Mark9 Search and Rescue, a K9 based SAR team that is a free resource for Law Enforcement and Government Task Forces that help find missing people.  Previous volunteering efforts saw Matt as a Past President of the Rotary eClub of North Texas and a Martial Arts Instructor to at risk kids.  

Jo Adcox

E-Mail : jo.adcox@lpl.com

Jo has worked in the financial services industry for over 15 years. She enjoys supporting the advisors of 360 Wealth Planners and maintaining our client’s accounts. Jo enjoys connecting with clients and keeping in touch with everyone on a regular basis.

 

Phone: (972) 421-1358

Address: 17300 DALLAS PKWY STE 2065 Dallas, TX 75248

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.

 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through 360 Wealth Planners, a dba of Advisor Resource Council, a registered investment advisor. 360 Wealth Planners and Advisor Resource Council are separate entities from LPL Financial.

 

The LPL registered representatives of 360 Wealth Management may only discuss securities or transact business with persons who are residents of AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MN, MO, MS, NC, NE, NH, NM, NV, NY, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA.

 

Tax preparation services not offered by 360 Wealth Planners or LPL Financial.

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Address: 17300 DALLAS PKWY STE 2065 Dallas, TX 75248

Phone: (972) 421-1358

© 360 Wealth Planners 2020

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