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
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
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Sara has worked in the financial services industry for over a decade. She has been with 360 Wealth Planners for 3 years now and helps support our team in many different capacities.
Sara is Life Insurance Licensed and helps supports our clients with those needs.
When she is not here at the office, Sara enjoys giving back to the community by way of organizing a give back time for the local kids in her community during the holidays. She also enjoys book club and making quick trips locally for small getaways.
Brooks Morrow - Financial Advisor
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Brooks Morrow began his career in the financial services industry in 2015 at New York life with an internship where he learned both risk management and investment analysis while attending the University of North Texas. After becoming licensed and gaining experience in the industry he moved on to the investment services side by joining 360 Wealth Management in 2016.
Brooks works with multi-generational families to address the complex issues of successful wealth transfer. he was tasked with overseeing and expanding the corporate retirement division at 360 Wealth Planners. He has helped to develop financial literacy programs and been asked to speak in front of numerous professional organizations across the state of Texas. Brooks began further education studying at Southern Methodist University in 2020 through acceptance into their Edwin L. Cox School of Business CFP program.
Furthermore Brooks became partner in 2021 to facilitate the M&A structuring, negotiation, and integration of target buyout advisory firms in the Southern United States. He is also an active member of the Financial Planners Association of Dallas.
As a Dallasite and community leader, he devotes time and energy to various charitable and philanthropic organizations. Brooks has served on several boards, including the Lions Club of Dallas selecting Inner-City Scholarships recipients and serving the Sight and Tissue Foundation, which provides eye exams and glasses, at no charge, to thousands of children every year.
Matt Welsh - Financial Advisor
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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.
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Jo has worked in the financial services industry for over 15 years. She supports our entire team with many functions. Jo helps to maintain our client’s accounts. Jo enjoys connecting with clients and keeping in touch with everyone on a regular basis.
When she is not at the office, Jo spends as much time with her family as possible. She loves to take her grandkids to their sports activities and visit her mom when she can.