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
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's 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 his 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. In previous efforts Matt is the past President of the Rotary eClub of North Texas and a Martial Arts Instructor to at risk kids.
Brandon has worked in the financial services industry since 2001. He is a Registered Representative and Investment Advisor Representative. In 2010 he joined LPL Financial to continue his ambition of starting his own firm. That became a reality in February of 2011as Brandon and two other 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 through education. This philosophy focuses on creating the foundation of a trust based on quality service and commitment standards that allow for a long and successful business relationship with his clients.
Brandon is the Chief Market Strategist for ARC and 360 Wealth Planners. He holds his CFP designation with LPL Financial.
Brandon Day, CFP®
Founder and President
Brooks began his career in financial services in 2015. After becoming licensed and gaining experience in the industry he moved on to the investment services side by joining 360 Wealth Planners in 2016. He continued his education in 2020 at SMU to receive his CFP,
and went on to study Family Office & Private Equity Management at Harvard University in 2021.
In 2021, Brooks also became a Partner at 360 Wealth Planners and is an active member of the Financial Planners Association of Dallas, Estate Planning Council, Private Equity Association of Corporate Growth, and The Lions Club.
He devotes time and energy to the Lions Club of Dallas and the Sight and Tissue Foundation which provides eye exams and glasses, at no charge, to thousands of children every year. In his spare time Brooks also enjoys the outdoors sailing, hiking, and fishing on the weekends
Brooks C. Morrow
Trading & Services
Diann started her career in financial services in 1991. She has been affiliated with ARC since 2015 and currently serves as part of ARC's service team. Diann is licensed for securities, compliance, and life insurance.
She enjoys being part of the client's dreams and financial goals as well as assisting our advisors in providing the best for the people we serve.
When Diann is not in the office, she enjoys spending time with her family and playing with her fur babies. She and her husband, Les, have three children and are native Texans. Some of the hobbies Diann enjoys are reading, sewing, four-wheeling, and being part of her church family.
Director of Client Services
Sara has worked in the financial services industry for over a decade. She has been with 360 Wealth Planners since 2018 and helps support our team in many different capacities.
Sara is Life Insurance licensed.
When she is not in the office, Sara enjoys giving back to the community, crafting, and reading. Sara loves to learn new things and making quick trips to small locals for a getaway.
Jo has worked in the financial services industry since 2004. She supports 360 Wealth Planners with service to our clients accounts, connecting our advisors with meetings for our clients, and being a conduit for communication throughout our team.
When she is not in the office, Jo spends as much time as possible with her family. She enjoys taking her grandkids to their various sports activities and visiting with her mom as often as possible.