Highly credentialed, educated,
Breanna Stott, MBA, CFP®
I started working in financial services in 2005 because of my passion for financial markets and helping people. Being relatively young in the business, I understood and worked well with tech founders, entertainers and athletes in the Los Angeles area. Throughout my career I've helped well known tech companies from initial seed capital through IPO or acquisition, resulting in liquidity events ranging from $30,000,000 to over $1 billion. The clients that I’ve worked with have gone on to win Grammy Awards and have played in the World Series.
Nearly 14 years after I started my career in financial services, I founded Finwell because I knew that we as an industry could do better. We do better by being unbiased in our recommendations, financial planning and advising. We do better by having transparent, fair pricing. And we do better by caring about our clients, their families and their success. Finwell has been helping individuals since 2017 and we are excited to become one of the most trusted firms in wealth management.
I have been working in financial services since 2003 with some of the largest banks in the country, where I met Breanna in 2008. I have enjoyed building lifelong relationships with clients in a collaborative team environment, helping them with day to day financial needs around lending, banking, business management and accounting. Before joining Finwell, I worked with some of Hollywood's most reputable business managers, serving the specialty market of entertainment. I have recently relocated to Nashville, TN (originally from Southern California) to support the Finwell team and grow our firm.
Financial Planning Analyst
After earning my Entrepreneurship Degree from the University of Oregon in 2019, I entered the workforce searching for a smaller company servicing their clients in a personal and caring manner. With two years of experience helping small businesses operate, I transitioned my career into the wealth management industry. During COVID, I learned the ropes at Fulton Management, which has been recognized by Variety, Billboard, and The Hollywood Reporter as one of the top business management companies in the entertainment industry. There I became well versed in the mechanics of accounting and proficient in handling the financial affairs of high net worth clients.
I have since been applying this knowledge in my work at Finwell on a daily basis. I have been able to shadow one on one client meetings and acquire my Series 65 license, which allows me to provide sound investing advice. I am excited to continue growing at Finwell and provide financial advice to help others achieve their life goals.
After graduating from Purdue University, I began exploring entrepreneurial pursuits in the software industry. I have been involved in launching several tech startups in Santa Monica, CA, and currently serve as CTO for Intro, a venture backed startup.
I lead Finwell from a technology perspective to ensure that our advisors and clients have a seamless tech experience that helps them navigate their complex financial lives.
Ph. D, MBA
Strategic Advisor - Financial Education
Investor, Strategic Advisor
Hisham Hamadeh, Ph. D, MBA
Investor, Strategic Advisor
J.D., LL.M, CEPA™
Investor, Branding Advisor
Branding & Marketing Advisor
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Encino, CA 91436
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Finwell, Inc. is an Investment Adviser registered with the State of California, North Carolina and Tennessee. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. Finwell, Inc. cannot act on any requests to authorize, direct or effect the purchase or sale of any security, wire transfer, or to affect any other transactions verbally or in writing, unless Finwell, Inc. is hired as your investment advisor. Such requests, orders, or other instructions should be sent to and confirmed by your investment management firm. If Finwell is hired to be your investment advisor, please call your representative or email them directly for instructions to complete your request. We are unable to ensure email sent to you from us, or sent from you to us will be received. Please contact us at firstname.lastname@example.org if there is any change in your financial situation, needs, goals or objectives. Additionally, we recommend you compare any account reports from Finwell, Inc. with the account statements from your Custodian, financial advisor or investment management company for accuracy and updated information. Our current disclosure brochure, Form ADV Part 2, is available for your review here. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.