Search

Spotlight: Exploring Life & Business with Breanna Stott of Finwell



Breanna Stott, Finwell's Founder & CEO, was recently interviewed by the Nashville Voyager to talk about her journey starting Finwell, where she and the firm are today, and where she is leading Finwell in the future.


The below interview was originally published in the Nashville Voyager on July 28th, 2021.


Today we’d like to introduce you to Breanna Stott.


Hi Breanna, thanks for sharing your story with us. To start, maybe you can tell our readers some of your backstory.

I started working in banking right out of high school because I was already living on my own. I worked my way up to becoming a VP & Wealth Advisor to entertainers, athletes, tech founders and business executives in the Beverly Hills and surrounding areas of California. I realized that there was a gap in the wealth management space when working at larger firms. Either minimums were too high or the financial institutions pushed high commission products on clients, creating a conflict of interest between advisor and client. So, I founded Finwell. An unbiased boutique financial planning and wealth management firm that specializes in entertainers, athletes, business owners and executives. I relocated to Nashville because of my close relationships to individuals in the music space, to be closer to friends and family and to grow Finwell in a place with a sense of community for small businesses.


Alright, so let’s dig a little deeper into the story – has it been an easy path overall and if not, what were the challenges you’ve had to overcome?

My journey has been smoother than others and harder than others. I don’t think I have met someone who can say they have had a complete smooth journey. Starting and running a business is a unique type of hard. I wouldn’t change it, but I understand why the failure rates are what they are and why we all need to be supportive of small businesses before they disappear. Our country is great because of our ability to create, grow and thrive if we work hard enough, and work honestly. That needs to be protected and supported by the community, government and educational systems.


As you know, we’re big fans of Finwell, Inc. For our readers who might not be as familiar what can you tell them about the brand?

Finwell is a boutique financial planning and wealth management firm. We work with individuals and their families to help create financial peace of mind. We do this by actually listening to clients, seeking to understand what is going on in their life and then collaboratively working together to identify and prioritize their financial and life goals. We are relationship based because we believe that building a lasting relationship is the best way to ensure success. We do little marketing to keep our fees low and gain most new clients through client referrals, CPAs, attorneys and participating in events. People choose us because of our value, our expertise and being a fiduciary, meaning we legally have to and want to put our clients first.


The crisis has affected us all in different ways. How has it affected you and any important lessons or epiphanies you can share with us?

Covid created new stresses. Our financial planners became a resource for clients in other ways. We felt more like life coaches/ therapists than financial planners and felt that we were able to be there for clients differently than we had been before. We work with some organizations as an employee benefit for financial literacy and workplace benefit/financial planning. Those clients reached out a lot more with family dynamic questions/concerns and overall life updates. We celebrated with a lot of clients too! We became a first call when they were promoted, graduated, entered a healthy relationship, and bought a new home. Human advisors added a lot of value when people needed it the most, during covid.


Get started by emailing info@finwellbenefits.com or scheduling a consultation today.









Finwell, Inc. is an Investment Adviser registered with the State of California and North Carolina. 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 membership@finwellbenefits.com 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.


All content in this blog is information of a general nature and does not address the circumstances of any particular individual or entity. Nothing in this newsletter constitutes professional and/or financial advice. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information in this newsletter before making any decisions based on such information or other factors.

53 views0 comments

Recent Posts

See All