Brad Ledbetter in

Brad Ledbetter

Doer · DISC type sd
Partner & Wealth Management Advisor at Triumph Financial Group
📍 Dallas-Fort Worth Metroplex, United States

Brad Ledbetter is a Partner and Wealth Management Advisor at Triumph Financial Group, specializing in guiding professionals, business owners, and retirees. A former math teacher with an MBA from Dallas Baptist University, he holds multiple financial certifications. He is consistently recognized as a top national advisor within Northwestern Mutual.

Brad resides in Dallas with his wife, Rachel, and their three children. He is actively involved in his church and supports several local non-profits. He and his wife enjoy sports like tennis and golf, and share a goal of running a half-marathon in all 50 states.

Before his career in finance, Brad was a high school Algebra teacher, driven by a passion for helping others understand complex topics.

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Experience
16 Years
Current Role
Partner & Wealth Management Advisor
Location
Dallas-Fort Worth Metroplex, United States
Personality Overview

How Brad shows up

Risk-Accepting
Strategic Planner
Fast-paced

They exhibit a rare combination of being result-oriented but patient at the same time. Reading between the lines and seeing beyond your words comes naturally to them. They are very professional in their approach and can weigh multiple perspectives together.

Priorities

Topics Brad cares about

Wealth Management
His career is dedicated to providing comprehensive financial planning and investment strategies for high-net-worth clients, focusing on their long-term goals and peace of mind.
Supporting Business Owners
His practice has a specific focus on helping successful business owners navigate their unique financial challenges and opportunities.
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Career

Work history

6-2022
Partner & Wealth Management Advisor
Triumph Financial Group
6-2011
Wealth Management Advisor
Northwestern Mutual
Mathematics Teacher
Irving ISD
6-2008 - 8-2010
Undergraduate Admissions, Assistant Director of Transfer Recruitment
Dallas Baptist University
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education

Brad has no verified education history

Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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