Brandon Scott Smith, MBA, CLU®, ChFC®, TPCP®, LUTCF® in

Brandon Scott Smith, MBA, CLU®, ChFC®, TPCP®, LUTCF®

Questioner · DISC type c
Registered Representative at The Leaders Group, Inc.
📍 Richmond, Virginia, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
12 Years
Current Role
Registered Representative
Job Level
Junior
Location
Richmond, Virginia, United States
Personality Overview

How Brandon shows up

Price-Sensitive
Systematic
Cautious & Analytical

They prefer to do thorough analysis of any situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Priorities

Topics Brandon cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

10-2018
Registered Representative
The Leaders Group, Inc.
2-2018
Executive Vice President, Partner, and Financial Consultant
Milestone Financial Solutions
12-2015 - 10-2018
Financial Consultant
AXA Advisors, LLC
7-2015 - 5-2016
Graduate Assistant of Operations
University of Mary Washington
8-2012 - 5-2014
Resident Assistant
University of Mary Washington
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1-2025 - 12-2025
Tax Planning Certified Professional™
The American College of Financial Services
1-2024 - 7-2024
Certified Plan Fiduciary Advisor
National Association of Plan Advisors
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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