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

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

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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.

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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

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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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
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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