Bradley Dykes
Granite Bay,CA
Summary
Experienced leader offers 25 years of experience building, cultivating and motivating a sales force of financial advisors.
Areas of expertise include:
Recruiting / Revenue Optimization / Public speaking / Business Development / Organizational Management / Training & Development / Mentoring
Overview
42
42
years of professional experience
1
1
Certification
Work History
Executive Director
TLC Consulting Group
01.2025 - Current
- Independent Recruiter of Wealth Management Advisor talent
- Helped create marketing campaigns to connect with and attract high-end advisor talent
- Consulted with advisors and made referrals to multiple wealth management firms
Assistant District Manager
Farmers Insurance District Office
08.2023 - 12.2024
- Conducted FFs audits throughout two Farmers Districts on behalf of the District Manager
- Coached specific agents on how to market and close FFs business within their books of business
- Assisted District Manager in any areas of priority
Senior Vice President / Sub-Complex Manager
Morgan Stanley, Wealth Management
02.2010 - 07.2023
- Responsible for all business development and leadership activities in multiple California branch offices
- Responsibilities include recruiting advisor talent, coach existing financial advisors, deliver on firm initiatives, build diverse teams, mentor future leaders and identify strategic growth opportunities
Managing Director / Regional Director
Merrill Lynch & Co., Inc
04.2005 - 04.2008
- Built, developed and led region of 16 offices, over 500 financial advisors
- Responsible for a business with over $300 million in annual revenue
- Annually developed strategic plan and business initiatives to contribute to firm's broader goals
- Supervised, motivated, coached and counseled 30 member management team
- Oversaw and approved all administrative procedures and operational activities to optimize efficiencies and mitigate risk
Complex Director / Beverly Hills, CA
Merrill Lynch & Co., Inc
04.2001 - 04.2005
- Responsible for firm's largest complex with 7 branch offices and 204 financial advisors generating over $100 million in annual revenue.
- Led strategic team building initiatives to leverage advisor's individual skill sets and better service client relationships.
Complex Director / Long Beach, CA
Merrill Lynch & Co., Inc
07.1998 - 04.2001
- Responsible for all business development and management activities in four South Bay branch offices
Resident Director / Branch Manager
Merrill Lynch & Co., Inc
04.1996 - 07.1998
- Responsible for all business development and management activities in branch office consisting of 26 financial advisors
Divisional Consultant
Paine Webber
04.1994 - 04.1996
- Trained Southern California advisors on all fee-based products. Conducted seminars and branch visits, promoted launched and trained advisors on new products and cultivated relationships with 500 advisors / 35 branch managers
Vice President / Divisional Consultant
Dean Witter Reynolds
10.1989 - 04.1994
- Trained Southern California advisors on all fee-based products. Conducted seminars and branch visits, promoted, launched and trained on new products, cultivated relationships with 1300 advisors / 45 branch managers
Account Executive / Financial Advisor
Dean Witter Reynolds
09.1983 - 10.1989
- Responsible for developing client relationships and managing investment assets
Skills
- Consistent recruiter of advisor talent
- Trained and led advisors to fee-based wealth management model
- Mentored future leaders into key management positions
- Accomplished public speaker - created and delivered extensive internal and public/client presentations
- Successfully launched new branch offices in key markets
- Mentored students and funded educational opportunities in under-served communities
- Active volunteer in communities, serving on multiple boards and non-profit organizations
Certification
Series 7, 9 & 10, Series 3 (managed futures), Series 65, Life and Disability
Timeline
Executive Director
TLC Consulting Group
01.2025 - Current
Assistant District Manager
Farmers Insurance District Office
08.2023 - 12.2024
Senior Vice President / Sub-Complex Manager
Morgan Stanley, Wealth Management
02.2010 - 07.2023
Managing Director / Regional Director
Merrill Lynch & Co., Inc
04.2005 - 04.2008
Complex Director / Beverly Hills, CA
Merrill Lynch & Co., Inc
04.2001 - 04.2005
Complex Director / Long Beach, CA
Merrill Lynch & Co., Inc
07.1998 - 04.2001
Resident Director / Branch Manager
Merrill Lynch & Co., Inc
04.1996 - 07.1998
Divisional Consultant
Paine Webber
04.1994 - 04.1996
Vice President / Divisional Consultant
Dean Witter Reynolds
10.1989 - 04.1994
Account Executive / Financial Advisor
Dean Witter Reynolds
09.1983 - 10.1989
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