Managing Director, Head of Consulting Group
Breland brings over 12 years of experience in financial planning, tax planning, securities, and insurance services.
Breland Applewhite joined Addicus in 2016 as a Client Relationship Manager. During his time with Addicus, he has been promoted and currently serves as Managing Director and Head of Addicus Consulting Group. He specializes in taking client goals and crafting them into sophisticated financial plans for a select group of U.S., Non-U.S., and global citizens. Breland is passionate about taking clients’ goals and turning them into reality through extensive planning and modeling.
Prior to joining Addicus, Breland was a Financial Services Professional, working with Renasant Financial Services from 2015 to 2016. During this time, he handled a multi-million-dollar book of business and helped clients manage their portfolios to identify solutions around building their best financial future. Previously, he worked with Jackson Eye Institute as an Assistant Head Ophthalmic Technician from 2011 to 2015 and was a Personal Banker with Bancorp South.
He graduated from the University of Mississippi with a Bachelor of Business Administration in Banking and Finance. Breland is an Investment Advisor Representative registered with Addicus Advisory, LLC who currently holds his Series 65 License.
Breland resides in Jackson, Mississippi, with his wife Kayla and their two children. When he is not working or spending time with his family, Breland enjoys golf, fitness, and keeping up with Ole Miss athletics. He is also a member of the Ole Miss Alumni Association.Contact vCard email@example.com 662.701.7751