Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Brad Mayo

Investment Planner

(662)236-5430

brad.mayo@bthwm.com

Brad Mayo is a native of Oxford and a graduate of Oxford High School and the University of Mississippi. Brad has worked in financial and investment advising since 2009, and holds Series 7 and 66 FINRA licenses. The majority of his...

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Jason List

Branch Operations Manager

(662)236-5430

jason.list@bthwm.com

A former collegiate athletic administrator, including nearly a decade with the Ole Miss Athletics Department. During his time with the Rebels, he served on the senior leadership team and oversaw all aspects of the marketing and fan...
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