Cleveland, Ohio - (February 2025) – Return on Life® Wealth Partners is pleased to welcome Bradley S. Scarbrough, MBA, as Director of Marketing and Business Development for our growing registered investment advisor (RIA) firm. Brad will play a pivotal role in shaping the firm’s future growth through the development and implementation of strategic initiatives intended to advance our business goals and build on more than three decades of our independent wealth management team’s accomplishments.
“We look forward to Brad’s contributions in identifying opportunities and implementing strategies to help expand our market reach, enhance our service offering, and maintain our reputation as a wealth management firm of choice for our clients, team members, and stakeholders,” said the firm’s President and Founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA.
With more than 20 years of experience in marketing, finance, and business development, Brad brings a deep understanding of the products, practices, programs, and tools that will help the firm remain competitive in a dynamically changing industry.
Prior to joining Return on Life® Wealth Partners, Brad held a number of senior management and executive positions, including Vice President of Digital Sales at iHeartMedia, where his responsibilities included securing new business, leading digital marketing and sales efforts, building integrated campaigns, and developing key performance indicators. He has also successfully managed and led revenue-generating marketing and sales efforts for regional and national companies, including ZeroSum.AI, Credit Acceptance, Neo Marketing, Allstate, and Advance Digital/Advance Publications.
Brad holds a Bachelor of Arts in Finance from the University of Phoenix and a Master of Business Administration, Data Analytics, from Southern Indiana University.
For more than thirty years, the Return on Life® Wealth Partners team has focused on providing each client with the benefit of their diverse perspectives and experience across multiple financial disciplines, enabling the team to build lasting relationships with the high-net-worth families and business owners it serves in Northeast, Ohio and throughout the United States. The firm was named to the annual Forbes │SHOOK list of Best-in-State Wealth Management Teams for 2025. Ranking 89 out of 179 for the state of Ohio, this marks the second consecutive year the team has received this prestigious honor.*
About Return on Life Wealth Partners
Return on Life Wealth Partners is an independent Registered Investment Advisor (RIA) founded in 1994 with headquarters in Cleveland, Ohio. The team provides comprehensive wealth planning services to individuals, families, and business owners. By examining clients’ lives before their money, Return on Life® aligns its advice with clients’ values and aims to help clients achieve the milestones that matter most to them. This personalized approach also extends to the institutional and corporate retirement plan services available through 401(k) Prosperity®. For additional information, visit us at ReturnOnLifeWealth.com.
*The Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team and are not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. Neither Return on Life Wealth Partners nor any of its financial advisors or RIA firm pay a fee in exchange for this award/rating. To view the full list, please visit https://www.forbes.com/lists/wealth-management-teams-best-in-state/.
Forbes, SHOOK Research, and Return on Life Wealth Partners are separate, unaffiliated entities.
Investment advice offered through Planned Financial Services, LLC, a Registered Investment Advisor.
For additional information about the firm and our services, see our Disclosure Brochure (Form ADV Part 2) and Customer Relationship Summary (Form CRS) Brochure.
