Brian McDonald, Financial Advisor

FINANCIAL ADVISOR
Brian J McDonald

CFP®, ChFC®, CEPA®, AAMS™
121 E Main St, Purcellville, VA 20132opens in a new window
Client by Referral
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Retirement Income Strategies
  • Wealth Strategies

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Team Members

  • Morgana Herrera
    Associate Financial Advisor
  • Kristen Hickman
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(540) 338-2291

Fax

(888) 899-8155

Office Address

121 E Main St
Purcellville, VA 20132opens in a new window

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