As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what is important to you before investing your money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do. We will work together to develop specific strategies to help you achieve your goals. We will also monitor your progress to help make sure you stay on track or determine if any adjustments are needed. Throughout it all, my team and I are dedicated to providing top-notch client service.
I grew up in Northern Virginia and, in 2001, graduated from the University of Florida with an accounting degree. Following college, I entered the Officer Candidate School program of the United States Marine Corps and served four years as a Marine Officer including one combat deployment to Iraq in 2004.
In 2006, I joined Edward Jones as a financial advisor, opening the first branch office in Purcellville, VA. I became a limited partner with the firm in 2011 and have assisted in the financial advisor training and opening of two additional branch offices in town. I received the AAMS® certification in 2008 and the CFP® designation in 2011. When not at the office, my wife and I stay busy raising our children and traveling.
I am fortunate to have Patt Peters and Morgana Herrera on my staff. As a team, we are dedicated to providing exceptional client service. We also have the support and guidance from the Edward Jones headquarters, which provides us with advanced technology and industry research and expertise.
Working together, we can develop a complete and tailored financial strategy to serve your current and future goals. I look forward to our continued partnership with our clients and to building relationships with new clients in the years ahead.
Office Address121 E Main St
Purcellville, VA 20132
Phone NumberBrian J McDonald at (540) 338-2291
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