FINANCIAL ADVISOR
CallSend Me a MessageBrian J McDonald
CFP®, ChFC®, CEPA®, AAMS™
121 E Main St, Purcellville, VA 20132opens in a new windowClient by Referral
Serving clients with $1,000,000
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 HerreraAssociate Financial Advisor
- Kristen HickmanBranch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Phone
(540) 338-2291Fax
(888) 899-8155Office Address
121 E Main StPurcellville, VA 20132opens in a new window
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