If you are looking for a financial advisor that cares deeply about you and your family, then please reach out to me. Creating long-term meaningful relationships with my clients is the most important aspect of my career. I do not take on every client relationship because I want to have fewer clients that I know extremely well and, in return, work with clients that want and value my advice. If you and I are a good fit, I will work very hard to be well informed to help you build and protect your wealth.
I use an established process with all of my clients that starts with fully understanding where you are today and where you hope to be in the future. After we implement personalized strategies, we then partner together to help keep you on track.
I graduated from Aquinas College in Grand Rapids, MI, and then I served one year in the Jesuit Volunteer Corps (JVC), similar to the peace corps. After JVC, I completed a two-year program through Seton Hall University in New Jersey where I acquired my master's degree and taught full-time at St. Anthony High School in Jersey City, NJ. I then taught high school English for three years before joining Edward Jones in October of 2009.
My goal is to teach you as much as possible about market behavior, estate considerations, the different types of accounts, protection and so much more. In 2014, I earned my CFP certification from the Certified Financial Planner Board of Standards Inc.
I am a sports enthusiast that had the pleasure of coaching my two sons, William and Bryson, and all our great teammates, over a five-year period in basketball and soccer. My wife, Suzanne, works for ACTS, a non-profit organization.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
- Active Lifestyle
Phone NumberBrian A Wallis at (804) 360-0078
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
- Web Conferencing
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