Why am I a financial advisor?
My mission in life is to improve the happiness and well-being of those around me. I began my practice at Edward Jones in 2010 in order to help others achieve their financial goals.
What I wish for my clients to feel:
- They are listened to and understood. That they can speak openly about what is important to them.
- Their values are reflected in goals which we create and review together.
- They are in control and know if they are on track.
How do I do this?
- A discovery conversation to get to know each other.
- An established process to create personalized strategies.
- Technology that allows you to visualize and track your financial progress.
- Transparency of fees – You will receive a summary of costs report regularly as part of our established process.
Who I am:
I am a PA native who has been residing in the DC area for over 25 years. I’m a Virginia Tech Hokie and I always look forward to attending a football game each year. My parents are local, and I enjoy visiting with them and golfing with my dad. In my free time, I play guitar and perform locally. I am passionate about mountain biking and weightlifting. The most important things in life to me are investing in relationships, personal development and creating a better future.
My Team:
Alex Andrade is your Registered Branch Associate and joined our team in February 2023. He is from the DMV area and graduated from George Mason University. In his free time, Alex enjoys staying active by playing sports, and spending his free time with his wife and their Boston Terrier.
Diana Tenorio is your Branch Office Administrator and joined our team in December of 2022. She brings many years of experience of client support. In her free time, Diana enjoys cooking, biking and exploring new restaurants with her husband.
Together, they ensure that our time together is meaningful by helping you to prepare for our conversations and by completing the important follow-up work to help you make progress towards your goals.
Designations and Accolades:
In 2017, I attained the CFP® certification.
In 2022, I was named to the 2022 Forbes Top Next-Gen Wealth Advisors Best-In-State in VA, awarded August 2022, research by SHOOK Research, LLC. data as of March 2022. Compensation provided for using, not obtaining, the rating.
Focus areas
- Retirement Income Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Special Needs Financial Considerations
Focus Areas
- Retirement Income Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Special Needs Financial Considerations
Office Information
Phone Number
Matthew E Edgar at (703) 218-3900Branch Team
- Alex Andrade
- Registered Branch Associate
- Diana Tenorio
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Friday | 09:00AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Friday | 09:00AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Alex Andrade
- Registered Branch Associate
- Diana Tenorio
- Branch Office Administrator
Branch Team
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