As a financial advisor with Edward Jones, I partner with a select group of families to help organize, build and protect their wealth.
I believe it's imperative to invest my time in understanding what is most important to you before you invest 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, whether that’s planning for retirement, saving for college for children or grandchildren, or working to protect the ones you care for most.
I grew up on the coast of Maine with seven siblings and enlisted in the United States Army at 18. I relocated to the Washington DC area on assignment to the 3rd U.S. Infantry Regiment “The Old Guard” at Fort Myer, VA.
Separating from military service in 2003, I worked for a number of Federal Savings Banks in the area. In 2010, I joined Edward Jones as a financial advisor, opening the first branch office in the Ashburn market. I became a limited partner with the firm in 2014 and currently serve in multiple leadership capacities in the Northern Virginia area.
I was named to the 2022 Forbes Best-in-State Wealth Advisors in the State of Virginia. [2022 Forbes Best-in-State Wealth Advisors for Virginia, awarded April 2022, research by SHOOK Research, LLC. Data as of June 2021. Compensation provided for using, not obtaining, the rating.] More information on the rankings can be found at https://www.forbes.com/best-in-state-wealth-advisors.
Outside of Edward Jones, I have been married to my wife, Jenifer, for 15 years and counting. We have two children, Bradley and Addison Rose. Having lived in Northern Virginia for 22-plus years, we are happy to call it home. As a family, we are avid skiers. We love scuba diving, kayaking, hiking, fishing and all the Blue Ridge Mountains have to offer.
My branch office administrator, Melissa, focuses on providing a uniquely personal experience for each one of the families that we serve. Melissa has been with Edward Jones for 12-plus years and is also a limited partner with the firm. Melissa is a lifelong Virginia resident and lives locally with her daughter, Alley.
Together, our team seeks to build and maintain meaningful, impactful and lasting relationships with each client–family we currently serve, and those we have yet to meet.
- Wealth Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
My Personal Interests
- Active Lifestyle
- Scuba Diving
- Car Restoration
Phone NumberNate George at (703) 723-5105
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