Edward Jones - Financial Advisor: Brian J McDonald, CFP®|ChFC®|CEPA®|AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-smart investing

About

Brian J McDonald is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Certified Exit Planning Advisor (CEPA®) based in Purcellville, Virginia. He provides financial planning and investment guidance to individuals and families in the local community. His services include retirement planning, education savings strategies, and tax-smart investment management. Brian focuses on helping clients achieve their financial goals through personalized, face-to-face consultations.

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