Edward Jones – Brian P. Warner, Financial Advisor
About
Brian P. Warner, CFP, ChFC, AAMS, is an Edward Jones financial advisor at 63 Quaker Road, Suite 1, in Queensbury. He is accepting new clients with $100,000 or more in investable assets.
Focus areas include wealth strategies, retirement income and savings strategies, estate and legacy planning, divorce finances and healthcare professionals. Initial consultations are complimentary, in person or virtual.
What to know
- Holds three designations: CFP, ChFC and AAMS.
- Divorce financial planning is a listed specialty.
- Works with clients at the $100,000-plus level.
- Consultations can be booked through his Edward Jones profile.
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