Brian Robinson
CRPC® Financial Advisor |
(703) 327-3129
108 W Washington St
Ste 201
Middleburg, VA 20118
My Philosophy
I've been helping people reach their goals for 9 years.
As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.
Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.
Qualifications
- B.A. Magna Cum Laude - International Finance
- B.A. Magna Cum Laude - Spanish
- CRPC - Chartered Retirement Planning Councelor
Professional Associations
- Advisory Board - Senior Market Advisor Magazine
- FPA (Financial Planning Association)
- Fidelity Investments Advisor Council
- Million Dollar Round Table
- Business Networking International - Northern VA
- Tower Club of Tysons Corner
- Capital Society
- Lock Haven Legends Rugby Club
Interests
- My spirits reviews have been featured in dozens of magazines
- Appeared on WineLibraryTV with Gary Vaynerchuck in 2009
- Featured in Forbes Magazine's September 2009
- I love coaching and playing rugby
License information
I am licensed and registered to conduct business in VA.
Based on licenses and registrations I hold, I may also conduct certain business in DC, DE, FL, GA, MD, MN, NC, PA, SD, TN, WA
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.
- Investment Advice
- Income Tax Planning Strategies
- Retirement Planning Strategies
- Domestic Partner Planning
- Protection and Insurance
- Estate Planning Strategies
- Charitable Giving
- Saving for Education
- Asset Allocation
- General Financial Planning

