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Robert Briscoe, Financial Advisor serving the Lake Ridge, VA area - Ameriprise Advisors

Robert Briscoe

Financial Advisor

Investment Manager
Whitlock Wealth
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Charitable Giving

Education

  • BS Finance, Insurance, Business Law - Virginia Polytechnic Institute and State University 1999-2003

Professional associations

  • Leadership Prince William - Class of 2016

Previous experience

  • Finance-Operations-Inventory Manager, Tidewater Medical Supplies, Virginia Beach, VA, 2003-2006

Community participation

  • Rotary International
  • Surfrider Foundation

Interests

I enjoy outdoor activities of all kinds; whether it be golf, tennis, driving my Jeep Off-road, or taking a jog around Virginia Beach. I enjoy volunteering on projects out doors, especially with groups like Rotary and the Virginia chapter of the Surfrider Foundation.

https://vb.surfrider.org/

I am a member of The Society of The Cincinnati of Maryland, dedicated to perpetuating the memory of the American Revolution.

http://societyofthecincinnati.org