Cfp Brittany Hale Cpwa Email & Phone Number | Our team is focused on using a holistic approach to help our clients meet their personal goals. We tend to work with IT professionals, Executives, and Business owners who are looking for help with various strategic planning needs. We understand the complexities of: ~Stock options planning ~Executive bonus and compensation packages ~Succession planning for business owners ~Intergenerational Wealth Planning It takes a team that is willing to work with your other trusted financial professionals to keep you on track. I want to get to know your CPA, estate and/or business attorneys, so that together we can make sure we are focused on what matters most to you and have a strategy in place to help get you there. I am constantly learning to keep pace with the industry and what my clients need, which is why I hold my CFP, and CPWA designations. I enjoy working with Executives, IT Professionals and Business Owners because they are passionate and the best at what they do. They understand the time and dedication needed to accomplish their professional goals, and I want to share in that same dedication to help them reach their financial goals. I appreciate that they can be at times more analytical, but also understand the need to have the right team in place, so they can focus on their own ambitions. I was honored and humbled to recently be named among the 2023 Forbes America's Top Women Wealth Advisors Best-in-State in Virginia #35 in VA* As well as in 2022-2023 #16 in 23', #20 in 22' Forbes Next-Gen Best- In-State Wealth Advisors* by Forbes and SHOOK Research for the state of Virginia. It is great to be recognized for the dedication our team has to our clients. We tailor our approach to each family or business' individual needs, to help them reach their goals. Megan Ramsey (senior branch office administrator) and Sara Thrasher (branch office administrator) are focused on delivering ideal customer service. *(Source: 2023 Forbes America's Top Women Wealth Advisors and 2023 Forbes America's Top Women Wealth Advisors Best-in-State for VA awarded February 2023, research by SHOOK Research, LLC. Data as of September 2022. Compensation provided for using, not obtaining, the rating.) * 2023 Forbes Next-Gen Best-in-State Wealth Advisors in Virginia, published August each year, research by SHOOK Research, LLC. data as of March of same year. Compensation provided for using, not obtaining, the rating. /*********/ For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Cfp Brittany Hale Cpwa

Our team is focused on using a holistic approach to help our clients meet their personal goals. We t...
Greater Richmond Region, Greater Richmond Region, United States

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Cfp Brittany Hale Cpwa’s Email brittany.hale@edwardjones.com

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Cfp Brittany Hale Cpwa’s Location Greater Richmond Region, Greater Richmond Region, United States

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Edward Jones

Financial Advisor

2011-02-01 00:00:00 - Present

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FAQ About Cfp Brittany Hale Cpwa

Cfp Brittany Hale Cpwa is located at
Greater Richmond Region, Greater Richmond Region, United States

Cfp Brittany Hale Cpwa is a Our team is focused on using a holistic approach to help our clients meet their personal goals. We tend to work with IT professionals, Executives, and Business owners who are looking for help with various strategic planning needs. We understand the complexities of: ~Stock options planning ~Executive bonus and compensation packages ~Succession planning for business owners ~Intergenerational Wealth Planning It takes a team that is willing to work with your other trusted financial professionals to keep you on track. I want to get to know your CPA, estate and/or business attorneys, so that together we can make sure we are focused on what matters most to you and have a strategy in place to help get you there. I am constantly learning to keep pace with the industry and what my clients need, which is why I hold my CFP, and CPWA designations. I enjoy working with Executives, IT Professionals and Business Owners because they are passionate and the best at what they do. They understand the time and dedication needed to accomplish their professional goals, and I want to share in that same dedication to help them reach their financial goals. I appreciate that they can be at times more analytical, but also understand the need to have the right team in place, so they can focus on their own ambitions. I was honored and humbled to recently be named among the 2023 Forbes America's Top Women Wealth Advisors Best-in-State in Virginia #35 in VA* As well as in 2022-2023 #16 in 23', #20 in 22' Forbes Next-Gen Best- In-State Wealth Advisors* by Forbes and SHOOK Research for the state of Virginia. It is great to be recognized for the dedication our team has to our clients. We tailor our approach to each family or business' individual needs, to help them reach their goals. Megan Ramsey (senior branch office administrator) and Sara Thrasher (branch office administrator) are focused on delivering ideal customer service. *(Source: 2023 Forbes America's Top Women Wealth Advisors and 2023 Forbes America's Top Women Wealth Advisors Best-in-State for VA awarded February 2023, research by SHOOK Research, LLC. Data as of September 2022. Compensation provided for using, not obtaining, the rating.) * 2023 Forbes Next-Gen Best-in-State Wealth Advisors in Virginia, published August each year, research by SHOOK Research, LLC. data as of March of same year. Compensation provided for using, not obtaining, the rating. /*********/ For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.