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portrait of Brian A Wallis
FINANCIAL ADVISOR

Brian A Wallis

CFP®
201 Towne Center West Blvd, Suite 704, Richmond, VA 23233opens in a new window
Accepting New Clients
CallSend Me a Message

About Brian

If you are looking for a financial advisor that cares deeply about you and your family, then please reach out to me. Creating long-term meaningful relationships with my clients is the most important aspect of my career. I do not take on every client relationship because I want to have fewer clients that I know extremely well and, in return, work with clients that want and value my advice. If you and I are a good fit, I will work very hard to be well informed to help you build and protect your wealth.

I use an established process with all...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Insurance & Annuities

Work History

  • Edward JonesOctober 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Seton Hall UniversityMaster of Arts
  • Aquinas CollegeBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Volunteering
  • Active Lifestyle
  • Pets

Team Members

  • Debbie Falcone
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon Closed for Holiday
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(804) 360-0078

Fax

(888) 654-7131

Office Address

201 Towne Center West Blvd
Suite 704
Richmond, VA 23233opens in a new window

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