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portrait of Brian P Warner
FINANCIAL ADVISOR

Brian P Warner

CFP®, ChFC®, AAMS™
63 Quaker Rd Suite 1, Queensbury, NY 12804opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

About Brian

I joined Edward Jones as a financial advisor beginning in 2016, with the intention of uniting two of my passions: helping people and investing. Being involved in finance is something I always have wanted to do. However, upon graduating college, I was never able to find a perfect financial firm to work for that aligned with my values, until I came across Edward Jones.

Immediately after graduating college in 2011, I started my 4.5-year career in sales with W.B. Mason. I am a graduate of St. Lawrence University with a Bachelor of Arts degree majoring in economics and environmental studies. While...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Healthcare Professionals

Work History

  • Edward JonesJanuary 2016 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • St Lawrence UnivBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Golfing
  • Hockey
  • Football
  • Volunteering

Team Members

  • Jennifer Murphy
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(518) 223-0607

Fax

(877) 222-3419

Office Address

63 Quaker Rd Suite 1
Queensbury, NY 12804opens in a new window

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