Brian Windsor, CFP®
Brian Windsor has over 15 years of investment management and financial planning experience with a passion for providing financial life advice to clients and their families. As a Vice President, Financial Advisor, Brian helps to grow, protect and transfer assets with disciplined advice aimed at helping clients live a richer, fulfilled life.
Brian is a CERTIFIED FINANCIAL PLANNER™ (CFP®). He holds a Bachelor of Arts in Economics from the University of Maryland, Baltimore County.
Prior to joining Bogart Wealth, Brian spent over 11 years with Fidelity Investments and 4 years with T. Rowe Price.
Brian lives in Northern Virginia with his wife Lisa, their two children and two dogs. Outside of work Brian enjoys watching the Baltimore Orioles, cooking for his family, music and traveling.
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