Advisor at Money Pilot Financial Advisor LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Money Pilot Financial Advisor LLC
Location
Radiant, VA
Credentials
CFP®
Industry experience
6 years
Hi I’m Katie, founder of Money Pilot Financial Advisor. I’m a 25-year Army veteran where I served as a troop leader, Blackhawk helicopter pilot, and advisor on China affairs. Now I bring my passion for service and working with soldiers to financial planning. My mission is to help you take charge of your finances and live your best life. My husband Rob and I live on our farm in Virginia where the door is always open.
I work with you to fit your lifestyle. We use virtual technology to meet and connect worldwide. Book meetings online, meet via video chat, stay in charge with our online portal. Give it a test drive. Book your free 20-minute intro call online.
$200
Reduced fee for early career military.
Money Pilot Financial Advisor LLC
2019 - Present (7 years)
U.S. Army
2012 - 2019 (7 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Brock Petrie is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2011. Before transitioning into financial services, Brock spent 15 years working in college athletics focusing on fiscal management and revenue generation. He provides personal and insightful financial strategies tailored to the specific needs and goals of individuals, families, and business owners. Brock holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree in Economics and Business from the University of Illinois and a Master's degree in Sports Management from The Ohio State University. Outside of his professional work, Brock lives in Charlottesville with his wife Cindy. He enjoys spending time with his family, which includes three daughters and seven grandchildren. Brock is also involved in his community and attends City Church in Charlottesville.
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