Brian Wallis

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Richmond, VA 23233

Credentials

CFP®, Series 66

Industry experience

16 years

Expertise

Retirement income strategy General retirement planning Wealth management General estate planning guidance

Work history

Edward Jones

2009 - Present (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Shawn P

CFP®

Richmond, VA

Genuine Wealth Solutions

Wealth is more than just how much you have saved, what you drive, or the square footage of your home. Genuine wealth is the freedom from uncertainty and the purposeful control of our most precious resource, time. I started Genuine Wealth Solutions to provide reliable guidance for driven individuals to reach financial independence and to do so in a way that is transparent and free from conflict of interest. So, whether you're near or in retirement or in the midst of your career, take control of your future with confidence so that you can enjoy today. You deserve this. Let's achieve your financial success together.

General retirement planning Gen Y/Millennials (Born 1980-1995)

Jonathan H

CFP®

Midlothian, VA

Hussmen Financial

Being the son of a CPA, I have always had a keen interest in finance. Along with my other two siblings, I spent a few tax seasons in my father’s office helping where I could and learning the basics of the tax universe. After my time at Virginia Tech, I spent 5 years in Northern Virginia in the hospitality industry, from country clubs to selling wine (fun!!). After the arrival of my first daughter, my wife, Emily, and I returned to our roots in Richmond. I joined his father at his firm in 2018 and made quick work of learning the financial planning world. My goal is to take the questions and stress out of my clients' financial situation, so they can live the life they’ve always wanted. I believe that everyone should have access to a financial planner, whether they have substantial assets, or are just starting to save. You’ve got questions, the Hussmen have the answers!

General tax planning Young Families Gen Y/Millennials (Born 1980-1995)

Lauren Z

CFP®, CIMA®

Richmond, VA

Spark Financial Advisors

Hi, I’m Lauren Zangardi Haynes, CFP®, CIMA® and founder of Spark Financial Advisors. At Spark Financial Advisors we are focused on helping high earning women, dual-career couples & business owners put an effective strategy in place to build wealth, manage taxes, and spend more time doing what they love. Our clients gain peace of mind knowing their finances are outsourced to a highly qualified team with expertise in building wealth and transitioning into retirement. I got my start in the financial services industry in 2005 with Bank of America. While working for U.S. Trust Bank of America Private Wealth Management I attained my CFP® designation and became a Certified Investment Management Analyst (CIMA®). I transitioned to a smaller Fee-Only financial planning firm to get broader experience beyond investment management and haven’t looked back. I have been quoted in the New York Times, Wall Street Journal, Forbes, USA Today, U.S. News and World Report among others, and have written for Richmond Family Magazine. I previously served on the South Region Board for the National Association of Personal Financial Advisors (NAPFA) the leading organization for fiduciary, Fee-Only financial planners. When I’m not geeking out on financial planning I like to spend time with my husband and 3 kids, read, watch stand-up comedy, and (attempt to) garden.

Business ownership considerations Business exit / sale strategy Business succession planning Dual Income Family Women Professionals Gen X (Born 1965-1980)

Christian V

Series 63, Series 65

Glen Allen, VA

Fidelity

Christian Vanhoose is an Investment Consultant currently working at Fidelity Investments since 2024. He meets clients where they are in their financial journey and provides them with education and recommendations to help them work toward their financial goals. Christian's professional experience includes roles as an Individual Financial Consultant at TIAA from 2023 to 2024 and as a Financial Services Consultant at TIAA from 2021 to 2023. He holds a California Insurance License. Outside of his professional career, Christian has personal interests that include spending time at the beach, enjoying food, movies, music, and caring for pets.

Wealth management Passive / index investing Active portfolio management

Joseph T

Series 63, Series 65

Richmond, VA

Merrill

Joseph Torrice is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Joseph earned his Bachelor's Degree from the University of Virginia. His credentials reflect his focus on retirement planning and fiduciary advising within the wealth management sector.

General retirement planning Retirement income strategy Income planning Social Security optimization

Megan S

CFP®, Series 66

Mechanicsville, VA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Wealth management General retirement planning
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