Brian Windsor, Cfp®
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Brian Windsor, Cfp® Email & Phone Number

Vice President, Financial Advisor at Bogart Wealth at Bogart Wealth
Location: Vienna, Virginia, United States 6 work roles 1 school
1 work email found @bogartwealth.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email b****@bogartwealth.com
LinkedIn Profile matched
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Current company
Bogart Wealth
Role
Vice President, Financial Advisor at Bogart Wealth
Location
Vienna, Virginia, United States
Company size
16 employees

Who is Brian Windsor, Cfp®? Overview

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Quick answer

Brian Windsor, Cfp® is listed as Vice President, Financial Advisor at Bogart Wealth at Bogart Wealth, a with 16 employees, based in Vienna, Virginia, United States. AeroLeads shows a work email signal at bogartwealth.com and a matched LinkedIn profile for Brian Windsor, Cfp®.

Brian Windsor, Cfp® previously worked as Vice President, Financial Advisor at Bogart Wealth and Vice President, Financial Consultant at Fidelity Investments. Brian Windsor, Cfp® holds Bachelor'S Degree, Economics from University Of Maryland Baltimore County.

Company email context

Email format at Bogart Wealth

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*@bogartwealth.com
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AeroLeads found 1 current-domain work email signal for Brian Windsor, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Brian Windsor, Cfp®

Dedicated in being a trusted personal primary financial advisor for high-net-worth individuals and their families. I have a passion for financial planning and take pride in partnering with investors to lead a richer, fulfilled life. I live in Northern Virginia with my wife Lisa, our three children and our two dogs. Outside of work, I enjoy baseball, music and cooking.

Current workplace

Brian Windsor, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Bogart Wealth
Bogart Wealth
Vice President, Financial Advisor at Bogart Wealth
mclean, virginia, united states
Website
bogartwealth.com
Employees
16
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Company profile
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6 roles

Brian Windsor, Cfp® work experience

A career timeline built from the work history available for this profile.

Vice President, Financial Advisor

Current
Bogart Wealth

Mclean, Virginia, United States

May 2022 - Present

Vice President, Financial Consultant

Fidelity Investments

Washington, District Of Columbia, United States

Jul 2012 - May 2022

Investor Center Specialist

T. Rowe Price

Washington Dc-Baltimore Area

Nov 2009 - Oct 2010

Senior Service Specialist

T. Rowe Price

Owings Mills, Maryland, United States

Nov 2006 - Nov 2009
Team & coworkers

Colleagues at Bogart Wealth

Other employees you can reach at bogartwealth.com. View company contacts for 16 employees →

AM Amanda Muse, Cfp® Amanda Muse, Cfp® Colleague at Bogart WealthHouston, Texas, United States View → CB Chaz Billak, Cfp® Chaz Billak, Cfp® Colleague at Bogart WealthOakton, Virginia, United States View → SK Suzanne Kellogg, Iaccp® Suzanne Kellogg, Iaccp® Colleague at Bogart WealthAlexandria, Virginia, United States View → MH Mindy Harbour Mindy Harbour Colleague at Bogart WealthGreater Houston, United States View → AA Asima Aleem Asima Aleem Colleague at Bogart WealthGreater Houston, United States View → SB Shesh Batni Shesh Batni Colleague at Bogart WealthWashington Dc-Baltimore Area, United States View → ST Sandra Terronez, Cfp® Sandra Terronez, Cfp® Colleague at Bogart WealthVienna, Virginia, United States View → LD Leah Dwyer, Cfp® Leah Dwyer, Cfp® Colleague at Bogart WealthGreater Houston, United States View → FT Fred Tagbor Fred Tagbor Colleague at Bogart WealthAccra, Greater Accra Region, Ghana View → TK Thomas Kellogg Thomas Kellogg Colleague at Bogart WealthWilliamsburg, Virginia, United States View →
1 education record

Brian Windsor, Cfp® education

FAQ

Frequently asked questions about Brian Windsor, Cfp®

Quick answers generated from the profile data available on this page.

What company does Brian Windsor, Cfp® work for?

Brian Windsor, Cfp® works for Bogart Wealth.

What is Brian Windsor, Cfp®'s role at Bogart Wealth?

Brian Windsor, Cfp® is listed as Vice President, Financial Advisor at Bogart Wealth at Bogart Wealth.

What is Brian Windsor, Cfp®'s email address?

AeroLeads has found 1 work email signal at @bogartwealth.com for Brian Windsor, Cfp® at Bogart Wealth.

Where is Brian Windsor, Cfp® based?

Brian Windsor, Cfp® is based in Vienna, Virginia, United States while working with Bogart Wealth.

What companies has Brian Windsor, Cfp® worked for?

Brian Windsor, Cfp® has worked for Bogart Wealth, Fidelity Investments, and T. Rowe Price.

Who are Brian Windsor, Cfp®'s colleagues at Bogart Wealth?

Brian Windsor, Cfp®'s colleagues at Bogart Wealth include Amanda Muse, Cfp®, Chaz Billak, Cfp®, Suzanne Kellogg, Iaccp®, Mindy Harbour, and Asima Aleem.

How can I contact Brian Windsor, Cfp®?

You can use AeroLeads to view verified contact signals for Brian Windsor, Cfp® at Bogart Wealth, including work email, phone, and LinkedIn data when available.

What schools did Brian Windsor, Cfp® attend?

Brian Windsor, Cfp® holds Bachelor'S Degree, Economics from University Of Maryland Baltimore County.

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