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Brian Windsor, CFP®

Vice President
Financial Advisor

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MEET BRIAN

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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IMPORTANT DISCLOSURES: Please remember that past performance may not be indicative of future results. Registration as an investment adviser (RIA) does not imply a a certain level of skill or training. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Bogart Wealth, LLC (“Bogart Wealth”), or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from Bogart Wealth. Please remember to contact Bogart Wealth, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Bogart Wealth is neither a law firm nor a certified public accounting firm and no portion of the commentary content should be construed as legal or accounting advice. A copy of the Bogart Wealth’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request.

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