Herndon, VA Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

3

Of 10,209 advisors across 5,115 offices

Location

Herndon VA

Advisors at this office

3

Advisors at this office

user avatar

Rebecca B

CFP®, Series 66, Series 63

Herndon, VA

Cetera

Rebecca Borton is a financial advisor with Cetera, holding the CFP® designation and Series 66 and 63 licenses, and has 11 years of industry experience. Her career includes roles at firms such as Raymond James Financial, Morgan Stanley, Commonwealth Financial Network, and Avantax. She is involved with Timothy Richardson LLC DBA Greenspace Financial, providing financial planning and client service support. Cetera Investment Advisers LLC is a large SEC-registered advisory firm with over 10,000 advisors and more than $256 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, and institutional clients, offering a multi-manager investment platform with discretionary and non-discretionary portfolio management and financial planning services.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Timothy R

CFA®, Series 63

Herndon, VA

Cetera

Timothy Richardson is a CFA® charterholder with 12 years of industry experience. He is currently affiliated with Cetera and has held roles at Greenspace Financial, Avantax, Raymond James, and other financial firms. Outside of advisory work, he provides tax preparation services through his own DBA, Greenspace Financial, and volunteers assisting older adults with transportation and civic voting activities in Fairfax County. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, supporting both discretionary and non-discretionary investment strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Elizabeth W

CFP®, Series 63, Series 65

Herndon, VA

Cetera

Elizabeth Winstedt is a CFP® with 27 years of industry experience, currently practicing at Cetera since 2010. She has worked with Cetera Financial Specialists LLC since 2003 and operates Winstedt Business Services, providing tax, accounting, and planning services to individual small businesses. She serves as co-financial secretary at Community of Faith United Methodist Church in Herndon, VA. Cetera Investment Advisers LLC is an SEC-registered firm with a nationwide network of over 10,000 advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")