McLean, VA Greensboro Drive Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

8

Of 10,217 advisors across 5,122 offices

Location

8200 Greensboro Drive Suite 625

McLean VA 22102

Advisors at this office

8

Advisors at this office

user avatar

Jennifer H

Series 65, Series 63

McLean, VA

Cetera

Jennifer Harmon Von Bredow is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and has 12 years of industry experience. Her prior firms include Voya Financial Advisors and American Capital Investments Group, Inc. She is also a licensed notary public. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform that offers various 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

Jonathan K

CFP®, ChFC®, Series 63, Series 65

McLean, VA

Cetera

Jonathan Kurtz is a CFP® and ChFC® financial advisor with 33 years of industry experience, currently with Cetera since 2021. His prior experience includes seven years at VOYA Financial Advisors and over two decades as an independent insurance agent. He serves as a board member and finance committee member for Innisfree Village, a nonprofit organization supporting adults with intellectual disabilities. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and 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

Thomas P

CFP®, ChFC®, Series 63, Series 65

McLean, VA

Cetera

Thomas Phillips is a financial advisor with Cetera, holding the CFP® and ChFC® designations and possessing 34 years of industry experience. He has worked with Cetera and its affiliates since 2021 and was previously with VOYA Financial Advisors for seven years. Outside of his advisory role, he serves on the board of directors for the Chantilly Little League, where he helps recruit coaches and build rosters. Cetera Investment Advisers LLC is a nationwide advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

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

Bradley B

Series 66

McLean, VA

Cetera

Bradley Babilino is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. He has held roles at several firms and organizations, including Cetera Wealth Services LLC and Kurtz, Connor, Browning & Phillips, LLC, where he serves as an investment assistant. Babilino has also been involved with Christopher Newport University and James River Country Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services, leveraging a multi-manager platform with both affiliated and third-party investment options.

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

Rachel T

CFP®, Series 66

McLean, VA

Cetera

Rachel Tran is a CFP® with seven years of industry experience, currently affiliated with Cetera. She has held roles at Cetera Wealth Services, LLC, Kurtz, Connor, Browning & Phillips, LLC, and Voya Financial Advisors, Inc. Additionally, Rachel is a licensed notary public. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

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

Kalman F

CFP®, Series 66

McLean, VA

Cetera

Kalman Finger is a financial advisor at Cetera with 15 years of industry experience. He holds the CFP® and Series 66 designations and has worked at Cetera, Cetera Wealth Services, Voya Financial Advisors, and Kurtz, Connor, Browning & Phillips, LLC. Outside of advisory roles, he holds a power of attorney for a family member. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

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

Arnold C

Series 63, Series 65

McLean, VA

Cetera

Arnold Connor Jr. is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including VOYA Financial Advisors and Cetera Wealth Services, LLC. He is also a part owner of Kurtz, Connor, Browning & Phillips, LLC, a DBA involved in the sales of securities and insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients from individuals to institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

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

Russell J

CFP®, Series 65, Series 63

McLean, VA

Cetera

Russell Jones is a CFP® professional affiliated with Cetera, bringing four years of industry experience. His career background includes roles at Northwestern Mutual and KCBP, LLC, where he also serves as an investment assistant. In addition to his advisory work, he holds a notary public position and acts as an insurance agent for fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets nationwide.

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")