Mc Lean, VA Tysons Blvd Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

4

Of 6,461 advisors across 2,959 offices

Location

1800 Tysons Blvd Ste 600

Mc Lean VA 22102-4257

Advisors at this office

4

Advisors at this office

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Ximena B

Series 63, Series 66

McLean, VA

Raymond James Financial

Ximena Brito is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Truist/SunTrust Advisory Services, Inc. from 2016 to 2024. In addition to her advisory role, she is an associate at Pinnacle Asset Management, where she supports clients with banking and investment needs. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance activities through a municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Justin W

CFP®, Series 66

McLean, VA

Raymond James Financial

Justin Willis is a CFP® professional with 11 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and Pinnacle Financial Partners, where he manages client portfolios and develops new business. Prior to this, he worked at JP Morgan Chase Bank and Bank of America Private Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, along with specialized services in municipal finance and SIMPLE IRA employer advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Wendy I

Series 66

Mc Lean, VA

Raymond James Financial

Wendy Inge is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. She has worked at Truist Investment Services and SunTrust Bank for a decade and is currently associated with Pinnacle Asset Management in a client-facing role. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning using risk profiling and advanced modeling tools and supports a broad advisor network and institutional consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Matthew B

CFP®, Series 63

McLean, VA

Raymond James Financial

Matthew Brandon is a CFP® with five years of industry experience, currently serving as a financial advisor at Raymond James Financial in McLean, VA. His prior experience includes roles at First Citizens Investor Services and BB&T Securities. Outside of his advisory work, he has ownership in a family business unrelated to investments. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary services supported by analytical tools and maintains specialty programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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