The 5 Best Financial Advisors Around Loudoun

Financial advisors do more than manage money—they help individuals, families, and businesses plan for the future with clarity and confidence. From retirement planning and investment strategies to college savings and estate management, the right advisor can make complex decisions easier. In Loudoun County, these trusted professionals, voted Best of Loudoun 2025, offer personalized financial guidance with a strong commitment to service and results.

Jessica Perry – Merrill Lynch Wealth Management

As a senior financial advisor at Merrill Lynch Wealth Management, Jessica Perry helps clients navigate life’s financial milestones with confidence and care. Based in Leesburg, she offers customized strategies in retirement planning, investment management, and wealth preservation. Jessica takes a client-first approach, listening closely to long-term goals and tailoring her guidance accordingly. Her experience, paired with the resources of a global firm, makes her a strong partner for individuals and families looking to grow and protect their assets.

David Warner – PNC Bank

At PNC Bank in Ashburn, David Warner serves clients as a financial advisor with a focus on practical solutions and long-term planning. Backed by one of the country’s leading financial institutions, David offers expertise in banking, investments, and retirement services. He works to simplify financial goals, helping clients make informed decisions with confidence. His personal, attentive service makes him a valuable asset to individuals and small businesses alike.

Nate George – Edward Jones

Nate George of Edward Jones brings a community-centered approach to financial advising. Located in Ashburn, Nate builds one-on-one relationships with clients to understand their needs and goals—whether planning for retirement, saving for education, or preparing for the unexpected. Edward Jones is known for its personalized, face-to-face service, and Nate exemplifies that approach with thoughtful guidance and long-term focus.

Chris Harvey – Toth Financial Advisory Corporation

With decades of experience and a reputation for integrity, Chris Harvey at Toth Financial Advisory Corporation in Leesburg offers comprehensive wealth management solutions. The firm serves high-net-worth individuals and families, providing detailed financial planning, investment oversight, and estate guidance. Chris is part of a seasoned team known for its disciplined, research-based strategies and client education. It’s an ideal fit for those seeking a sophisticated and structured approach to managing wealth.

Jamie Pearson – Atlantic Union Bank

Jamie Pearson serves as a financial advisor for Atlantic Union Bank in Leesburg, helping clients build and protect wealth with a focus on accessibility and clarity. Whether it’s preparing for retirement or navigating life changes, Jamie provides support rooted in real-world experience. As part of a community-focused regional bank, he brings a personal touch to financial planning and banking services alike.

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