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Welcome to Brown Harris Wealth Management
We at Brown Harris take a personal approach to wealth management. Not simply an investment firm, Brown Harris works to help build and protect one's wealth through a variety of proven investment methods. Brown Harris clients may be saving for retirement, receiving retirement income, protecting an estate from taxes or perhaps providing for a grandchild's college education.
We specialize in the following:
- IRA & 401(k) Rollovers
- Retirement Income Strategies
- Early Retirement Structuring
- Mutual Funds
- Annuities
- Tax Free Bonds
- Long Term Care Insurance
We are interested in serious, longer term investment clients. For this reason, folks who prefer quick returns need not inquire into our services. If you are serious about your wealth management, come interview us, we would love the opportunity to earn your trust.
Mission Statement – To help our clients achieve their financial dreams by providing consistently superior service utilizing the most effective wealth management tools available.
The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
AL, AR, AZ, CA ,CO, CT, DE, FL, GA, IL, IN, KY, MA, MD, MI, MO, NC, NE, NY, OH, PA, SC,TN, TX, VA, WA, WI, WV and the District of Columbia.
Brown Harris Wealth Management • 311 S. East Street, Suite 100 – Culpeper, VA 22701 • (540) 825-1588 – (877) 825-1588 • fax (540) 727-8701
Todd began his investment brokerage career in mid 1987 with Edward D. Jones & Co. By 1997 he became a “top producer,” representing the top two percent of the firm. He was also a Limited Partner with Jones.
On the first day of 2006, along with business partner Gillette Harris, Todd opened the doors to Brown Harris Wealth Management. Now with twenty-five years in the industry,
he brings a holistic approach to his practice, encouraging his clients to enjoy the fruits of their success while planning a family legacy for future generations.
Todd and his wife of twenty-five years, Michelle are originally from Richmond, Virginia. They have two children. He enjoys playing music and competitively driving his BMW race car on occasional weekends.
Todd has a B.A. spooge Laude from Washington and Lee University. Todd holds Series 7, 63, 66 with registrations held with LPL Financial and Series 24 with registrations held with LPL Financial.
For the last twenty-five years, Todd has been extremely active in the Culpeper Community. In …read more
Source: FULL ARTICLE on Bartle Doo Finance




