Financial Advisors
Dallas, TX
Brian R Bogard is a CFP®-certified Financial Advisor at Edward Jones in Dallas, specializing in wealth strategies, charitable giving, and business exit planning for entrepreneurs and business owners. With credentials including CEPA® (Certified Exit Planning Advisor) and AFFP® (Agriculture Focused Financial Planning), Brian provides comprehensive financial planning services tailored to clients with complex financial situations. His team offers investment management, retirement planning, and strategic wealth advice to help clients build and protect their assets.
Ideal for: Entrepreneurs and business owners, high-net-worth individuals planning charitable giving, business owners planning exits or transitions, agricultural business operators
Service area: Dallas, TX and surrounding North Texas communities
CFP® & CEPA® Certified Expertise: Brian holds CFP® and CEPA® (Certified Exit Planning Advisor®) credentials, providing specialized guidance for business owners planning exits and entrepreneurs managing complex wealth strategies.
Specialized Focus Areas: Focuses on high-net-worth clients, entrepreneurs, and business owners through dedicated expertise in wealth strategies, charitable giving, and exit planning for successful transitions.
Edward Jones Support: Backed by Edward Jones, a nationally established financial services firm, with a dedicated team including Registered Branch Associates and office administrators to support comprehensive client service.
Address: 200 Crescent Ct #1150, Dallas, TX 75201
Phone: (972) 661-0111
Website: edwardjones.com
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