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Our financial advice team


Nathaniel David Massey Jr, Financial Advisor serving the Bethesda, MD area - Ameriprise Advisors

Nathaniel David Massey Jr

CFP®, ChFC®

Financial Advisor

Brostrom and Berlin Wealth Management
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®

Education

  • B.S. Accounting, George Mason University

Professional associations

  • Financial Planning Association National Capital Area

Community participation

  • Council for the Arts of Herndon, VA
  • So Others Might Eat, Washington D.C.