As a Managing Director - Investments with the Caudron Megary Blackburn Wealth Management Group, Tristan Caudron brings extensive experience in long-term investment strategies, as well as specialized knowledge in comprehensive investment planning.
Tristan is a CERTIFIED FINANCIAL PLANNER™ certificant, and has also earned the designations of Accredited Asset Management Specialist, and a Chartered Retirement Planning Counselor, enabling him to provide a wide range of financial services and counsel to clients. He was recently named one of the Barron’s top 1200 advisors for 2019 and one of the top 5 advisors in Virginia (2014-2019). Tristan has also been recognized as one of America’s Top Wealth Advisors by Forbes (2017-2019) and the Financial Times (2017-2019). Tristan is a Wells Fargo Advisors Premier Advisor, a designation held by a select group of Financial Advisors within Wells Fargo Advisors as measured by three or more of the following: length of service with the firm, completion of educational components, business production and professionalism. He is also a charter member of the firm's Directors' Advisory Council and has been recognized as one of top advisor in the DC area by Washington Business Journal (2012-2013) and Washingtonian (2015-2019). Tristan has also spoken on national and local news programs.
A DC-area native, Tristan attended Georgetown University and earned his bachelor's degree in economics and psychology and a master's in business administration. His background in behavioral finance helps him advise clients on making better financial decisions by understanding the factors that influence investors.
Active in the community, Tristan currently serves or has served on many boards and committees, including the Alexandria Seaport Foundation, Carderock Springs Elementary School Educational Foundation, Commonwealth Academy, the Campagna Center, the Leadership Alexandria Program Committee, and the Alexandria Chamber of Commerce. Tristan is also a 2008 graduate of Leadership Alexandria. Tristan and his wife, Melanie have four wonderful children – Will, Ben, Ryan, and Emma – and he spends much of his free time having fun with his kids, coaching their sports teams, and playing tennis, platform tennis, skiing, and cycling.
Tristan Caudron CA Insurance License Number: 0D07234. Resident State Maryland