Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Brian has been a part of the financial services industry since 2012 and joined the Carmody Group at Merrill Lynch in 2015. He is originally from southeast Iowa and completed his bachelor’s degree and graduate studies at Western Illinois University. There, he earned a Business degree and an MBA while playing and lettering on the men’s basketball team.
Making a positive impact in the community is a priority on Brian’s list. He is proud to be involved with Father Support Center's Friends of Fathers. Brian and his wife Dr. Ashlyn Turner were married in June of 2010, have two daughters, Elliana and Annelise, and love living in the city of St. Louis taking advantage of the many family friendly activities available.
Clients typically are physicians, small business owners, executives, and other high net-worth individuals and their families. He works with them face-to-face, by phone, or through email depending on geographical and/or time constraints to provide individualized wealth management and planning strategies.
Brian helps high-net worth clients make sound decisions with their money. He focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue the goals that matter most to them. He takes the time to listen to and understand their current financial situation, help them articulate their short and long-term goals, and then recommends customized strategies that are aligned with what they want to achieve. He does this while combining personalized service with the investment insights of Merrill Lynch and the banking convenience of Bank of America.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Western Illinois University
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.