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 the board of the Fathers Support Center, a liason of Fathers Support Center's Friends of Fathers group and The League of Epworth Children & Famliy Serivces. 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, college coaches, 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
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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.
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
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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.
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