Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
We are committed to understanding your values and what you want to accomplish with your assets. We believe that one-on-one conversations help us get to know who you are and what you and your family want for your lives and allow us to concentrate on helping you pursue your life goals and plan for your legacy.
Brian has been a part of the financial services industry since 2012 and has been a part of the Carmody-Turner Group since joining Merrill Lynch Wealth Management in 2015. He is originally from southeast Iowa and earned both his bachelor’s degree and Master's in Business Administration degrees at Western Illinois University, while also playing and lettering on the NCAA Division I 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 liaison of Fathers Support Center's Friends of Fathers group and The League of Epworth Children & Family Services. Brian and his wife, Dr. Ashlyn Turner were married in June of 2010, and have 3 children, Elliana, Annelise and Elijah. Brian and Ashlyn and love living in the city of St. Louis taking advantage of the many family friendly activities available.
Clients typically are physicians, college coaches, serial entrepreneurs, 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 and the banking convenience of Bank of America.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Western Illinois University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, 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 Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Retail Sales Manager
Bank of America, N.A.
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We will work to help you stay on track, regardless of what the markets are doing.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.