Brian Mckinney, Cfp®

Brian Mckinney, Cfp® Email and Phone Number

Helping clients identify their unique retirement goals and educating them on how to get there through financial planning @ Williams Asset Management
Brian Mckinney, Cfp®'s Location
Columbia, Maryland, United States, United States
Brian Mckinney, Cfp®'s Contact Details

Brian Mckinney, Cfp® personal email

n/a
About Brian Mckinney, Cfp®

I was born and raised in Baltimore County. At nine years old, my life changed dramatically when my mother suddenly suffered a stroke. Going from a dual to a single income household was challenging, but it equipped me with an insight into how life and financial situations can suddenly change. Learning independence (e.g., cooking meals, cleaning/ironing clothes, and budgeting money) at a young age led me in search of a career where I could help others.I saw how hard my father worked to provide for our family and learned what it took to achieve success. Therefore, I decided to embark on a career where I could challenge myself by helping others achieve financial success. Therefore, after working at T. Rowe Price for about 2 years, I chose to join Williams Asset Management as an associate financial planner in 2016 and have since transitioned into a lead financial advisor.I am dedicated to helping my clients identify their unique retirement goals and educate them on how to get there through comprehensive financial planning. My financial background and advanced certification help me guide those who are uncertain about where they are financially and put them in a place where they can gain confidence in their financial future.Email: Brian@williamsasset.comWilliams Asset Management8850 Columbia 100 Parkway, Suite 204Columbia, MD 21045 Phone: 410.740.0220Advisory services offered through Commonwealth Financial Network, a Registered Investment Adviser.

Brian Mckinney, Cfp®'s Current Company Details
Williams Asset Management

Williams Asset Management

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Helping clients identify their unique retirement goals and educating them on how to get there through financial planning
Brian Mckinney, Cfp® Work Experience Details
  • Williams Asset Management
    Vice President Of Wealth Management
    Williams Asset Management Aug 2023 - Present
    Columbia, Maryland, Us
    Founded in 1994, Williams Asset Management® is a privately owned financial planning, advisory, and investment management firm located in Columbia, Maryland — the heart of Howard County. We provide comprehensive wealth management, financial planning, and fiduciary investment management guidance to individuals, families, non-profits, and businesses throughout Maryland and beyond.As an independent boutique wealth manager, we believe that exceptional service shouldn’t be the province of a chosen few; that who you are should matter more than how much you have; and that the simple act of listening and caring can be the best antidote to feeling financially overwhelmed and underprepared.Most important, at Williams Asset Management we are fiduciaries, which means that with everything we do, we have our client's interests at heart.Advisory services are offered through Commonwealth Financial Network, a Registered Investment Adviser. 8850 Columbia 100 Parkway, Suite 204, Columbia, MD 21045. 410-740-0220.Please see our Terms of Use here: www.commonwealth.com/termsofuse.html
  • Williams Asset Management
    Senior Financial Advisor
    Williams Asset Management May 2023 - Present
    Columbia, Maryland, Us
  • Williams Asset Management
    Financial Advisor
    Williams Asset Management Dec 2019 - Apr 2023
    Columbia, Maryland, Us
  • Williams Asset Management
    Associate Financial Planner
    Williams Asset Management May 2016 - Dec 2019
    Columbia, Maryland, Us
    As an Associate Financial Planner, I work closely with my assigned advisor to enhance the entire client experience by servicing current and prospective clients. Principal responsibilities include:- Chairman of the Financial Planning Team - Produce wealth management plans that synthesize all necessary financial information to help the client understand how to achieve their personal goals.- Monitor client portfolios and trade accordingly to meet their investment objectives, along with providing any cash disbursements or account changes.- Review statements provided by clients.- Input updated values into appropriate programming software.- Anticipate financial advisor needs and handles them accordingly.- Assist in coordinating and developing marketing events and ideas.- Ensure client documents and applications are completed properly and efficiently.
  • Bny Mellon
    Senior Mutual Fund Accountant
    Bny Mellon Jul 2015 - May 2016
    New York, Ny, Us
    - Assist in booking and settling foreign/domestic trades for the fixed income mutual funds across the floor.- Apply any futures or options trades on a day to day basis for certain mutual funds to ensure cash movement is up to date and accurate for the traders.- Work with Team Coordinator/ Supervisor to monitor, train, and coach staff members in their daily work to increase overall knowledge of a process or procedure.- Assist with Global Investments, Pricing, and Trade Support.- Perform daily accounting work across multiple systems ensuring recordkeeping data is accurate and calculates the Net Asset Value for select mutual funds.- Confirm and process ad-hoc client cash flows and asset transfers.
  • T. Rowe Price
    Mutual Fund Accountant
    T. Rowe Price Jul 2014 - Jul 2015
    Baltimore, Maryland, Us
    - Perform daily accounting work across multiple systems ensuring recordkeeping data is accurate and calculates the Net Asset Value for select mutual funds.- Communicate and reconcile with global custodian banks.- Assist with Global Investments, Pricing, and Trade Support.- Complete established month-end procedures to support production of client reporting- Confirm and process ad-hoc client cash flows and asset transfers.
  • The Classic Catering People
    Caterer
    The Classic Catering People Sep 2011 - Feb 2014
    Owings Mills, Maryland, Us
    - As Maryland's premier event caterer, The Classic Catering People provide event catering and event planning for weddings, galas, and corporate events. - Set up and break down at the event site.- Serve, clean, and prepare food during the event to the guests and client.- Assist managers and chefs with any special requests.- Work in teams and as an individual to ensure client and customer satisfaction.
  • Wms Partners, Llc
    Financial Analyst Intern
    Wms Partners, Llc May 2013 - Jan 2014
    Towson, Maryland, Us
    - WMS Partners is a multi-family office, investment advisory and financial planning firm managing over $2.4 billion in assets for high net-worth clients.- Mantain mutual funds in their respective databases with data from online investment research programs such as Morningstar, Value Line, and Credit Suisse.- Review audited financial statements for hedge funds and private equity funds invested in by clients.- Construct equity research reports at the request of senior client advisors and partners.- Monitor several other financial valuation spreadsheets with extreme attention to detail and keeping them updated for client meetings.- Complete ad-hoc projects such as pro forma valuations for real state investments and reconciling recent trades.

Brian Mckinney, Cfp® Skills

Teamwork Investments Finance Time Management Research Wealth Management Services Asset Management Financial Analysis Retirement Income Strategies Management Investment Management Asset Allocation Portfolio Management Retirement Planning Financial Planning Educational Planning Estate Planning Insurance Planning Equity Research Client Service Oriented Customer Service Public Speaking Social Skills Event Planning Leadership Mutual Funds Microsoft Excel Wealth Management

Brian Mckinney, Cfp® Education Details

  • Loyola University Maryland
    Loyola University Maryland
    Finance
  • College For Financial Planning
    College For Financial Planning
    Cfp® Certification Professional Education Program
  • Loyola Blakefield High School
    Loyola Blakefield High School

Frequently Asked Questions about Brian Mckinney, Cfp®

What company does Brian Mckinney, Cfp® work for?

Brian Mckinney, Cfp® works for Williams Asset Management

What is Brian Mckinney, Cfp®'s role at the current company?

Brian Mckinney, Cfp®'s current role is Helping clients identify their unique retirement goals and educating them on how to get there through financial planning.

What is Brian Mckinney, Cfp®'s email address?

Brian Mckinney, Cfp®'s email address is br****@****set.com

What schools did Brian Mckinney, Cfp® attend?

Brian Mckinney, Cfp® attended Loyola University Maryland, College For Financial Planning, Loyola Blakefield High School.

What are some of Brian Mckinney, Cfp®'s interests?

Brian Mckinney, Cfp® has interest in Equity Research, Financial Modeling, Investing, Client Services, Stock Forecasting, Asset Management, Private Banking, Technology, Wealth Management, College Football.

What skills is Brian Mckinney, Cfp® known for?

Brian Mckinney, Cfp® has skills like Teamwork, Investments, Finance, Time Management, Research, Wealth Management Services, Asset Management, Financial Analysis, Retirement Income Strategies, Management, Investment Management, Asset Allocation.

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