Brian Mckinney, Cfp® Email & Phone Number

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

Columbia, Maryland, Us

Columbia, Maryland, Us

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.

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.

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.

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.

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.

Bachelor Of Business Administration (B.B.A.), Finance

Cfp® Certification Professional Education Program

Education record