Brian McKinney
- Role
- Vice President of Wealth Management at Williams Asset Management
- Location
- Columbia, MD, US
- LinkedIn followers
- 500 followers
About Brian McKinney
I was born and raised in Baltimore County. At nine years old, my life changed…
Experience
Vice President of Wealth Management
Aug 2023 — Present
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. Please see our Terms of Use here:
Education
Loyola University Maryland
Bachelor of Business Administration (B.B.A.), Finance
2010 — 2014
College for Financial Planning
CFP® Certification Professional Education Program
2018 — 2019
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