Brian McKinney

Role
Vice President of Wealth Management at Williams Asset Management
Location
Columbia, MD, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Brian McKinney

I was born and raised in Baltimore County. At nine years old, my life changed…

Experience

  1. Vice President of Wealth Management

    Williams Asset 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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Brian McKinney — Vice President of Wealth Management at Williams Asset Management in Columbia, MD, US | Unifers