Brian is a CERTIFIED FINANCIAL PLANNER^™ professional and 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 on the board of Father' and Families Support Center. Brian and his wife, Dr. Ashlyn Turner were married in June of 2010, and have 3 children, Elliana, Annelise and Elijah. Brian and Ashlyn loved living in the city of St Louis but have since relocated west to Ballwin. The Turner's really enjoy taking advantage of the many family friendly activities that St Louis has to offer. Finding a new park playground to explore, going to the zoo, the Science Center, or the Magic House are some the kids' favorite things.

 

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.