Brian Turner
,
Assistant Vice President, Senior Financial Advisor
NMLS #1369320
7676 Forsyth Blvd
Clayton, MO 63105
314.290.5954
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The team is committed to understanding your values and what you want to accomplish with your assets. One-on-one conversations and communication help us get to know who you are and what you and your family want for your individual lifetimes.  We can help you concentrate on pursuing your life goals while also working with you to plan your legacy.
Profile

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.

Recognition
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Click here to learn more about advisor recognitions
About Me
Mission Statement

My mission is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then to understand, in great detail, exactly where you stand today, and where you'd like to be tomorrow. I will work with you to design and braing to life a comprehensive financial strategy that can help you and your family pursue personal financial goals while helping manage investment risk.

Meet Our Professional Staff
Rick E Morrison
No Officer Title, Registered Wealth Management Client Associate
314.290.5949
Rachel Coleman
Wealth Management Client Associate
314.290.5758
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Jermaine Gomes
Retirement Specialist
Bank of America, N.A.
Daniel Scalley
Wealth Strategist
Merrill
Merrill Lynch Logo
Stephanie J Powell
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #558876
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Brian Turner is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, MD, MI, MO, NC, NH, NJ, OH, OK, OR, PA, PR, SC, TX, UT, VA, WA, WI, WY.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.