- Financial Planning
- Personal wealth management
- Portfolio Construction & Management
- Risk Management
Brian TurnerSenior Vice President, Private Wealth Advisor
Brian works with high-net-worth families, business owners and tax-exempt organizations, helping them identify and honor the purpose of their finances. Brian develops comprehensive wealth management solutions, specifically tailored to focus on the goals most important to each client.
With a finely tuned discovery process, Brian guides clients to make timely, educated decisions based on independent analysis and objective advice. He communicates with clarity, and continuously monitors and evaluates his clients’ progress.
Brian began his career over fifteen years ago as a financial advisor at UBS Financial Services and later Wells Fargo Advisors, before joining Procyon Partners. Brian was also a founding partner of Gayda Vineyards in southern France. He is a graduate of the American University of Paris, and a dual citizen of the US and the UK. He resides in Baltimore, Maryland with his family. Brian teaches “Yoga for a Cause,” a weekly yoga class that donates all proceeds to charity. He encourages you to consider what your wealth truly is and to experience the joy of giving.