Brian Turner

Bio

Brian specializes in working with high-net-worth families, business owners, and tax-exempt organizations, helping them align their finances with their purpose. He takes a personalized approach, developing comprehensive wealth management solutions that are specifically tailored to address the unique goals and priorities of each client.

Through a thorough discovery process, Brian guides his clients to make informed decisions based on independent analysis and objective advice. He communicates with clarity, ensuring that clients understand their options and are empowered to make timely choices. Brian also emphasizes ongoing monitoring and evaluation of his clients’ progress to ensure their strategies remain aligned with their evolving needs.

Brian’s career in finance began over fifteen years ago, starting as a financial advisor at UBS Financial Services and later Wells Fargo Advisors. His experience and expertise have led him to join Procyon Partners. Additionally, Brian is a founding partner of Gayda Vineyards in southern France, showcasing his entrepreneurial spirit.

With his commitment to purpose-driven wealth management, clear communication, and dedication to making a positive impact, Brian is well-equipped to guide clients on their financial journeys. His emphasis on aligning finances with values resonates with high-net-worth families, business owners, and tax-exempt organizations seeking holistic and meaningful financial solutions.

He holds a degree from the American University of Paris and is a dual citizen of the US and the UK. Brian resides in Baltimore, Maryland, with his family. In addition to his professional pursuits, he teaches “Yoga for a Cause,” a weekly yoga class where all proceeds are donated to charity. Brian encourages individuals to contemplate the true essence of wealth and find joy in giving back.