Columbia, MD —Williams Asset Management proudly announces that Brian McKinney has been hired as a Financial Planning Services Specialist.
“In this role, Mr. McKinney will bring additional expertise and experience in the financial planning department as Williams Asset Management continues to grow in the marketplace”, said Gary Williams, Founder and President.
Born and raised in Baltimore, Maryland, Brian attended Loyola University Maryland where he graduated cum laude with a Bachelor of Business Administration degree in Finance and minor in Information Systems. As a young adult, Brian realized his passion was in the wealth management industry. Brian’s opportunity to attend the student-managed Sellinger Applied Portfolio Fund class in college was an experience that confirmed his career path was heading in the right direction.
After qualifying for the course, he and several other students were given a grant of $500,000 dollars to invest and manage. This was a once-in-a-lifetime opportunity most students don’t experience. For Brian, this class offered the ability to be in an investment manager’s shoes and learn their processes such as asset valuation, risk management, and diversification. From this experience, he received personal affirmation that he wanted to pursue a career in financial advising. This ultimately led to his drive to help people achieve their financial goals.
During college, Brian gained experience of wealth management as an intern at a private multi-family office. He worked closely with partners and advisors in the investment department where his responsibilities included monitoring mutual funds held by clients and constructing equity research reports. Keeping on the path of finance, Brian accepted a job with T. Rowe Price as a fixed income mutual fund accountant prior to graduation.
McKinney adds “With the leadership of Gary Williams and Nick Ibello, I am confident the passion and knowledge I have for wealth management will further add value to the individuals and families working with Williams Asset Management.”
About Williams Asset Management
Founded in 1994, Williams Asset Management is an award-winning, privately-owned investment advisory services and wealth management firm, located at 8850 Columbia 100 Parkway, Suite 204 in Columbia, Maryland. They provide independent and objective financial advice to a wide array of affluent individuals and families, and as fiduciaries, the firm prides itself on crafting unique strategies that have their client’s interests at heart. Their areas of expertise include investment planning, retirement planning, tax planning, business planning, estate planning, and risk management planning.
For more information, please call (410)740-0220 or visit www.WilliamsAssetManagement.com. Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Advisor.