Brian McKinney Email & Phone Number
Vice President of Wealth Management @ Williams Asset Management
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Brian McKinney Location
- Columbia, MD, US
Brian McKinney Work
- Vice President of Wealth Management @ (August 2023 - Present)
- Senior Financial Advisor @ (May 2023 - Present)
- Financial Advisor @ (December 2019 - April 2023)
- Associate Financial Planner @ (May 2016 - December 2019)
- Senior Mutual Fund Accountant @ (July 2015 - May 2016)
- Mutual Fund Accountant @ (July 2014 - July 2015)
- Caterer @ (September 2011 - February 2014)
- Financial Analyst Intern @ (May 2013 - January 2014)
Brian McKinney Education
- College for Financial Planning
CFP® Certification Professional Education Program
2018-2019 - Loyola University Maryland
Bachelor of Business Administration (B.B.A.) (Finance)
2010-2014 - Loyola Blakefield High School 2006-2010
Brian McKinney Skills
- Asset Allocation
- Asset Management
- Client Service Oriented
- Customer Service
- Educational Planning
- Equity Research
- Estate Planning
- Event Planning
- Finance
- Financial Analysis
- Financial Planning
- Insurance Planning
- Investment Management
- Investments
- Leadership
- Management
- Microsoft Excel
- Mutual Funds
- Portfolio Management
- Public Speaking
- Research
- Retirement Income Strategies
- Retirement Planning
- Social Skills
- Teamwork
- Time Management
- Wealth Management
- Wealth Management Services
Brian McKinney Summary
- Brian McKinney, based in Columbia, MD, US, is currently a Vice President of Wealth Management at Williams Asset Management. Brian McKinney brings experience from previous roles at Williams Asset Management and BNY Mellon. Brian McKinney holds a 2018 - 2019 CFP® Certification Professional Education Program @ College for Financial Planning. With a robust skill set that includes Asset Allocation, Asset Management, Client Service Oriented, Customer Service, Educational Planning and more. Brian McKinney has 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Brian McKinney?
Find contact details for 700 million professionals.
Top Williams Asset Management Employees
Sibylle P.
Client Service Associate
Washington, DC, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co