Brian S. Mckinney
WILLIAMS ASSET MANAGEMENT | Vice President - Wealth Management & Senior Financial Advisor at Williams Asset Management
COLUMBIA, MD 21045
CRD#: 6661521
Professional summary
Brian Scott Mckinney, CFP® is a registered financial advisor currently at WILLIAMS ASSET MANAGEMENT located in Columbia, Maryland.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Brian has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Core Areas of Focus
Alternative Investments
Blended Families
Budgeting
Cash Flow Analysis
College Planning
Customized Portfolios
Debt Management and Consolidation
Divorce Planning
Emergency Funds Management
Endowments and Charities
Estate Planning
Executive Compensation (ISO
RSU
Stock Options)
High Net Worth Planning
Investment Management
Tax Planning and Preparation
Small Business Planning
Special Needs Families
Risk Management and Insurance Planning
Retirement Planning
Trust and Estate Planning
Biography
Brian was born and raised in Baltimore County. At nine years old, his life changed dramatically when his mother suddenly suffered a stroke. Going from a dual to a single-income household was challenging, but it equipped Brian with an insight into how life and financial situations can suddenly change.
Learning independence (e.g., cooking meals, cleaning/ironing clothes, and budgeting money) at a young age led him to search for a career where he could help others. He saw how hard his father worked to provide for his family and learned what it took to achieve success. Therefore, he decided to embark on a career where he could challenge himself by helping others achieve financial success. After working at T. Rowe Price for about 2 years, Brian chose to join Williams Asset Management as an associate financial planner in 2016 and has since transitioned into a lead financial advisor. Brian is dedicated to helping his clients identify their unique retirement goals and educates them on how to get there through comprehensive financial planning.
He earned his bachelor’s degree in finance from The Joseph A. Sellinger, S.J. School of Business and Management at the Loyola University of Maryland. He also earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in April 2019. His financial background and advanced certification help him guide those who are uncertain about where they are financially and put them in a place where they can gain confidence in their financial future.
Brian currently resides in Baltimore County, in the Lutherville-Timonium area, with his girlfriend, Cameron. When he is not helping clients plan for their retirement, Brian likes to stay fit and active by going to the gym and playing golf on the weekends. Also, being from Baltimore, Brian enjoys sitting down with either friends or family and eating steamed crabs. If you ask him where is the best place to get crabs in the greater Baltimore area, his response would be Bird River Inn & Crab House, a quaint crab house located in Middle River.
Question & Answer
What are your service offerings?
Financial Planning
Investment Management
Tax Planning
Trust Services
Retirement Planning
Estate Planning
Business Planning
Business Valuation and Exit Pl...
Wealth Management
What is your minimum asset requirement?
500K
How do you get paid?
Fee-Only
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Scott Mckinney's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Experience
Current
January 30, 2026 - Present
WILLIAMS ASSET MANAGEMENT
Office #1: 8850 Columbia 100 Parkway Suite 204, Columbia, MD 21045RIA
CRD#: 338196
COLUMBIA, MD
Past
June 12, 2017 - January 30, 2026
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
Columbia, MD
Past
January 5, 2017 - April 2, 2018
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
COLUMBIA, MD
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maryland(1/30/2026)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WA
WILLIAMS ASSET MANAGEMENT
WILLIAMS & ASSOCIATES, INC. | WILLIAMS ASSET MANAGEMENT
CRD#: 338196 / SEC#: 801-135121
RIA
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Contact information
Main Address
8850 Columbia 100 Parkway Suite 204, Columbia, MD 21045
Mailing Address
Phone number
(410) 740-0220
Established
Firm type
Fiscal year end
# of Employees
9
Red Flags
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Company Information
WILLIAMS ASSET MANAGEMENT
Vice President - Wealth Management & Senior Financial Advisor at Williams Asset ManagementCRD#: 338196Columbia, MD 21045TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
