ST. PETERSBURG, Fla.–(BUSINESS WIRE)–Procyon Partners today announced that Brian Turner will join the firm as a private wealth management advisor. He is accompanied by Selena Kemp, Senior Client Service Associate, and Zamena Bridglal, Client Service Associate. They will operate from the new office located in Fulton, Maryland.
Previously, Mr. Turner was a Senior Financial Advisor, Managing Director at Wells Fargo, managing $247 million in client assets.
“From the first call I had with Phil, I knew that Procyon was a company that could provide our team and our customers with an extraordinary cultural fit,” said Brian Turner. “The needs of our clients guided our search for a better home. With Procyon and the synthetic scale of Dynasty Financial Partners, we are better equipped to serve our clients.
Procyon Partners’ new office in Fulton, MD will have the same open concept and design as other Procyon offices and will include new “Zoom rooms” to provide advisors and staff with the ability to hold private conversations or virtual calls in a fitted and functional private well-space.
“This office will allow us to expand the Procyon brand into Maryland in a highly coveted location. We look forward to growing our business locally around Brian Turner and his team by attracting clients and other advisors looking to find a better way to serve their clients and build their careers,” commented Phil Fiore, CEO and co-founder of Procyon Partners.
Procyon Partners has grown rapidly in 2022. As recently as October 6, Procyon announced that financial advisor Bob Alimena had joined its firm in its Long Island office.
Procyon Partners is a member of Dynasty Financial Partners’ network of independent financial advisory firms.
Private Wealth Advisor
Brian works with wealthy families, business owners and tax-exempt organizations, helping them identify and meet the purpose of their finances. Brian develops comprehensive wealth management solutions specifically designed to focus on the goals most important to each client.
With a finely tuned discovery process, Brian guides clients to make timely, informed decisions based on independent analysis and objective advice. He communicates with clarity and continually monitors and evaluates the progress of his clients.
Brian began his career more than fifteen years ago as a financial advisor at UBS Financial Services and then at Wells Fargo Advisors before joining Procyon Partners. Brian was also a founding partner of Gayda Vineyards in the south of France. He is a graduate of the American University of Paris and has dual American and British nationality. He resides in Baltimore, Maryland with his family. Brian teaches “Yoga for a Cause”, a weekly yoga class with all proceeds going to charity. It encourages you to consider what your wealth really is and experience the joy of giving.
About Procyon Partners
Procyon Partners is an independent registered investment adviser focusing on both pension plans/participants and private clients. With offices in Connecticut, New York, Long Island, West Palm Beach, Virginia Beach and now Maryland, the firm manages approximately $5.5 billion in client assets. On the institutional side, the firm helps companies and organizations design, manage and improve their retirement plan offerings while educating plan participants on how to effectively prepare for retirement. As a private wealth advisor, Procyon helps high net worth individuals, families and business owners identify and implement effective financial strategies to manage their investments and achieve their financial goals. For more information, visit www.procyonpartners.net.
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Dynasty is a provider of wealth management technology solutions and business services for financial advisory firms primarily focused on high net worth and ultra high net worth clients. Dynasty provides access to a comprehensive platform of software and technology tools, business services, and global investment management capabilities through an open-architecture platform delivered through a suite of proprietary and third-party technologies. Dynasty’s technology, tools, and services provide consulting firms with the independence to launch their business, scale their operations, and grow their businesses – both organically and inorganically – while allowing them to focus more and better equipped to serve their customers. Dynasty’s platform and offering have won numerous awards in recent years.
For more than a decade, Dynasty has been championing the benefits of independent wealth management for high net worth and ultra high net worth clients and has helped shift assets from traditional brokerage channels to independent wealth management channels. As Dynasty becomes a recognized industry leader, Dynasty has differentiated itself by developing competitive strengths including a deep understanding and strong relationship with its customers, a comprehensive offering of technology services and solutions, the ability to leverage its size and scale to invest, the flexibility and fluidity enabled by a modular technology solution, the entrepreneurial culture and an experienced and committed management team. Dynasty is committed to continually growing its business by facilitating the growth of existing consulting firm clients, onboarding new clients, increasing client use of its broader capabilities, launching additional solutions and achieving additional purchases. For more information, please visit www.dynastyfinancialpartners.com.
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