Brian Turner

Sr. Financial Planner at Facet

Brian Turner has a diverse work experience in the financial services industry. Brian is currently working as a Sr. Financial Planner at Facet, where they serve as a financial life coach to clients, helping them with their overall financial well-being. Prior to this, Brian worked as a Financial Advisor at Personal Capital and Vanguard, providing clients with portfolio management services and financial planning assistance. Brian also worked at E*TRADE Financial as a Financial Consultant, where they helped clients achieve their long-term financial goals using low-fee investments. Brian started their career at Morgan Stanley as a Client Service Associate and later worked as a Financial Advisor. Brian also has experience in sales and customer service roles at Allconnect and America First Credit Union. Additionally, Brian worked at Discover Financial Services as a Training Coach, HR Recruiter, and Marketing Representative. Overall, Brian's work experience demonstrates their expertise in financial planning, investment management, customer service, and training.

Brian Turner attended Westminster College from 2004 to 2006, where they pursued a degree in Business with a focus on Financial Services. Prior to that, from 2002 to 2003, they briefly attended the University of Phoenix to study Business Administration. Their education history also includes a period from 1991 to 1992 when they attended Dixie State University, although there is no information available about their degree or field of study during that time.

Links

Previous companies

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Morgan Stanley logo
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Timeline

  • Sr. Financial Planner

    October, 2022 - present