OUR TEAM
Born and raised in Baltimore, Nick’s attraction to the financial services industry started with a high school finance class stock market game where students created investment accounts, researched stocks and then invested with play money. Despite loving the game, he was prompted by his low ranking to ask the student who won the challenge how he did it. “My dad is a financial advisor” was the reply.
It lit a spark that drove Nick to learn as much about the industry as he could. He graduated cum laude with a bachelor of arts in economics with a concentration in finance from St. Mary’s College of Maryland. After cutting his teeth at T. Rowe Price, Nick began looking for a firm that more closely matched his philosophy, investment process, and passion for helping people reach their financial goals—joining Williams Asset Management as a full-time financial planner. Nick has earned prestigious designations, including the CERTIFIED FINANCIAL PLANNER™ certification and Accredited Investment Fiduciary designation.
Nick has always placed an emphasis on giving back to the community, and after witnessing the polarizing income levels and economic conditions in the city firsthand, Nick decided to volunteer through the CASH Campaign of Maryland’s Pro Bono Financial Planning Program. This program has been specifically designed to provide free access to quality financial planning guidance and coaching for low-to-moderate-income individuals and families in Baltimore and across Maryland.
Outside of work, Nick maintains his energy and focus by staying healthy and fit: playing racquetball, cross-training, and golfing. Growing up in a tight-knit Italian family, he’s come to understand the value of always having someone there to look after your best interests. It’s a lesson he’s carried over into his professional relationships, for which his clients are incredibly appreciative.
As fiduciaries, we’re uncompromising when it comes to the integrity, accountability, and mutual respect of our team. We demand much from ourselves to ensure that we always earn your trust. Our core group of dedicated professionals shares one common purpose: to provide you with the expertise, sound judgment, and white-glove service that will allow you to confidently pursue your financial goals.
Brian McKinney, CFP®
Vice President – Mid-Atlantic Chapter
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 in search of a career where he could help others.
He saw how hard his father worked to provide for his family and learned what it takes to achieve success. Therefore, he decided to embark on a career where he can challenge himself by helping others achieve financial success. After working at T. Rowe Price for about two 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 Loyola University 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 to 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, Maryland.