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by Procyon
With Addition of Team, $5.5 Billion Procyon Expands Footprint with New Office in Maryland
St. Petersburg, Florida – November 7, 2022 – Procyon announced today that Brian Turner will be joining the firm as a Private Wealth Advisor. He is accompanied by Selena Kemp, Senior Client Service Associate, and Zamena Bridglal, Client Service Associate. They will operate from the new office location in Fulton, Maryland.
Previously, Mr. Turner was a Senior Financial Advisor, Managing Director at Wells Fargo managing $247MM in client assets.
“I knew from the first call I had with Phil that Procyon was a firm that could provide our team and our clients with an extraordinary cultural fit,” said Brian Turner. “Our clients’ needs were leading 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’ new office in Fulton, Maryland will have the same open-concept and design as Procyon’s other offices and will include newly-minted ‘Zoom Rooms’ to provide an option for advisors and staff to hold private conversations or virtual calls in a well-appointed and functional private space.
“This office will allow us to expand the Procyon brand into Maryland in a very 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.
Procyon has been growing rapidly in 2022. As recently as October 6th, Procyon announced financial advisor Bob Alimena joined their firm in its Long Island office.
Procyon is a member of the Dynasty Financial Partners’ Network of independent financial advisory firms.
Bios
Brian Turner
Private Wealth Advisor
Brian works with high-net-worth families, business owners, and tax-exempt organizations, helping them identify and honor the purpose of their finances. Brian develops comprehensive wealth management solutions specifically tailored to focus on the goals most important to each client.
With a finely tuned discovery process, Brian guides clients to make timely, educated decisions based on independent analysis and objective advice. He communicates with clarity and continuously monitors and evaluates his clients’ progress.
Brian began his career over fifteen years ago as a financial advisor at UBS Financial Services and later at Wells Fargo Advisors before joining Procyon. Brian was also a founding partner of Gayda Vineyards in southern France. He is a graduate of the American University of Paris and a dual citizen of the US and the UK. He resides in Baltimore, Maryland, with his family. Brian teaches “Yoga for a Cause,” a weekly yoga class that donates all proceeds to charity. He encourages you to consider what your wealth truly is and to experience the joy of giving.
About Procyon
Procyon is an independent registered investment advisor with a dual focus on retirement plan/participants and private clients. With offices in Connecticut, NYC, Long Island, West Palm Beach, and Virginia Beach, the firm manages approximately $5.5B in client assets. On the institutional side, the firm helps companies and organizations design, manage, and enhance their retirement plan offerings while also educating plan participants on how to effectively prepare for their retirement. As a private wealth advisor, Procyon helps high-net-worth individuals, families and business owners identify and implement effective financial strategies for managing their investments and achieving their financial goals.
For more information visit. procyon.net.
Also visit Procyon on social media:
LinkedIn – https://www2.dynastyfinancialpartners.com/e/346821/company-procyonpartners/7hx451/560655519?h=flPAAtEs7-l9gK33ZJgsecArk3E1OG6gXUKbLhbeVcg
Twitter: @ProcyonPartners
Facebook: Facebook.com/ProcyonPartners
About Dynasty Financial Partners
Dynasty is a provider of technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. Dynasty provides access to a comprehensive platform of software and technology tools, business services and holistic investment management capabilities through an open-architecture platform delivered via a suite of proprietary and third-party technologies. Dynasty’s technology, tools and services provide advisory firms the supported independence to launch their business, scale their operations and grow their firms — both organically and inorganically — while also allowing them to be more focused on and better equipped to serve their clients. Dynasty’s platform and offering have won multiple awards in recent years.
For more than a decade, Dynasty has championed the benefits of independent wealth management for high net worth and ultra-high net worth clients and has contributed to the movement of assets from traditional brokerage channels to the independent channels of wealth management. As Dynasty is becoming a recognized industry leader, Dynasty has differentiated itself by developing competitive strengths, including a deep understanding of and strong relationship with its clients, a comprehensive offering of services and technology-enabled solutions, the ability to leverage its size and breadth to invest, the flexibility and seamlessness enabled by a modular technology solution, the entrepreneurial culture and experienced and committed management team. Dynasty is committed to continually growing its business by facilitating existing advisory firm clients’ growth, onboarding new clients, increasing the clients’ use of its broader capabilities, launching additional solutions and carrying out complementary acquisitions.
For more information, please visit www.dynastyfinancialpartners.com.
Also visit Dynasty on social media:
LinkedIn: https://www2.dynastyfinancialpartners.com/e/346821/any-dynasty-financial-partners/7hx454/560655519?h=flPAAtEs7-l9gK33ZJgsecArk3E1OG6gXUKbLhbeVcg
Twitter: @DynastyFP
YouTube: https://www2.dynastyfinancialpartners.com/e/346821/1MKXhC8/7hx457/560655519?h=flPAAtEs7-l9gK33ZJgsecArk3E1OG6gXUKbLhbeVcg
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Disclosure: This e-mail message, including any attachments, from Dynasty Financial Partners LLC (d/b/a Dynasty) or Dynasty Wealth Management LLC, a subsidiary of Dynasty, and registered investment advisor, or one of Dynasty’s affiliated subsidiaries, as indicated herein, is intended only for the individual to whom it is addressed. This e-mail may contain information that is privileged, confidential and exempt from disclosure under applicable law. If you are not the intended recipient (or the agent or employee responsible to deliver it to the intended recipient), you are hereby notified that any disclosure, dissemination, distribution or copying of this communication is strictly prohibited. If you received this e-mail in error, please notify the sender immediately and destroy this e-mail along with any attachments from your system. Thank you. *Dynasty Securities LLC is a limited purpose broker-dealer and functions as a paymaster in order to receive and pay commissions or transaction based revenues to and from third-parties in the following product lines: (a) Broker retailing corporate equity securities; (b) Broker retailing corporate debt securities; (c) Mutual fund retailer; (d) Private placement of securities; (e) Broker selling variable life insurance and annuities; (f) Broker selling interests in unregistered private investments.
