As an Edward Jones financial advisor, I believe it's important for me to understand what you are working toward before you invest with my firm. Through established processes and personalized strategies, we will partner together throughout your life to understand what is important to you and keep you on track to meet your goals. I am committed to serving the serious, individual investor in Williamsport and the neighboring areas by providing exceptional family service and working closely with your friends, CPAs and attorneys.
In 2013, I joined Edward Jones and opened the first office in Williamsport, MD. During my Edward Jones career, I have received a variety of awards, including the coveted Ted Jones Prospecting Award, which recognizes first-year financial advisors who achieve high-levels of success (one of only 476 of the firm's more than 12,000 financial advisors to receive the award), and the firm's "TNT" Client Development Award, (one of only 662 of the firm's more than 15,000 financial advisors to receive the award).
In addition, I hold the AAMS® professional designation from the College for Financial Planning and earned an MBA in finance with honors from Grand Canyon University.
I have two children, Rachel, who is five and Vincent, who turned one in September. We enjoy the outdoors, hiking and City Park. I also serve in Williamsport Lions Club and Maryland Masons, and am on the board for Discovery Station.
Our office best serves people retiring within the next 5 years and retired clients who want a personal touch and hands on experience. We look to partner with our clients for life and their future generations through legacy planning and goal setting.
My branch office administrator, Mary, is devoted to ensuring every client feels welcomed and valued. Please do not hesitate to contact us with your questions regarding investments, retirement planning, insurance or any other aspect of your financial picture.
- Retirement Income Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Retirement Savings Strategies
- LGBT Finances
- Military Professionals & Veterans
My Personal Interests
- Art & Theater
- Car Restoration
- Home Improvement
- Personal Fitness
- Fine Dining
Phone NumberBrian D Yurek at (301) 223-8906
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