Christopher Turner

Christopher C. Turner, AWMA®
Vice President Financial Advisor Truist Investment Services, Inc.
The Brick City Group of Truist Investment Services, Inc.

4414 SW College Rd

Suite 1450,

Ocala, FL 34474-0002

About me

Background

Christopher Turner is a Financial Advisor with The Brick City Group of Truist Investment Services, Inc. His career began in 2005 as a teller a Wachovia Bank while attending Florida Southern College. Early in his career he realized that guiding individuals and families through financial planning was his passion. During the sixteen years of his career, he has found great fulfillment in the deeply personal connections he has built with his clients while watching them achieve their version of their best life. In 2020, Christopher continued his growth by achieving the Accredited Wealth Management Advisor accreditation.  

Investment Advisor Representative, Truist Advisory Services, Inc. 

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science in Finance
Florida Southern College 2002 2006

Personal Interests

Christopher and his wife, Kerry, are proud parents of three children. Aside from traveling and spending time as a family, Christopher enjoys exercising, fishing, coaching flag football and lacrosse, and being on the water. He and his family are true believers in giving back to their community. As a unit they support many local non-profit organizations.  

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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