Christopher Turner,
AWMA®
Managing Director
Financial Advisor
Private Client Group
Truist Investment Services, Inc.
The Brick City Group of Truist Investment Services, Inc.
4414 SW College Rd
Suite 1450,
Ocala, FL 34474
About me
Background
Christopher Turner is a Financial Advisor with The Brick City Group of Truist Investment Services, Inc. He began his career in 2005 as a teller at Wachovia Bank while attending Florida Southern College. Early on, he discovered his passion for helping individuals and families navigate the complexities of financial planning.
Over the past nineteen years, Christopher has built lasting relationships with his clients, finding fulfillment in guiding them toward their financial goals and seeing them live out their own vision of success. In 2020, he furthered his professional development by earning the Accredited Wealth Management Advisor (AWMA®) designation.
Investment Adviser Representative, Truist Advisory Services, Inc.
Education
Personal Interests
Christopher and his wife, Kerry, are proud parents of three children and enjoy building a life centered on family and community. Together, they love to travel and create lasting memories through shared experiences. Outside of work, Christopher is passionate about staying active—whether through exercising, fishing, or simply spending time on the water.
The Turners also believe strongly in giving back. As a family, they actively support a variety of local nonprofit organizations, dedicating their time and resources to causes that make a meaningful difference in their community.
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
Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more
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
