Brian McKinney, CFP®

Brian McKinney is a Founding Partner and Senior Wealth Advisor at Collective Wealth Partners. With over 15 years of experience in the field, Brian has assisted wealth management clients in implementing effective strategies to create, grow, protect and transfer wealth. His areas of specialization include retirement planning, tax planning, investment strategy, and equity compensation.

Brian's foray into wealth management began as an Assistant Vice President at Merrill Lynch in New York City, where he worked exclusively with ultra-high net worth families with estates valued at $25M+. Since then, he has made it his mission to extend his expertise to help families from all walks of life achieve financial independence. Brian was also a portfolio manager at U.S. Trust, where he developed deep relationships with his clients and managed discretionary investment portfolios worth $500M. Additionally, he served as a Wealth Manager at USAA, where he assisted military families in achieving financial peace of mind.

But Brian's passion for making a difference doesn't stop there. He is committed to closing the wealth gap and also helping public school districts provide high-quality education to underserved students and families. Brian actively volunteers on several board committees and is passionate about serving communities that have been historically marginalized.

Brian holds a Master of Business Administration in finance and real estate from Emory University's Goizueta Business School, where he was awarded the Woodruff Fellowship, the school's most prestigious merit-based honor. He also earned his Bachelor of Science in Business Administration from Carnegie Mellon University's Tepper School of Business, graduating with honors.

With Brian's extensive expertise and dedication to serving the community, clients can rest assured that their financial well-being is in good hands.