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portrait of Brian D Yurek
FINANCIAL ADVISOR

Brian D Yurek

CFP®, ChFC®, AAMS™, CRPC™
10212 Governor Lane Blvd, Suite 1003 A, Williamsport, MD 21795opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Brian

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...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • LGBTQ+ Finances
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Charitable Giving

Work History

  • Edward JonesMarch 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Grand Canyon UniversityMaster of Business Admin
  • York College of PennsylvaniaBachelor of Fine Arts

Personal Interests

  • Animal Rescue
  • Art & Theater
  • History and Museums
  • Gardening
  • Technology

Team Members

  • Mary Demmert
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(301) 223-8906

Fax

(855) 628-7032

Office Address

10212 Governor Lane Blvd
Suite 1003 A
Williamsport, MD 21795opens in a new window

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