Brian J. Carney, CFP®, ChFC®, CFS

Brian J. Carney, CFP®, ChFC®, CFS joined Newton One Advisors in February 2009. After spending 7 years with Securian Financial Group where he was awarded Advisor of the Year for his firm in 2008, he was named Executive Vice President responsible for business development. Brian specializes in complex wealth management, business and estate planning strategies for affluent professionals, closely-held business owners, physicians and dentists. He is a graduate of Ursinus College and is a past Chair of the Young Advisors Team of the New Castle County section of NAIFA. He has been a qualifying member of the Million Dollar Roundtable (MDRT) since 2004 and holds his NASD series 6,7,63, 65 licenses. Brian obtained the Certified Financial Planner™ designation from the CFP® Board of Standards as well as the Chartered Financial Consultant (ChFC®) designation from the American College. Brian is the Vice President of the Tatnall School Alumni Council and a member of the Vistage Trusted Advisor Group of Brandywine Valley. He currently resides in Hockessin, Delaware with his wife, Kristen, their daughter, Quinn and son, Maclen. In his free time he enjoys spending time with his family, running and playing golf.

Securities offered through M Holdings Securities, Inc., a Registered Broker Dealer and Investment Advisor, Member FINRA/SIPC.
Advisory Services offered through M Holdings Securities, Inc. and/or Newton One Advisors.
Newton One Advisors is independently owned and operated.

131 Continental Drive, Suite 206 (map)
Newark, DE 19713

Phone: 302.731.1326
Fax: 302.455.9089

Securities products may be sold in the following states: AZ, CA, CO, DC, DE, FL, GA,
ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, NE, NC, NJ, NM, PA, TN, UT, VA, WI, CT, NY, TX WA.