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Tyler Brown, CFP®

Tyler Brown, CFP®

Founder, Wealth Advisor

(919) 342-7855

tyler@turnpointwealth.com

Tyler Brown is a dedicated financial advisor with a passion for helping clients achieve their financial goals. Growing up in western North Carolina, Tyler was inspired by his father, an insurance agency owner, to pursue a career in financial services. This early exposure to the importance of financial planning and client care set the foundation for Tyler's professional journey.

Tyler attended NC State University in Raleigh, where he gained valuable experience working at Wells Fargo during the 2007 mortgage crisis. This experience provided him with a firsthand understanding of market impacts and client needs during critical financial events. After graduating, Tyler joined Fidelity Investments in 2007, working in their retirement planning division. Over his 12-year tenure at Fidelity, Tyler assisted clients through significant life events, providing comprehensive retirement and financial planning services.

In pursuit of further professional development, Tyler earned his Certified Financial Planner (CFP) designation from Georgetown University. He later joined Fisher Investments and then Edelman Financial Engines, where he continued to build his expertise and client base. At Edelman, Tyler leveraged the firm's 401k relationships to provide tailored financial advice to clients at critical junctures in their lives.

Outside of work, Tyler is an avid hockey fan and enjoys attending games with his wife. He also has a six-year-old child and two energetic dogs. Tyler's commitment to his clients and his community is evident in his personalized approach to financial planning, ensuring that each client feels confident and prepared for their financial future.