A veteran with more than 40 years of securities industry experience including ten years with FINRA, formerly the NASD, Mr. Turner is responsible for planning and implementing compliance and audit programs, policies and procedures. His focus is to ensure internal and external compliance with all laws and regulatory requirements applicable to Brewer’s advisors.

“As Brewer continues to increase its product and service offerings, and expands its advisor network geographically, it is important that our compliance capabilities keep pace,” said Mark Olson, President of Brewer Investment Group. “Bill Turner and Matt Lovett combined have more than 55 years of compliance experience in our industry and will make a great team in assuring that we adhere to the highest standards mandated by all regulatory authorities. I have had the pleasure of working with Bill for 20 years. Bill and the team will also serve as a resource for independent advisors, allowing them to focus on their clients while staying ahead of regulatory changes.”

Most recently, Mr. Turner served as a Regional Financial Services Leader for Allstate Financial Services (AFS), where he was responsible for ongoing securities and traditional insurance supervision, compliance, and education of 950 registered representatives within the Florida Region. Mr. Turner was also responsible for ensuring strict adherence to AFS policies and procedures as well as applicable FINRA, SEC and state laws and regulations. Prior to Allstate Financial Services, Mr. Turner served in various broker/dealer roles including Chief Compliance Officer, Chief Operating Officer, President, and Chief Executive Officer.

Mr. Lovett will report to Mr. Turner and assist in assuring best practices for the firm and assisting Brewer advisors with compliance matters. Mr. Lovett has more than 15 years of experience in the financial services industry, including nine years in compliance. Previously, he was Senior Compliance Officer for Waterstone Financial Group, a former affiliate of LPL Financial, where he administered all aspects of compliance programs, including guidance on complex broker-dealer and investment advisor issues; FINRA, SEC, state securities and insurance rules and regulations; and developing and implementing compliance policies and procedures.  

Mr. Turner is a General Securities Representative and Principal (Series 7 and 24), Registered Options Principal (Series 4), Municipal Securities Representative and Principal (Series 52 and 53), Financial & Operations Principal (Series 27), Uniform State Securities Agent (Series 63), and a Registered Investment Advisor Representative (Series 65). He holds Florida Life, Health and Variable Annuity licenses, and is an Arbitrator with the American Arbitration Association and FINRA, as well as a Mediator. He holds a B.A. from Elon College.

Mr. Lovett holds FINRA licenses Series 6, 7, 24, 53, 63, 66 and 87, and a Life and Health Insurance license. He received a B.A. in Economics from the University of Maryland.

Brewer Financial Services is an independent broker dealer featuring a complete open architecture of wealth management products and services.

About Brewer Investment Group

Brewer Investment Group is an independent, diversified wealth management firm serving individual investors, small to mid-size businesses, institutions, and financial advisors. Brewer Investment Group has six wholly owned subsidiaries including Brewer Financial Services, Brewer Investment Advisors (RIA), Brewer Insurance Group, Brewer Futures Group, Brewer FX, and Advisor Resource - offering a wide range of financial products, strong acumen in alternative investments and robust collaboration among each of its businesses.

Brewer’s mission is to bring institutional products and services to the individual investor and to leverage a comprehensive open-architecture wealth management platform which provides flexible access to investment services and products such as financial and retirement planning, asset allocation, insurance and annuities, and professional money management. For sophisticated investors looking for additional strategies to complement their existing asset allocations, Brewer offers a choice of private equity investments, hedge funds, commodities, and currency trading. Brewer also offers an extensive list of managed futures and forex programs.

For more information visit http://brewerinvestmentgroup.com. or call 800-971-2180.

Corporate Offices at 200 South Michigan Avenue, 21st floor, Chicago, Il 60604.

Securities offered through and under the supervision of Brewer Financial Services, LLC, a member of FINRA/SIPC.Investment advisory services offered through Brewer Investment Advisors, LLC.

Media Contact:
Inna Suvorov
Senior Vice President, Global Communications and Marketing
Brewer Investment Group
312-896-3950
isuvorov@brewerinvestmentgroup.com