Michael Burke Email & Phone Number
Certified Financial Planner @ Green Wealth Management Group
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Michael Burke Location
- Southbury, CT, US
Michael Burke Work
- 2025 -now Certified Financial Planner @
- 2023 -2023 Director, Advanced Wealth Planning @
- 2018 -2023 Financial Advisor @
- 2018 -2023 Financial Advisor @
- 2018 -2023 Director, Advanced Wealth Planning @
- 2021 -2023 Executive Vice President, Advanced Wealth Planning @
- 2016 -2018 Financial Advisor @ Merrill Lynch Wealth Management, Bank of America Corporation
- 2014 -2016 Senior Associate, Competitive Case Team @ New York Life
- 2011 -2014 Regional Sales Consultant II @ Prudential Annuities
Michael Burke Education
- Providence College
Bachelor's Degree
1997-2001 - Fairfield College Preparatory School 1993-1997
Michael Burke Skills
- Family Legacy Planning
- Business Analysis
- Income Strategy During Retirement Years
- Microsoft Word
- Generational Wealth Transfer
- High Net Worth Wealth Planning
- Working With Business Owners
- Wealth Management Planning
- Pre and Post Liquidity Strategies
- Team Building
- Estate Planning
- Financial Advisory
- Series 63
- Certified Financial
- Fixed Annuities
- Insurance
- Retirement Planning
- Financial Planning
- Investments
- Competitive Analysis
- Series 6
- Strategic Planning
- Competitive Intelligence
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- ChFC
- Strategic Financial Planning
- Risk Management
- Marketing
- Certified Financial Planner
- Strategic Financial
- Retirement
- Series 65
- Series 7
- Investment Management
Michael Burke Summary
- Michael Burke, based in Southbury, CT, US, is currently a Certified Financial Planner at Green Wealth Management Group. Michael Burke brings experience from previous roles at Lido Advisors, LLC. Michael Burke holds a 1997 - 2001 Bachelor's Degree @ Providence College. With a robust skill set that includes Family Legacy Planning, Business Analysis, Income Strategy During Retirement Years, Microsoft Word, Generational Wealth Transfer and more. Michael Burke has 1 emails on RocketReach.
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Top Green Wealth Management Group Employees
Fran Gallo
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Shelton, CT, US
Michael Burke
Certified Financial Planner
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David Kania
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Drew Heatley
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Lora Nickel
Sr. Client Associate
Minneapolis, MN, US
Matthew Traub
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