Major Product/SVS:
Wealth management; Financial planning
Education Degrees:
Bachelor's Degree in Business, University of Memphis (1996)
Affiliations Awards:
Local Chamber of Commerce; Better Business Bureau; National Ethics Bureau
Number Of Years In Profession:
15
Number Of Years In Current Position:
8
What Does He/She Attribute Success To:
He attributes his success to his certificate, training and mentoring group.
Why did you become involved in your profession or industry?:
He became involved in his profession because he enjoys finance and long-term planning.
Position Responsibilities and Duties:
Meeting with clients; Selling; Attending allocation meetings
Where Will You Be In 5 Years:
In five years, Mr. Burt hopes to open a financial firm, and become an independent tax adviser.