Bradley Burk, Cfp®, Bfa™
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Bradley Burk, Cfp®, Bfa™ Email & Phone Number

Financial Advisor at Smith Salley Wealth Management
Location: Charlotte, North Carolina, United States 6 work roles 4 schools
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Current company
Smith Salley Wealth Management
Role
Financial Advisor
Location
Charlotte, North Carolina, United States
Company size
19 employees

Who is Bradley Burk, Cfp®, Bfa™? Overview

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Bradley Burk, Cfp®, Bfa™ is listed as Financial Advisor at Smith Salley Wealth Management, a company with 19 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Bradley Burk, Cfp®, Bfa™.

Bradley Burk, Cfp®, Bfa™ previously worked as Financial Advisor at Modera Wealth Management and Financial Advisor at Parsec Financial. Bradley Burk, Cfp®, Bfa™ holds Master'S Degree, Trust And Wealth Management from Campbell University, Lundy-Fetterman School Of Business.

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Email format at Smith Salley Wealth Management

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Smith Salley Wealth Management

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Profile bio

About Bradley Burk, Cfp®, Bfa™

As a Financial Advisor at Modera Wealth Management, I help clients achieve their financial goals and peace of mind, by providing comprehensive and customized solutions that suit their needs and values. I leverage my expertise in tax, trust, and estate planning to educate and guide clients through complex and sensitive financial decisions.I have a strong academic background in trust and wealth management, economics, and history, having earned a Master's degree in Trust and Wealth Management, and a Juris Doctor degree from Campbell University, and two Bachelor's degrees from the University of North Carolina at Chapel Hill. I am passionate about learning and staying updated on the latest trends and developments in the financial industry, and I enjoy sharing my knowledge and insights with clients and colleagues.

Current workplace

Bradley Burk, Cfp®, Bfa™'s current company

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Smith Salley Wealth Management
Smith Salley Wealth Management
Financial Advisor
Charlotte, NC, US
Website
smith-salley.com
Employees
19
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6 roles

Bradley Burk, Cfp®, Bfa™ work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Modera Wealth Management

Charlotte Metro

Modera Wealth Management is a fee-only, fiduciary financial advisory firm focused on providing clients with a high level of care and attention. We examine and evaluate each client’s entire financial picture, offer prompt responses to their questions, and present customized solutions that always put their interests before our own. You want advisors whose.

Apr 2023 - Present

Financial Advisor

Parsec Financial

Charlotte, North Carolina, United States

Dec 2021 - Apr 2023

Financial Planning Strategist

Parsec Financial

Charlotte, North Carolina, United States

Nov 2020 - Dec 2021

Associate Paralegal

W. Samuel Weathers, Attorney

Raleigh, NC

May 2014 - Jun 2017
Team & coworkers

Colleagues at Smith Salley Wealth Management

Other employees you can reach at smith-salley.com. View company contacts for 19 employees →

GW George Wyatt George Wyatt Colleague at Smith Salley Wealth ManagementGreensboro, North Carolina, United States, United States View → AD Andrew Donovan, Cfp ® Andrew Donovan, Cfp ® Colleague at Smith Salley Wealth ManagementGreensboro, North Carolina, United States, United States View → PE Pasquale Errichiello, Cfp®, Mba Pasquale Errichiello, Cfp®, Mba Colleague at Smith Salley Wealth ManagementGreensboro, North Carolina, United States, United States View → SB Scott Batchelor Scott Batchelor Colleague at Smith Salley Wealth ManagementGreensboro, North Carolina, United States, United States View → JC Jacob Collinsworth Mba, Cfp® Jacob Collinsworth Mba, Cfp® Colleague at Smith Salley Wealth ManagementUnited States, United States View → SB Shannon Burgett, Cfp® Shannon Burgett, Cfp® Colleague at Smith Salley Wealth ManagementCharlotte Metro, United States View → MS Mackay Salley Mackay Salley Colleague at Smith Salley Wealth ManagementGreensboro, North Carolina, United States, United States View → MS Matthew Staley Matthew Staley Colleague at Smith Salley Wealth ManagementWinston-Salem, North Carolina, United States, United States View → BM Brian May Brian May Colleague at Smith Salley Wealth ManagementGreensboro, North Carolina, United States, United States View → ML Mcbee Lucius Mcbee Lucius Colleague at Smith Salley Wealth ManagementGreensboro--Winston-Salem--High Point Area, United States View →
4 education records

Bradley Burk, Cfp®, Bfa™ education

Master'S Degree, Trust And Wealth Management

Campbell University, Lundy-Fetterman School Of Business
FAQ

Frequently asked questions about Bradley Burk, Cfp®, Bfa™

Quick answers generated from the profile data available on this page.

What company does Bradley Burk, Cfp®, Bfa™ work for?

Bradley Burk, Cfp®, Bfa™ works for Smith Salley Wealth Management.

What is Bradley Burk, Cfp®, Bfa™'s role at Smith Salley Wealth Management?

Bradley Burk, Cfp®, Bfa™ is listed as Financial Advisor at Smith Salley Wealth Management.

Where is Bradley Burk, Cfp®, Bfa™ based?

Bradley Burk, Cfp®, Bfa™ is based in Charlotte, North Carolina, United States while working with Smith Salley Wealth Management.

What companies has Bradley Burk, Cfp®, Bfa™ worked for?

Bradley Burk, Cfp®, Bfa™ has worked for Smith Salley Wealth Management, Modera Wealth Management, Parsec Financial, First Citizens Bank, and W. Samuel Weathers, Attorney.

Who are Bradley Burk, Cfp®, Bfa™'s colleagues at Smith Salley Wealth Management?

Bradley Burk, Cfp®, Bfa™'s colleagues at Smith Salley Wealth Management include George Wyatt, Andrew Donovan, Cfp ®, Pasquale Errichiello, Cfp®, Mba, Scott Batchelor, and Jacob Collinsworth Mba, Cfp®.

How can I contact Bradley Burk, Cfp®, Bfa™?

You can use AeroLeads to view verified contact signals for Bradley Burk, Cfp®, Bfa™ at Smith Salley Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Bradley Burk, Cfp®, Bfa™ attend?

Bradley Burk, Cfp®, Bfa™ holds Master'S Degree, Trust And Wealth Management from Campbell University, Lundy-Fetterman School Of Business.

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