Travis Burke, Tep, Cfp®

Travis Burke, Tep, Cfp® Email and Phone Number

Senior Managing Director, US and Bermuda @ Axcelus Financial
Atlanta, GA, US
Travis Burke, Tep, Cfp®'s Location
Atlanta Metropolitan Area, United States, United States
Travis Burke, Tep, Cfp®'s Contact Details

Travis Burke, Tep, Cfp® work email

Travis Burke, Tep, Cfp® personal email

n/a
About Travis Burke, Tep, Cfp®

Travis Burke has been collaborating with advisors of ultra-high net worth domestic and foreign national clients and institutions for over 25 years, working to address their complex financial needs on a global basis. As a recognized thought leader in global wealth structuring and cross border planning, he has a proven track record of delivering innovative and customized insurance and asset management solutions to help ultra-high net worth and institutional clients grow and preserve their assets. Travis is responsible for spearheading development of the Axcelus proprietary Catalyst PPLI solution, where he oversees all aspects of the product’s evolution, marketing, and sales strategies to ensure its ongoing success and growth. This has resulted in over a half of billion dollars of new assets under administration. -About Axcelus - At Axcelus Financial, we leverage our extensive expertise in Private Placement Life Insurance and Annuities, as well as knowledge of the unique tax implications and challenges faced by domestic and international clients. We are a team of professionals who share a commitment to providing the highest levels of service and value to our clients. Whether it is for individuals and families, or for investment managers and their institutional client base, we aim to create solutions that efficiently and effectively access the U.S. private markets and optimize their outcomes.With over $14 billion of assets under administration, Axcelus Financial is a leading provider of private placement life insurance and annuities to individuals and institutions. The company employs over 100 people at offices in Philadelphia, New York, Bermuda, and Miami.

Travis Burke, Tep, Cfp®'s Current Company Details
Axcelus Financial

Axcelus Financial

View
Senior Managing Director, US and Bermuda
Atlanta, GA, US
Website:
axcelus.com
Employees:
94
Travis Burke, Tep, Cfp® Work Experience Details
  • Axcelus Financial
    Senior Managing Director, Us And Bermuda
    Axcelus Financial
    Atlanta, Ga, Us
  • Axcelus Financial
    Managing Director, Us & Bermuda
    Axcelus Financial Dec 2023 - Present
    Philadelphia, Pennsylvania, Us
  • Lombard International Group
    Managing Director, Us & Bermuda
    Lombard International Group Jan 2019 - Dec 2023
    London, England, Gb
  • Global Insurance Solutions Group
    National Sales Director
    Global Insurance Solutions Group Apr 2017 - Jan 2019
  • Transamerica
    Regional Sales Director
    Transamerica Dec 2012 - Mar 2017
    Baltimore, Maryland, Us
  • Ing Us
    Svp
    Ing Us Jun 2008 - Oct 2012
    Amsterdam Zuidoost, Nl

Travis Burke, Tep, Cfp® Skills

Life Insurance Estate Planning Management Sales Certified Financial Planner Insurance Financial Planning Life And Health Insurance Licenses Wealth Management Leadership Customer Service Financial Analysis Employee Benefits Risk Management Etfs Series 63 Variable Annuities Sales Management High Net Worth Individuals Qualified Retirement Plans Equities Erisa Training Strategic Financial Planning Wealth Management Services Wealth Accumulation Defined Benefit Banking Foreign Nationals International Financial Institutions Wealth Preservation Planning Wealth Transfer Estate Tax Planning Gift Planning Asset Management Asset Allocation Asset Protection Expatriate Management Expatriate Tax Global Citizenship Buy Sell Agreements High Net Worth Insurance

Travis Burke, Tep, Cfp® Education Details

  • Georgetown University
    Georgetown University
    Finance
  • Plymouth State University
    Plymouth State University
    International Political Economics
  • United States Marine Corps
    United States Marine Corps
    Infantry

Frequently Asked Questions about Travis Burke, Tep, Cfp®

What company does Travis Burke, Tep, Cfp® work for?

Travis Burke, Tep, Cfp® works for Axcelus Financial

What is Travis Burke, Tep, Cfp®'s role at the current company?

Travis Burke, Tep, Cfp®'s current role is Senior Managing Director, US and Bermuda.

What is Travis Burke, Tep, Cfp®'s email address?

Travis Burke, Tep, Cfp®'s email address is tb****@****ast.net

What schools did Travis Burke, Tep, Cfp® attend?

Travis Burke, Tep, Cfp® attended Georgetown University, Plymouth State University, United States Marine Corps.

What skills is Travis Burke, Tep, Cfp® known for?

Travis Burke, Tep, Cfp® has skills like Life Insurance, Estate Planning, Management, Sales, Certified Financial Planner, Insurance, Financial Planning, Life And Health Insurance Licenses, Wealth Management, Leadership, Customer Service, Financial Analysis.

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