Cody Burnett Email & Phone Number

Working primarily with business owners and corporate executives, I serve as a consultant and a conduit to UBS' greater resources as a firm in a process that considers personal financial planning as well as business transition strategies, equity compensation, specialty lending solutions, and philanthropic concerns.Through this process I aim deliver a bespoke wealth management experience, working side by side with my clients to navigate challenges, find efficiencies, and reach critical goalposts.I look forward to connecting and hope my team can add value to your situation.**By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.**/*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Listed skills include Series 7, Series 66, Wealth Management, Strategic Financial Planning, and 3 others.

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  Stellenbosch University/Universiteit Stellenbosch