Hunter M. Burton, Cfp®, Cpwa® Email and Phone Number
Hunter M. Burton, Cfp®, Cpwa® work email
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Hunter M. Burton, Cfp®, Cpwa® personal email
We believe that our primary responsibility is to help enhance our clients' lives with the highest quality service possible. We believe in a consultative approach to investing - an approach that provides a clear strategic vision and a dedicated focus on investors' goals with an emphasis on objectivity. We invite you to examine the strengths we provide and explore the advantages of a truly consultative approach.We specialize in providing a comprehensive approach to building wealth for high net worth individuals, foundations & endowments, and corporate retirement plans. Our goal is to aid clients in building wealth through a studied, conservative, and responsive approach. We understand the unique challenges inherent in wealth accumulation. Consequently, our approach is thoughtful, proactive, strategic, and customized specifically to meet your stated goals and objectives. Whether for individuals, endowments, or corporations, we specialize in implementing an integrated investment strategy through customized portfolio management.This information is intended for use by residents of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IN, KY, MD, MI, MS, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, and WV only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Wells Fargo Advisors
View- Website:
- wellsfargoadvisors.com
- Employees:
- 14520
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Senior Vice President - InvestmentsWells Fargo Advisors Jul 2014 - PresentI am a CERTIFIED FINANCIAL PLANNER™ professional and Certified Private Wealth Advisor® Professional and have been serving clients since joining Wells Fargo Advisors. I focus on high net worth consulting and provide comprehensive investment planning to clients and their families including retirement and investment planning, risk management, education planning, as well as working with other professionals to help ensure proper estate investment planning and ongoing tax management. Wells Fargo Advisors is not a legal or tax advisor. -
College Financial RepresentativeNorthwestern Mutual Jul 2013 - May 2014•Educated clients on risk management, portfolio management, and the financial services industry•Gathered financial and demographical data from clients and identified risk tolerance as well as potential risks and liabilities •Worked with clients to create a plan to reach financial goals by analyzing personal balance sheet items and cash flows•Used statistical programs to create a customized financial plans tailored to client needs
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Student-AthleteFurman University Aug 2010 - May 2014Greenville, South Carolina Area• Shortstop, Four year starter• Devoted over 30 hours per week to practice, strength and conditioning, and games • 56+ game schedule along with a full course load• First Team Southern Conference SS, 2014• Academic All-Southern Conference, 2010 - 2014• John M. Block Academic Achievement Award Recipient
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Accounting InternJtekt Automotive May 2011 - Aug 2011Greer, South CarolinaAssisted in general ledger analysis, accounts payable, accounts receivable, internal audit, financial analysis & planning, forecasting, budgeting and financial statement preparation and reporting.
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Head LifeguardAnderson Area Ymca Jun 2006 - Apr 2010Anderson, South Carolina• Responsible for safety of pool patrons and enforced pool rules• Maintained and serviced pool equipment• Supervised and led other guards in drills and during the workday• Carried out rescues and initiated other emergency action as necessary
Hunter M. Burton, Cfp®, Cpwa® Skills
Hunter M. Burton, Cfp®, Cpwa® Education Details
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Certified Private Wealth Advisor® Program -
College For Financial PlanningCertified Financial Planner™ (Cfp®) Professional Education Program -
Furman UniversityFinance -
Palmetto High SchoolHigh School
Frequently Asked Questions about Hunter M. Burton, Cfp®, Cpwa®
What company does Hunter M. Burton, Cfp®, Cpwa® work for?
Hunter M. Burton, Cfp®, Cpwa® works for Wells Fargo Advisors
What is Hunter M. Burton, Cfp®, Cpwa®'s role at the current company?
Hunter M. Burton, Cfp®, Cpwa®'s current role is Senior Vice President - Investments at Wells Fargo Advisors.
What is Hunter M. Burton, Cfp®, Cpwa®'s email address?
Hunter M. Burton, Cfp®, Cpwa®'s email address is hu****@****ors.com
What schools did Hunter M. Burton, Cfp®, Cpwa® attend?
Hunter M. Burton, Cfp®, Cpwa® attended Yale School Of Management, College For Financial Planning, Furman University, Palmetto High School.
What are some of Hunter M. Burton, Cfp®, Cpwa®'s interests?
Hunter M. Burton, Cfp®, Cpwa® has interest in Children, Economic Empowerment, Education, Disaster And Humanitarian Relief, Health.
What skills is Hunter M. Burton, Cfp®, Cpwa® known for?
Hunter M. Burton, Cfp®, Cpwa® has skills like Financial Analysis, Investments, Time Management, Microsoft Excel, Access, Leadership, Analytical Skills, Financial Services, Teamwork, Finance, Public Speaking, Bloomberg.
Who are Hunter M. Burton, Cfp®, Cpwa®'s colleagues?
Hunter M. Burton, Cfp®, Cpwa®'s colleagues are Nancy A. Stickel, Cfp®, Kirk Otto, Dave Scheibel, Christy Foster, Eduard S., Mackenzie Mcdaniel, Michael D. Nunno, Cima®, Cfp®.
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