Senior Vice President - Investment Officer
Wells Fargo Advisors
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Hunter M. Burton, Cfp®, Cpwa® Email & Phone Number
Senior Vice President - Investment Officer
at
Wells Fargo Advisors
1 work email found
@wellsfargoadvisors.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Vice President - Investment Officer
Location
Charlotte Metro, United States
Company size
Who is Hunter M. Burton, Cfp®, Cpwa®? Overview
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Quick answer
Hunter M. Burton, Cfp®, Cpwa® is listed as Senior Vice President - Investment Officer at Wells Fargo Advisors, a with 14520 employees, based in Charlotte Metro, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com and a matched LinkedIn profile for Hunter M. Burton, Cfp®, Cpwa®.
Hunter M. Burton, Cfp®, Cpwa® previously worked as Senior Vice President - Investments at Wells Fargo Advisors and College Financial Representative at Northwestern Mutual. Hunter M. Burton, Cfp®, Cpwa® holds Certified Private Wealth Advisor® Program from Yale School Of Management.
Company email context
Email format at Wells Fargo Advisors
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*@wellsfargoadvisors.com
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AeroLeads found 1 current-domain work email signal for Hunter M. Burton, Cfp®, Cpwa®. Compare company email patterns before reaching out.
Profile bio
About Hunter M. Burton, Cfp®, Cpwa®
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
Listed skills include Financial Analysis, Investments, Time Management, Microsoft Excel, and 12 others.
Current workplace
Hunter M. Burton, Cfp®, Cpwa®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Wells Fargo Advisors
6 roles
Hunter M. Burton, Cfp®, Cpwa® work experience
A career timeline built from the work history available for this profile.
Senior Vice President - Investments
I 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 Representative
Northwestern Mutual
•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
Jul 2013 - May 2014
Student-Athlete
Furman University
• 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
Aug 2010 - May 2014
Accounting Intern
Jtekt Automotive
Assisted in general ledger analysis, accounts payable, accounts receivable, internal audit, financial analysis & planning, forecasting, budgeting and financial statement preparation and reporting.
May 2011 - Aug 2011
Head Lifeguard
Anderson Area Ymca
• 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
Jun 2006 - Apr 2010
Team & coworkers
Colleagues at Wells Fargo Advisors
Other employees you can reach at wellsfargoadvisors.com. View company contacts for 14520 employees →
CT
Cynthia Tuggle
Colleague at Wells Fargo AdvisorsO'Fallon, Illinois, United States
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MH
Michael Haupt
Colleague at Wells Fargo AdvisorsSt Petersburg, Florida, United States
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BC
Brooks Collins
Colleague at Wells Fargo AdvisorsDecatur, Alabama, United States
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张
张少泽
Colleague at Wells Fargo AdvisorsZhengzhou, Henan, China
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RW
Randal W. Seligmann
Colleague at Wells Fargo AdvisorsCincinnati Metropolitan Area, United States
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JD
J David Azevedo
Colleague at Wells Fargo AdvisorsFort Myers, Florida, United States
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CD
Chryssanthe Detroyer
Colleague at Wells Fargo AdvisorsNew York City Metropolitan Area, United States
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BE
Barbara Endres
Colleague at Wells Fargo AdvisorsGrand Junction, Colorado, United States
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AP
Anthony Payne
Colleague at Wells Fargo AdvisorsGrand Rapids Metropolitan Area, United States
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DO
Daniel O'Brien
Colleague at Wells Fargo AdvisorsFort Mill, South Carolina, United States
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Cynthia Tuggle
Colleague at Wells Fargo AdvisorsO'Fallon, Illinois, United States
View →
MH
Michael Haupt
Colleague at Wells Fargo AdvisorsSt Petersburg, Florida, United States
View →
BC
Brooks Collins
Colleague at Wells Fargo AdvisorsDecatur, Alabama, United States
View →
张
张少泽
Colleague at Wells Fargo AdvisorsZhengzhou, Henan, China
View →
RW
Randal W. Seligmann
Colleague at Wells Fargo AdvisorsCincinnati Metropolitan Area, United States
View →
JD
J David Azevedo
Colleague at Wells Fargo AdvisorsFort Myers, Florida, United States
View →
CD
Chryssanthe Detroyer
Colleague at Wells Fargo AdvisorsNew York City Metropolitan Area, United States
View →
BE
Barbara Endres
Colleague at Wells Fargo AdvisorsGrand Junction, Colorado, United States
View →
AP
Anthony Payne
Colleague at Wells Fargo AdvisorsGrand Rapids Metropolitan Area, United States
View →
DO
Daniel O'Brien
Colleague at Wells Fargo AdvisorsFort Mill, South Carolina, United States
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4 education records
Hunter M. Burton, Cfp®, Cpwa® education
Certified Private Wealth Advisor® Program
Certified Financial Planner™ (Cfp®) Professional Education Program
College For Financial Planning
Bachelor Of Business Administration (B.B.A.), Magna Cum Laude, Finance
Furman University
High School
Palmetto High School
FAQ
Frequently asked questions about Hunter M. Burton, Cfp®, Cpwa®
Quick answers generated from the profile data available on this page.
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 Wells Fargo Advisors?
Hunter M. Burton, Cfp®, Cpwa® is listed as Senior Vice President - Investment Officer at Wells Fargo Advisors.
What is Hunter M. Burton, Cfp®, Cpwa®'s email address?
AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Hunter M. Burton, Cfp®, Cpwa® at Wells Fargo Advisors.
Where is Hunter M. Burton, Cfp®, Cpwa® based?
Hunter M. Burton, Cfp®, Cpwa® is based in Charlotte Metro, United States while working with Wells Fargo Advisors.
What companies has Hunter M. Burton, Cfp®, Cpwa® worked for?
Hunter M. Burton, Cfp®, Cpwa® has worked for Wells Fargo Advisors, Northwestern Mutual, Furman University, Jtekt Automotive, and Anderson Area Ymca.
Who are Hunter M. Burton, Cfp®, Cpwa®'s colleagues at Wells Fargo Advisors?
Hunter M. Burton, Cfp®, Cpwa®'s colleagues at Wells Fargo Advisors include Cynthia Tuggle, Michael Haupt, Brooks Collins, 张少泽, and Randal W. Seligmann.
How can I contact Hunter M. Burton, Cfp®, Cpwa®?
You can use AeroLeads to view verified contact signals for Hunter M. Burton, Cfp®, Cpwa® at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.
What schools did Hunter M. Burton, Cfp®, Cpwa® attend?
Hunter M. Burton, Cfp®, Cpwa® holds Certified Private Wealth Advisor® Program from Yale School Of Management.
What skills is Hunter M. Burton, Cfp®, Cpwa® known for?
Hunter M. Burton, Cfp®, Cpwa® is listed with skills including Financial Analysis, Investments, Time Management, Microsoft Excel, Access, Leadership, Analytical Skills, and Financial Services.
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