Rick Burns

Rick Burns Email and Phone Number

Financial advisor serving individual investors | Financial Strategies | Retirement | Insurance | Estate Considerations @
Rick Burns's Location
Greater Cumberland Area, United States
Rick Burns's Contact Details

Rick Burns work email

Rick Burns personal email

n/a
About Rick Burns

Rick Burns is a Financial advisor serving individual investors | Financial Strategies | Retirement | Insurance | Estate Considerations at Edward Jones. He is proficient in English.

Rick Burns's Current Company Details
Edward Jones

Edward Jones

Financial advisor serving individual investors | Financial Strategies | Retirement | Insurance | Estate Considerations
Rick Burns Work Experience Details
  • Edward Jones
    Financial Advisor
    Edward Jones Jul 2017 - Present
    68 Baltimore St, Cumberland, Md
    I am a financial advisor who serves the serious long-term investor. After developing an investment plan, tailored to the specific goals of my clients, I carefully craft a properly balanced and diversified portfolio to help achieve those goals.Areas of Focus: Working with successful individuals, business owners; offering fee-based investing, annuities, retirement plans, 401ks and more.
  • Rbc Wealth Management
    Senior Financial Associate
    Rbc Wealth Management Oct 2013 - Dec 2016
    Comprehensive financial advice within a team-oriented service model. Focus on analyzing current strategies, determining complementary solutions, and presenting recommendations in an understandable context.Client service model focused on holistic financial planning enhanced by matching client needs with company strengths.
  • Mariner Wealth Advisors
    Wealth Advisor
    Mariner Wealth Advisors Jan 2011 - Oct 2013
    Provided investment consultation to new and existing clients via conference calls, in-person presentations, and through a supporting/specialist role in coordination with other team members.Focus on comprehensive financial planning and investment advisory services.
  • Cbiz Wealth Management
    Financial Consultant
    Cbiz Wealth Management Sep 1998 - Dec 2010
    Mid-Atlantic
    Focus on analysis of client portfolios and corresponding investment recommendations suitable to the client's time horizon and risk profile.Conducted due diligence reviews on investment companies (mutual funds), separate account managers (investment managers), and associated work within retirement product vendors. In addition, I implemented and oversaw a program of fiduciary oversight with responsibilities including Investment Policy Statement development and compliance, investment manager evaluation, selection, and monitoring, and fiduciary reporting, auditing, and review.

Rick Burns Education Details

  • Miami University
    Miami University
    Economics
  • Frostburg State University
    Frostburg State University
    Economics
  • Fort Hill High School
    Fort Hill High School
    General Studies

Frequently Asked Questions about Rick Burns

What company does Rick Burns work for?

Rick Burns works for Edward Jones

What is Rick Burns's role at the current company?

Rick Burns's current role is Financial advisor serving individual investors | Financial Strategies | Retirement | Insurance | Estate Considerations.

What is Rick Burns's email address?

Rick Burns's email address is ri****@****nes.com

What schools did Rick Burns attend?

Rick Burns attended Miami University, Frostburg State University, Fort Hill High School.

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