Rick Burns Email & Phone Number

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.

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.

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.

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.

Ma, Economics

Activities and Societies: I attended Miami University on a Graduate Assistant Scholarship and spent time proctoring exams, grading work.

Bs, Economics

High School Diploma, General Studies