Burt Wealth Advisors
For more than 25 years, Burt Wealth Advisors has served as a trusted partner of high net worth individuals and families wishing to protect and grow their assets. We pride ourselves on our individualized approach to asset management as well as our commitment to putting our clients’ interests first and foremost. We take an objective and proactive approach, bringing proven expertise to bear on every aspect of a client’s wealth from accumulation and growth through preservation and distribution. Since our founding in 1985, the firm has been managing money for individuals, families, trusts, and corporations. We currently manage over $500 million in assets. We hope to use Linkedin as an opportunity to provide timely and informative content regarding investment management and financial planning.
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Verified contacts
11
available on Kipplo
LinkedIn employees
5
11 to 50 range
Open roles
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no listings
Distinct roles
8
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- FC
Fred Cornelius
President & CEO · General Business & Management
EmailPhone - BV
Beth Venit
Vice President · General Business & Management
EmailPhone - JM
Jennifer MacLennan
VP, Financial Advisor, Investment Committee Member · Other
EmailPhone - MC
Maria Cornelius
Executive Vice President, Financial Advisor, Investment Committee Member · Other
EmailPhone - TG
Todd Growney
Vice President, Financial Advisor, Investment Committee Member · Other
EmailPhone - BF
Brendan Feury
Research Analyst · Finance & Accounting
EmailPhone - DT
Deanna Tomasetti
Vice President, Financial Advisor and Investment Committee Member · Other
EmailPhone
Showing 7 of 11 verified contacts
Top roles at Burt Wealth Advisors
8 distinct titles indexed · top 8 shown.
- 2vice president, financial advisor and investment committee member
- 1executive vice president, financial advisor, investment committee member
- 1information technology manager
- 1president & ceo
- 1research analyst
- 1vice president
- 1vice president, financial advisor, investment committee member
- 1vp, financial advisor, investment committee member
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