Richard Burt
Sr. Vice President at McAdams Group, LLC | Shelby County, Tennessee, United States
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As the Senior Vice President at McAdams Group, LLC, Richard Burt brings a wealth of expertise in investment advisory services and strategic financial planning to the forefront of the firm’s operations. With a strong foundation in asset management and wealth management, Richard plays a pivotal role in guiding clients through the complexities of their financial journeys. His leadership is instrumental in implementing the firm’s seven-step educational process, which empowers clients to identify their financial objectives and develop tailored strategies to achieve them.
Richard’s extensive background in securities and portfolio management allows him to provide insightful recommendations that align with clients’ unique financial goals. He is adept at navigating the intricacies of mutual funds and estate planning, ensuring that every investment decision is made with a comprehensive understanding of the client’s long-term aspirations. His commitment to client education and transparency fosters trust and confidence, making him a valued coach in the financial advisory space.
Currently, Richard is spearheading key projects that focus on enhancing the firm’s investment strategies through innovative approaches and market analysis. By leveraging his Series 7 expertise, he ensures that McAdams Group remains at the cutting edge of financial services, adapting to market trends and client needs. Richard’s dedication to excellence not only drives the success of McAdams Group but also positions the firm as a leader in the retirement income planning sector, ultimately helping clients secure their financial futures with confidence.
Sr. Vice President at McAdams Group, LLC in April 2004 to Present
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Investments
Asset Management
Securities
Strategic Financial Planning
Mutual Funds
Financial Services
Investment Advisory
Retirement Planning
Wealth Management
Portfolio Management
Estate Planning
Series 7
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Discover more about McAdams Group, LLCWhat is Richard Burt email address?
Email Richard Burt at [email protected]. This email is the most updated Richard Burt email found in 2026.
What is Richard Burt phone number?
Richard Burt phone number is +19016470558 and +19016249847.
How to contact Richard Burt?
To contact Richard Burt send an email to [email protected]. If you want to call Richard Burt try calling on +19016470558 and +19016249847.
What is Richard Burt net worth?
Richard Burt has an estimated net worth of $750,000 to $999,999
What company does Richard Burt work for?
Richard Burt works for McAdams Group, LLC
What is Richard Burt's role at McAdams Group, LLC?
Richard Burt is Sr. Vice President
What industry does Richard Burt work in?
Richard Burt works in the Financial Services industry.
Richard Burt Email Addresses
Richard Burt Phone Numbers
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