Whitney Burr

Q: What is Whitney Burr email address?

Email Whitney Burr at courtneybug3@hotmail.com. This email is the most updated Whitney Burr email found in 2026.

Q: How to contact Whitney Burr?

To contact Whitney Burr send an email to courtneybug3@hotmail.com. If you want to call Whitney Burr try calling on +15404213968 and +18609223428. (updated on October 29, 2024)

President & Owner at Burr Capital Advisors | West Hartford, Connecticut, United States

About Whitney Burr

Whitney Burr, as President and Owner of Burr Capital Advisors, brings a wealth of expertise and a client-centric approach to the field of estate planning and investment advisory services. Since the firm's rebranding in January 2020 from Valerie E. Thomas & Associates, Whitney has been instrumental in shaping the strategic direction of the company, focusing on delivering personalized financial solutions that cater to the unique needs of individuals and families. Under her leadership, Burr Capital Advisors has established itself as a trusted partner in retirement and income planning, specializing in the seamless transition of 401(k), 403(b), and 457 plans.

With a strong foundation in securities and investment advisory, Whitney leverages her extensive knowledge in asset management and mutual funds to help clients achieve their financial goals. Her proficiency in estate planning ensures that families are well-prepared for the future, providing peace of mind through comprehensive strategies that address both current and long-term needs. Whitney’s commitment to client education and empowerment is evident in her hands-on approach, guiding clients through complex financial landscapes with clarity and confidence.

In addition to her role at Burr Capital Advisors, Whitney is dedicated to staying abreast of industry trends and regulatory changes, ensuring that her clients receive the most relevant and effective financial advice. Her credentials, including Series 7 licensing, further underscore her commitment to excellence in financial services. As Burr Capital Advisors continues to grow, Whitney remains focused on fostering lasting relationships and delivering exceptional value to every client.

Whitney Burr Work

President & Owner at Burr Capital Advisors in January 2020 to Present

Investment Consultant& Owner at Valerie E. Thomas & Associates, LLC in September 2001 to January 2020

Whitney Burr Skills

Retirement

Estate Planning

Investment Advisory

About Whitney Burr's Current Company

Burr Capital Advisors

Discover more about Burr Capital Advisors

Frequently Asked Questions about Whitney Burr

What is Whitney Burr email address?

Email Whitney Burr at [email protected]. This email is the most updated Whitney Burr email found in 2026.

What is Whitney Burr phone number?

Whitney Burr phone number is +15404213968 and +18609223428.

How to contact Whitney Burr?

To contact Whitney Burr send an email to [email protected]. If you want to call Whitney Burr try calling on +15404213968 and +18609223428. (updated on October 29, 2024)