kevin burke

Worked with high net worth individuals to develop retirement investments and income production and asset protection portfolios. Responsible for asset accumulation and retention efforts. Utilize a financial planning program to develop asset allocations and product recommendations based on sound financial planning principals. Product line consists of a full range of mutual funds, investment management account (actively managed), trust services, annuities, and 529 plans. Provide equities, preferred shares, municipal bonds, and government securities. Co-Host of weekly radio program in five markets in the Florida West Coast market.

Financial Planning and Litigation Consulting Working with legal Professionals, their clients, Financial Planning and Litigation Consulting Working with legal Professionals, their clients, Mediators, and Courts to provide comprehensive financial planning and litigation support. This includes financial asset analysis and consultation, lifestyle analysis, financial statement preparation and analysis, forensic financial analysis, equitable settlement analysis, asset analysis, Qualified Domestic Relations Order preparation/consultation and expert witness. Certified Financial Planner, Certified Divorce Financial Analyst, Registered Investment Advisor.

Work with high net worth segment of participant population. Responsible for asset accumulation and retention efforts. Utilize a financial planning program to develop asset allocations and product recommendations based on sound financial planning principals. Product line consists of a full range of mutual funds, 403b separate accounts, investment management account (actively managed), trust services, annuities, and 529 plans. Provide equities, preferred shares, municipal bonds, and government securities through a discount brokerage account. Cross sell insurance and trust products. Certified Financial Planner, Series 7, 63, 65 and Insurance/LTC licensed.

Responsible for acquisition, development, servicing, and retention of clients with one million dollars or more in investable assets for the private banking arm of SunTrust Bank. Products included investment management account (actively managed), trust services, specialized investment products (stock collars, exchange funds, hedge funds, insurance, and manager of managers consulting) and financial planning. Assisted other PCA’s in developing and presenting investment products to their clients. Also acted as technology expert for unit. Provided traditional services of deposit and specialized lending to affluent clients base. Series 7, 63 licensed.

Responsible for product presentations and sales to Private Banking and affluent Clients. Develop asset allocations and product recommendations based on sound financial principals. Product line consists of a full range of Mutual funds, Annuities, UIT's, Municipal bonds, Government securities, Life insurance and Long term care products. Regional retirement plan specialist. Exceeded all sales goals and qualified for annual sales conference every year. Other responsibilities include regional marketing/research and regional liaison to the Retail Bank. Provide training seminars for the new Investment Consultants. . Member New Product Development Team and Affluent Markets Team for Wachovia Corporation. Annual revenue of $300,000.

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 75 years, the firm's reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients.Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are four core values — putting clients first, doing the right thing, leading with exceptional ideas and giving back — that guide its more than 55,000 employees in 1,200 offices across 43 countries.

Capital One Financial Corporation, incorporated in July 21, 1994, is a diversified banking company focused primarily on consumer and commercial lending and deposit origination. Its principal business segments are Local Banking and National Lending. Local Banking includes consumer, small business and commercial deposits, and lending conducted within its branch network. The National Lending segment consists of three sub-segments: the U.S. Card sub-segment, which consists of domestic consumer credit and debit card activities; the Auto Finance sub-segment, which includes automobile and other motor vehicle financing activities, and the Global Financial Services sub-segment consisting of international lending activities, small business lending, installment loans, home loans, healthcare financing and other diversified activities.