1280 Financial Partners - UBS Financial Services Inc., 7950 Summerlin Lakes Dr, Ste 1, Fort Myers, FL 33907, US

Thomas L. Burt, CFP, CPM, CIMA, ChFC is a Senior Vice President Investments Financial Advisor at UBS Financial Services Inc. in Fort Myers, FL. With over 19 years of experience, he specializes in assisting companies and not-for-profits with their investments and retirement plans. Mr. Burt is known for his comprehensive platform of industry-leading corporate services and solutions, providing a proven process that delivers customized benefits plans for organizations. He is recognized for his expertise in the consulting industry and is a frequent lecturer on investments. As a Certified Financial Planner and holder of multiple prestigious credentials, including Certified Investment Management Analyst, Certified Portfolio Manager, Chartered Financial Consultant, and Chartered Life Underwriter, Thomas L. Burt brings a wealth of knowledge and experience to his clients. He is dedicated to guiding endowments and foundations forward, contributing to their success today and in the future. Mr. Burt is also actively involved in philanthropy, serving as a top national fundraiser for the Muscular Dystrophy Association and Gallaudet University. He resides in Fort Myers, FL with his wife and three daughters.Generated from the website

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