Jeffrey Burke, CFP®, CRPC®

Senior Vice President | Financial Advisor

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Biography
Credentials & Awards
Location(s)

Jeffrey Burke is a wealth management financial advisor based in Melville, NY.

Jeffrey specializes in personal wealth management, cash flow analysis, and comprehensive financial planning. He works closely with individuals and families to develop strategies that align their financial resources with their long-term goals.

Before joining CAPTRUST, Jeffrey worked at Compass Advisors and Long Island Wealth Management and began his career at Fidelity Investments, where he advanced from an entry-level role to financial advisor.

Jeffrey earned his Bachelor of Science in finance from Providence College.

In his free time, Jeffrey enjoys spending time with his family, golfing, and listening to music.

Education

  • Bachelor of Science in finance, Providence College

Industry Designations

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Retirement Planning Counselor℠

Resources

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