Since 2002, Thomas Burt has been assisting companies and not for profits with their investments and retirement plans.  After receiving his degree in Finance, Marketing, and Multi-National Business from the Florida State University, Tom moved to Fort Myers, Florida to work with Morgan Stanley. 

 In 2012, Tom moved to UBS to work with the Institutional Consulting Group in Florida. He currently assists the consulting efforts of over 200 UBS Advisors in Florida.

Mr. Burt is a frequent lecturer on investments and the consulting industry. Tom is a past member of the Professional Advisory Committee to The American College and one of the top national fundraisers for the Muscular Dystrophy Association and Gallaudet University, a college for the deaf. He lives in Fort Myers, FL with his wife, Nina, and their daughters Anabella, Siena, and Teagan.

Credentials

• Certified Investment Management Analyst (CIMA^®) from The Wharton School, University of Pennsylvania
• Certified Portfolio Manager, (CPM^®) Columbia University
• Accredited Investment Fiduciary™ (AIF^®) from Fiduciary 360
• Certified Financial Planner™ Practitioner by The CFP^® Board
• Chartered Financial Consultant (ChFC^®) from The American College
• Chartered Life Underwriter (CLU^®) from The American College Distinctions

Distinctions

• Honorary Key to the City, Bonita Springs, FL
• 40 under 40 Gulfshore Business
• 40 under 40 Gulf Coast Business Review
• 35 under 35 UBS Financial Services, Inc.

CO, FL, GA, IL, KY, MA, MI, MN, NJ, OH, OK, SC, TX, VA