Benefit from our insights Advice made stronger with the right partner

Thomas L. Burt, CFP®, CPM®, CIMA®, ChFC®

Senior Vice President - Investments
Senior Portfolio Manager
Institutional Consultant, UBS Institutional Consulting

Visit The Calusa Group

phone

239-277-3636



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address

7950 Summerlin Lakes Drive
Suite 1
Fort Myers, FL 33907



Your organization has many responsibilities – to shareholders, employees and their families. But today, successfully meeting those responsibilities has become more complex.

I offer guidance from an experienced and dedicated consulting team that leverages the vast resources and strong financial backing of a powerful global financial leader. Talk to me about how I can help support you in your fiduciary role.



Insights

Art Cashin on the markets

Art Cashin on the markets

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Top of the Morning daily podcasts