Richard Burt is a Senior Vice President and Senior Wealth Advisor at McAdams Group, LLC., a national, full service financial advisory firm based in Memphis, TN.
Education / Credentials:
- Financial Services Advisor since 2004
- FINRA Series 65 (securities and investment advisor)
- Life and Health License (life insurance agent)
- Two-time “Five Star Wealth Manager” award winner
Expertise:
20 years of financial advisory experience including Financial planning, Risk assessment, Investment management, Income Investing, Estate planning, Tax planning, IRA-Required Minimum Distribution planning, and Social Security optimization. Prior to entering the Financial Services Industry, I worked in the services industry as a Program Manager responsible for customers such as IBM and Microsoft XBOX North America.
Passions:
Spending time with my family. We love to travel and experience new things and visiting new places together. Church is very important to us. My oldest son, Chase, is married to Emiry and live in Orlando Fl. My second oldest, Gavin attends the U of Memphis and is majoring in accounting. Zach is a freshman in high school and Ava’s in 4th grade. My wife, Tanya, is a toddler teacher at Lamplighter Montessori School. As a family, we also help out at various local no profit organizations. We have a family dog (Boxer) named Lexy who loves car rides and taking long walks.
Favorite Part of the Job:
Helping people I meet with achieve their dream retirement by generating a renewable steady income stream that will last them for the rest of their lives while eliminating the risk of unnecessary fees, taxes and eliminating probate.
Favorite Quote:
“Strive not to be a success, but rather to be a value.” – Albert Einstein