Experience

Brookwood Investment Group, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Executive Director - Investment / Wealth Advisor

  • Jan 2023 - Present

  Nashville Metropolitan Area



Burgesser Wealth Management Inc.

• Principal Owner - Private Wealth Advisor

  • Jun 2012 - Jan 2023

  United States As an Investment/Wealth Advisory firm we work with HNW & UHNW clients in all aspects of their financial lives. Our focus is an extremely CUSTOMIZED approach for each client. Respecting each client's individual needs, wants, legacy creation & philanthropic desires makes us unique. Burgesser Wealth Management's approach is one that does NOT believe in a "one-size-fits-all Model Portfolio". We utilize an extremely high touch personally designed portfolio/plan for each of our clients, as all… Show more As an Investment/Wealth Advisory firm we work with HNW & UHNW clients in all aspects of their financial lives. Our focus is an extremely CUSTOMIZED approach for each client. Respecting each client's individual needs, wants, legacy creation & philanthropic desires makes us unique. Burgesser Wealth Management's approach is one that does NOT believe in a "one-size-fits-all Model Portfolio". We utilize an extremely high touch personally designed portfolio/plan for each of our clients, as all investors are different and unique. Our belief of "Quality over Quantity" working with sophisticated investors who require different & specialized products and processes makes us different. We believe that EVERY investor/client is unique and deserves the highest level of personalization. At Burgesser Wealth Management you will NOT own what every other investor own's, typical from a "Big Box" firm. We pride ourselves on customization in every aspect. NO TWO INVESTORS ARE ALIKE is our motto and making YOU feel like our only client is OUR goal! Show less



Wells Fargo Advisors

• United States
• Financial Services
• 700 & Above Employee

• Senior Vice President Of Investments - Portfolio Manager

  • Dec 2008 - Jun 2012

  Frisco, TX Senior Financial Advisor, working with high net worth individuals and families to help them achieve their financial goals and aspirations. Focus on HNW investors, Retirement planning, Estate Planning and tax efficient wealth and transfer strategies.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Vice President Of Investments

  • Nov 2005 - Dec 2008

  Plano, TX Senior Financial Advisor, working with high net worth individuals and families to help them achieve their financial goals and aspirations. Focus on HNW investors, Retirement planning, Estate Planning and tax efficient wealth and transfer strategies.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Vice President Of Investment

  • Jul 2003 - Nov 2005

  Plano, TX Senior Financial Advisor, working with high net worth individuals and families to help them achieve their financial goals and aspirations. Focus on HNW investors, Retirement planning, Estate Planning and tax efficient wealth and transfer strategies.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Senior Financial Advisor

  • Oct 2000 - Jun 2003

  Phoenix, Arizona, United States Successfully completed and graduated the extremely rigorous PDP training program bringing in over 24 million dollars in AUM in 24 months. Obtained the Certified Financial Manager (CFM) designation, and finished in the top 5% of the Merrill Lynch training program; PDP - Professional Development Program.