Burr Henderson

Burr Henderson, CFP®, AEP®
Senior Managing Director Financial Advisor Truist Investment Services, Inc.

150 W Main Street, 14th Floor

Suite 1400,

Norfolk, VA 23510

burr.henderson@truist.com

Phone 757-624-5696

Fax 757-616-0717

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About me

Background

Burr Henderson is a Senior Managing Director and Financial Advisor with Truist Investment Services, Inc.  With over 25 years of advising clients, Burr brings a wealth of knowledge about Advanced Estate Planning, Business Succession Planning and Investment Planning to our clients. Burr is a Certified Financial Planner Professional and most recently was awarded the Accredited Estate Planner designation by the National Association of Estate Planners.

He provides extensive experience in advanced financial and investment planning for high-net-worth families, senior executives, and business owners. 
Burr began his career as a mortgage loan officer in Virginia Beach, after which he joined UBS as a Financial Advisor. In 2002 Burr joined SunTrust's Private Wealth Management group where he has built one of Truist’s top teams.

A Virginia native, Burr is a graduate of both Virginia Tech's Pamplin School of Business and Old Dominion University's Center for Global Business and Executive Education's Professional Financial Planner program. 

In 2023 the Hampton Roads Estate Planning Council awarded Burr the Accredited Estate Planner® (AEP®) designation in recognition of his experience and extensive knowledge of estate planning. The Accredited Estate Planner program is the only graduate level, multi-disciplinary credential in estate planning.

Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Personal Interests

Burr serves as a board member of the Elizabeth River Project, Norfolk Collegiate School, and the Hampton Roads Estate Planning Council.  Burr has also previously served on the Vestry of St. John's Episcopal Church, mentored aspiring professionals through the Old Dominion Executive Mentor Program, and served as a board member of the Virginia Aquarium. Outside of his professional and community commitments Burr enjoys spending quality time with his wife, Jennifer, and their sons Cooper and Brooks. He loves traveling, boating, and exploring new experiences with his family.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Strategic, long-term planning solutions to drive growth, manage wealth, and provide an orderly transition of management and ownership

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