Joe Burns, CFP®, CIMA®, CAIA

Managing Director Senior Investment Manager Truist Bank

Joe Burns is an Investment Manager with Truist Wealth. He offers clients more than 25 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit, and estate strategies. Joe has earned the professional designations of Certified Financial Planner, CFP®, Certified Investment Management Analyst, CIMA®, and the Chartered Alternative Investment Analyst, CAIA. He is a native of Camden, New Jersey and is a graduate of Florida Atlantic University. 

Joe holds himself accountable to recommend strategies with your needs and goals in mind. These strategies are supported not only by deep expertise from a team of specialists, but also highly attentive service and coordination of resources. Joe takes the time to talk to you, get to know you and gain an understanding of the critical aspects of your financial life so that he can assess the interaction of multiple objectives and the far reaching implication they can have on each other.