Kevin Burke

Kevin Burke, CFP®, CEPA
Senior Vice President Wealth Strategist

10500 Little Patuxent Parkway

Suite 450,

Columbia, MD 21044

Kevin.burke@truist.com

Phone 410-910-9453

Get directions

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About me

Background

Kevin Burke is an Wealth Strategist with Truist Wealth.  He offers clients more than 10 years of investment, business, financial and estate planning services. In his current role, Kevin works with business owners, corporate executives and multi-generational families to develop integrated wealth strategies. Prior to Truist, Kevin worked at Bank of America’s Private Bank and in law practice specializing in estate, tax* and business planning. Prior to private law practice, Kevin served as an Air Force officer with assignments in Asia and the Middle-East.

*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

Education

International Relations
St. Joseph’s University in Philadelphia 2001
Law
Rutgers University 2004

Specialties

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

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

  • Top-notch service delivery and support for the private banking needs of business-owners

  • 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

Locations

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