Burt Wealth Advisors Employee Directory

Investment ManagementMaryland, United States2-10 Employees

For more than 25 years, Burt Wealth Advisors has served as a trusted partner of high net worth individuals and families wishing to protect and grow their assets. We pride ourselves on our individualized approach to asset management as well as our commitment to putting our clients’ interests first and foremost. We take an objective and proactive approach, bringing proven expertise to bear on every aspect of a client’s wealth from accumulation and growth through preservation and distribution.  Since our founding in 1985, the firm has been managing money for individuals, families, trusts, and corporations. We currently manage over $500 million in assets. We hope to use Linkedin as an opportunity to provide timely and informative content regarding investment management and financial planning.

Find Burt Wealth Advisors employees' phone numbers or email addresses

Burt Wealth Advisors Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Burt Wealth Advisors's Leadership

  • Stylized image of a person
    F. C.
    President & Ceo
    Phone icon
  • Stylized image of a person
    M. C.
    Executive Vice President, Financial Advisor, Investment Committee Member
    Phone icon
  • Stylized image of a person
    T. G.
    Vice President, Financial Advisor, Investment Committee Member
    Phone icon
  • Stylized image of a person
    B. V.
    Vice President
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  • Stylized image of a person
    B. D.
    Operations Manager
    Phone icon
  • Stylized image of a person
    G. J.
    Administrative Assistant
    Phone icon
  • Stylized image of a person
    M. S.
    Assistant Planner
    Phone icon
  • Stylized image of a person
    D. T.
    Vice President, Financial Advisor And Investment Committee Member
    Phone icon

Burt Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Information Technology
  • Accounting
  • Other

Contact profiles from Burt Wealth Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    F. C.
    President & Ceo
    Phone icon
    United StatesMaryland
    Jan 14, 2026
  • Stylized image of a person
    M. C.
    Executive Vice President, Financial Advisor, Investment Committee Member
    Phone icon
    May 01, 2025
  • Stylized image of a person
    T. G.
    Vice President, Financial Advisor, Investment Committee Member
    Phone icon
    United StatesMaryland
    Jun 25, 2025
  • Stylized image of a person
    B. V.
    Vice President
    Phone icon
    United StatesMaryland
    May 01, 2025
  • Stylized image of a person
    B. D.
    Operations Manager
    Phone icon
    United StatesMaryland
    Nov 12, 2024
  • Stylized image of a person
    G. J.
    Administrative Assistant
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    M. S.
    Assistant Planner
    Phone icon
    UNITED STATES
    Oct 21, 2024
  • Stylized image of a person
    D. T.
    Vice President, Financial Advisor And Investment Committee Member
    Phone icon
    United StatesMaryland
    Nov 11, 2025

Frequently Asked Questions

What is Burt Wealth Advisors known for?

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Burt Wealth Advisors was founded in 1985 operates in the Investment Management industry. The company's main headquarters is located in 6010 Executive Boulevard Rockville, Maryland 20852 United States; you can contact the main corporate office by phone at . Explore Burt Wealth Advisors's company overview page for more information.

What is Burt Wealth Advisors's most common email format?

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Burt Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Burt Wealth Advisors email formats with LeadIQ.

How many employees does Burt Wealth Advisors have currently?

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Burt Wealth Advisors has approximately 5 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are Burt Wealth Advisors's key employees and leadership?

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As of January 2026, Burt Wealth Advisors's key employees include:

  • President & Ceo: F. C.
  • Executive Vice President, Financial Advisor, Investment Committee Member: M. C.
  • Vice President, Financial Advisor, Investment Committee Member: T. G.
  • Vice President: B. V.
  • Operations Manager: B. D.

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