Sean Burke, Investment Adviser

Sean Burke, Investment Adviser

Vice President and Director of Institutional Money Management, Stuart Estate Planning Wealth Advisors

Sean Burke joined Stuart Estate Planning Wealth Advisors as Vice President and Director of Institutional Money Management from Fidelity Investments, where he was an Investment Consultant and Financial Adviser. Sean holds his master’s degree in financial valuation and investment management.  At Fidelity, Sean worked with clients and families to establish plans and strategies that help achieve clients' financial goals, facilitating conversations about tax-efficient investing, investment strategy with proper risk management, estate planning, principal and income protection and more.  Sean is a scratch golfer who played competitively in college at Lynn University in Boca Raton, Fla.

Phone: 800.807.5558 | Email: sean@stuartplanning.com | Website: www.stuartplanning.com

Investment Strategies for the 4 Stages of the Economic Cycle
A wave washes over Ben Franklin's face on a $100 bill.
Markets

Investment Strategies for the 4 Stages of the Economic Cycle

The U.S. economy is cyclical in nature, surging ahead and pulling back in waves over time. Investors’ portfolios need to change with the rise and the …
September 19, 2021