Wealth advice for your life's goals

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

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Kathleen Ruth Burke

Financial Advisor

I have over forty years experience in the financial services industry and my focus is on providing financial solutions that will help our clients pursue their financial goals. I strive to deliver exceptional client service and a consistent, disciplined portfolio review process. My husband and I reside in North Palm Beach, Florida.

CA Insurance Lic#4035659

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IL
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • VA
  • VT
  • WA
525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401
  • (561) 659-9528

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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In invested assets globally 
As of 11/07/2023

51 countries

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