A plan for today, tomorrow and generations to come

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Keith Burke

Managing Director–Wealth Management

Keith Burke brings 30 years of Wealth Management experience - currently overseeing over $300 million of client assets. Before UBS, Keith served as a financial advisor at Piper, Jaffray & Hopwood.

Keith employs a comprehensive approach to high level wealth planning for both corporate and personal financial goals. He has significant experience in assisting clients implement retirement funds and long-term investing strategies. Additionally, Keith has a deep understanding of corporate plans ranging from Stock Options to Rule 144 Restricted Stock to Pre-IPO Planning. 

As a member of the UBS President's Council, he is recognized as one of the leading Financial Advisors in the industry.

He is a graduate of Carleton College in Northfield, MN where he receive a degree in Economics with a concentration of Science, Technology & Public Policy.

Outside of advising clients, Keith enjoys skiing out west, playing and coaching lacrosse, and spending time with his daughter and dog.

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

Education

  • BA in Economics; concentration in Science, Technology & Public Policy, Carleton College
681 East Lake Street
Wayzata, MN 55391
  • (952) 475-9446

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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