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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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Senior Vice President–Investments
Financial Advisor
Since 2002, Thomas Burt has been assisting companies and not for profits with their investments and retirement plans. After receiving his degree in Finance, Marketing, and Multi-National Business from the Florida State University, Tom moved to Fort Myers, Florida to work with Morgan Stanley.
In 2012, Tom moved to UBS to work with the Institutional Consulting Group in Florida. He currently assists the consulting efforts of over 200 UBS Advisors in Florida.
Mr. Burt is a frequent lecturer on investments and the consulting industry. Tom is a past member of the Professional Advisory Committee to The American College and one of the top national fundraisers for the Muscular Dystrophy Association and Gallaudet University, a college for the deaf. He lives in Fort Myers, FL with his wife, Nina, and their daughters Anabella, Siena, and Teagan.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Senior Vice President–Investments
Financial Advisor
Since 2002, Thomas Burt has been assisting companies and not for profits with their investments and retirement plans. After receiving his degree in Finance, Marketing, and Multi-National Business from the Florida State University, Tom moved to Fort Myers, Florida to work with Morgan Stanley.
In 2012, Tom moved to UBS to work with the Institutional Consulting Group in Florida. He currently assists the consulting efforts of over 200 UBS Advisors in Florida.
Mr. Burt is a frequent lecturer on investments and the consulting industry. Tom is a past member of the Professional Advisory Committee to The American College and one of the top national fundraisers for the Muscular Dystrophy Association and Gallaudet University, a college for the deaf. He lives in Fort Myers, FL with his wife, Nina, and their daughters Anabella, Siena, and Teagan.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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