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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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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