"Our mission is to bring clients personalized service and customized solutions by leveraging the global resources of J.P. Morgan."
Wealth Partners
Team Burns Troop

Wealth Partners
Team Burns Troop

"Our mission is to bring clients personalized service and customized solutions by leveraging the global resources of J.P. Morgan."

Awards and Industry Recognition


Top Next-Gen Wealth Advisors
Top Next-Gen Wealth Advisors Best-in-State
Top Wealth Advisors Best-In-State
2023 • 2022 • 2021
About Team Burns Troop

Personalized service. Customized strategies. Institutional approach.

Team Burns Troop brings more than 40 years of investment and market experience, serving some of the most sophisticated financial professionals in the world—RIAs, hedge funds, endowments, foundations, pensions, corporations and family offices.

We deliver high-touch execution services coupled with the intellectual capital of J.P. Morgan through a single point of access and a two-pronged approach, offering attention to both institutions and individuals.
By functioning as your dedicated team within a vast enterprise, we impart white-glove service, access to global markets, advanced trading capabilities, tactical hedging, corporate cash management and credit services directly to you.
As a natural extension of our team's steadfast brand and reputation, we leverage our institutional-caliber advice in managing the private wealth needs of clients who benefit from these same synergies, sophisticated skill sets, intellectual capital and market knowledge.
This differentiated guidance is not commonly available to individuals and families but can be enormously beneficial in helping to meet their complex goals. Among these services are:
>> Asset management
>> Credit
>> Personal banking
>> Insurance
>> Wealth planning
>> Capital advisory services

Meet Our Team



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