Robert BurnsRobert Burns, CFP®, ChFC®, CPWA®, AIF®, CLU®Managing DirectorWealth Partner
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About Robert
Robert Burns is a Managing Director, Wealth Partner and Portfolio Manager1 at J.P. Morgan Wealth Management.
As the principal of Burns Wealth Management Group, he works directly with individuals, families and entities to help address the complexities of significant wealth.
With over three decades of experience, Bob strives to be at the forefront of the financial services industry. During the course of his career, Bob has been a financial advisor at several leading firms. He also served as a branch manager, ran a private brokerage operation and was district leader for a New York Stock Exchange member firm. Bob joined J.P. Morgan in 2018 for the opportunity to pair his wealth management capabilities with the scope of an intimate, boutique office and the scale of America's largest bank.
Bob earned a B.I.S. from Ferris State University and an M.S. in Management from The American College. He's a graduate of the Securities Industry Institute program at Wharton. He also attained FINRA Series 7, 8, 24, 63, 65; Life, Health and Variable Annuity licenses. Bob is a Chartered Life Underwriter (CLU®) designee, which is a premier designation for insurance professionals and focuses on in-depth knowledge of insurance and estate planning.
As a dedicated student of wealth management, Bob earned many highly-recognized industry designations, which attest to his comprehensive education and financial services background.
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- Certified Financial Planner® (CFP)
- Chartered Financial Consultant® (ChFC)
- Certified Private Wealth Advisor® (CPWA)
- Accredited Investment Fiduciary® (AIF)
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In an ongoing effort to remain apprised of best practices and the latest technologies, Bob actively attends executive education courses and symposia led by academic and industry thought leaders.
Bob is a long-standing member of the Financial Planning Association and the Palm Beach County Estate Planning Council, serving on its board from 2005-14 and as president from 2012-13. Drawing from experience and education, Bob serves as a knowledgeable, reliable resource for all important planning and wealth management decisions.
He grew up near Chicago and at a very young age began caddying, which led to a lifelong, unrewarding, mostly-humiliating golf obsession. Bob lives in Palm Beach Gardens with Trish, his lifetime (as long as she says) partner.
1The J.P. Morgan Wealth Management Portfolio Manager Program. All Wealth Advisors and Wealth Partners who apply for the Portfolio Manager designation undergo rigorous screening by one of the most experienced due diligence teams in the industry. To remain in the program, Portfolio Managers must continue to meet stringent criteria regarding their organizational structure, investment process and performance.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Chartered Financial Consultant® ("ChFC^®") are registered trademarks owned by The American College of Financial Services.
Investments & Wealth InstituteTM^ (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
The CLU® is the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.
Fi360 Inc. owns and awards the certification marks "AIF^®" and "Accredited Investment Fiduciary®^". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
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