George joined the Burns Estate Planning & Wealth Advisors family in 2023 as a financial advisor. George has used his background to help bridge the gap of understanding the financial realm with his clients. His passion for helping people has directly translated into a successful advisory career, where the objective is to help clients achieve their financial goals. With his vast advisory background that he has, it mirrors our current service models, and he holds a high level of focus on client needs.
George has over a decade of experience in the financial services industry and is registered with the SEC as an Investment Adviser Representative. He also possesses the Series 66 Securities Registration and is a FL Life/Health Insurance Agent.
George recently relocated to FL to expand our FL presence. In his spare time, he enjoys spending time with his 3 dogs, finding the best local cuisine, and watching sports. George graduated with his degree from Lycoming College.
Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., Suite #150, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).
Hammond, LA 1607 SW Railroad Ave
Locations Served
Hammond, LA, 70403