Vincent Burke

Biography

Vincent (Vince) finds that he gets to do what he loves when he helps others to do what they love. This philosophy lends to his client-centric approach to business, as he places equal value on getting to know his clients’ financial goals as well as their personal goals. Vince takes the time to understand where his clients focus their personal time, and if his clients are already retired, delves deeper into their goals to aid them in the next chapter of their life. By fostering unique relationships with his clients, Vince is able to help his clients create an investment portfolio that will allow them to travel where they want, spend time with their family and friends and, overall, do what makes them happy.

Vince graduated from the University of California Los Angeles (UCLA) with a Bachelor of Arts in 1975, and began his career in the finance industry shortly thereafter. He spent time with Morgan Stanley, CitiGroup and Wells Fargo prior to joining Wedbush Securities in 2016. His understanding of the industry as a whole allows him to utilize various tactics and products as applicable, giving him the flexibility to meet his clients wherever they are.

Originally from Brooklyn, New York, Vince moved to Pinehurst, North Carolina at the end of September 2022, and plans to be involved in this new community going forward. He has two adult children, Montana and Amanda, and enjoys watching them thrive in their own careers. Additionally, Vince has been a coach for various youth sports for over 20 years, and actively enjoys golf and swimming.

SPECIALIZATIONS

• Alternative Investments
• Asset Management
• Financial Planning
• Mutual Funds
• Retirement Planning
• Stocks and Bonds
• Wealth Management

Credentials

• Holds his Series 7, 31, and 66 licenses
• B.A. in History at University of California, Los Angeles

Mission Statement