The Burke/Cox Group, based in Lake Mary, has built its reputation on helping clients grow and preserve their hard-earned money.
The wealth management team was originally founded in 1986 by patriarch Ken Burke. He then formed The Burke/Cox Group with 32-year Merrill Lynch veteran Brian Cox in 2000. The staff prides itself on working side-by-side with clients in order to help them implement investment strategies that are unique to their individual needs.
“Clients come first,” says Garrett Burke, 30, one-third of the Burke clan of financial advisors (which includes his brother Brendan). “We try to be proactive in anticipating the needs and concerns our clients may have.”
Following a comprehensive review of a client’s assets and liabilities, Burke/Cox advisors help clients create an investment strategy based on agreed-upon goals – then help clients stick to the plan.
“Our goal is to build personal relationships and help our clients stay on track with their investment goals,” Brendan says.
The Burke/Cox Group advisors work hard to forge these close bonds in order to design customized wealth management strategies as a client’s life and goals change.
With access to the investing insights of Merrill Lynch and the banking convenience of Bank of America, The Burke/Cox Group can offer clients a broad range of opportunities. They can address clients’ investing needs and can offer access to Bank of America for clients’ banking needs, such as mortgage or car loans.
In all, The Burke/Cox Group comprises eight service professionals – four advisors, and four support staff. The team is a tight-bonded, client-centric machine, blessed with longevity. The team recently moved into brand-new headquarters on International Parkway.
The Burke/Cox Group can work with clients’ tax professionals to help design tax-minimization strategies including retirement and education-planning strategies. They believe having a client excited about their investment is the ultimate reward for an advisor.
The Seven Priorities
Investment strategies should be based on the basic priorities of life, says Garrett, and Merrill Lynch has broken them down into seven categories: finances, home, health, family, leisure, giving, and work.
The advisors believe these seven priorities are instrumental in forming a client-advisor relationship since the traditional path to investing is, at times, too caught up with returns instead of a client’s changing priorities. A Burke/Cox advisor will review what is most important to you, the client, as part of getting to know you as a person, not just an investor.
From there, they can help you develop a personalized strategy to put in place that can be tracked and adapted to life’s unknowns. Emergency funds, for example, can be a life-saver when an unexpected illness strikes a family.
Because The Burke/Cox Group’s roots run so deep in the area – five Burke family members have attended Lake Mary High School since 1999 – Garrett says the majority of the group’s client base is local, representing a wide array of individuals.
“Our team is ready to serve,” Garrett says.
1 A Senior Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. A Senior Portfolio Manager may make their strategies available to clients working with other Merrill Lynch Advisors.
2 A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies.
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