Stephen Burt, Cfp®
About Stephen Burt, Cfp®
Stephen Burt, CFP®, serves as the Senior Vice President of Wealth Management and Financial Advisor at UBS Financial Services, Inc., where he has worked for over 15 years. He holds a Juris Doctor degree from the University of Nebraska and is registered to provide financial advisory services in 23 states across the U.S.
Work at UBS
Stephen Burt has been employed at UBS Financial Services, Inc. since 2008, accumulating over 15 years of experience in the financial services industry. He currently holds the position of Senior Vice President in Wealth Management and serves as a Financial Advisor. His role involves providing comprehensive financial advisory services to clients, leveraging his extensive knowledge and experience in the field.
Education and Expertise
Stephen Burt studied at the University of Nebraska, where he earned a Juris Doctor (JD) degree in Law from 1991 to 1993. His educational background, combined with his Certified Financial Planner (CFP®) designation, underscores his expertise in financial planning and advisory services. The CFP® designation indicates a commitment to high standards in financial planning and a deep understanding of various financial concepts.
Background
Stephen Burt is registered to provide financial advisory services in 23 states across the United States, including key markets such as Arizona, California, and Texas. His extensive registration allows him to serve a diverse client base and address a wide range of financial needs. He operates from his office located at 5800 Hidcote Drive, Suite 200, Lincoln, NE 68516.
Achievements
Stephen Burt has maintained a long-standing career at UBS Financial Services, demonstrating his commitment to the wealth management sector. His role as Senior Vice President and Financial Advisor reflects his proficiency in managing client relationships and delivering tailored financial solutions. His CFP® designation further emphasizes his dedication to professional development and adherence to industry standards.