Richard Burtt, Wealth Advisor

Richard began his career providing financial advice to his clients in 2004.  A graduate of Millsaps College in Jackson, MS, Richard is one of the firm’s Wealth Advisors and has earned FINRA securities registrations Series 7 and 65.  Richie is a longtime member of First United Methodist Church where his father and grandmother attended and also of the Catholic High Men’s Club, where he graduated high school. He is a member of the Sons of the American Revolution and enjoys working on genealogy. Richard works with his clients one on one focusing personal financial planning for retirement, investments, protection planning, retirement income strategies, education funding and tax management strategies. Richard and his lovely fiancée, Heidi, live in the Baton Rouge area with their dog and 3 cats.