Brent R Burke, CFP®, CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor

My Team

Team photo 2018

Left to right:  Amy Gist, Brent Burke (center), Bryan Dixon (back), Elizabeth Julian

As a Financial Advisor for Northwestern Mutual, Brent Burke is committed to helping his clients whether they are concerned for their own financial needs or those of their family or business. Brent honors your trust with the help of his expert support staff. Together, we make a strong commitment to customer service and we stand committed to providing the best customer experience possible. If you have a problem or need assistance at any time, please let us know.

         

 
Bryan Dixon

Bryan Dixon

Office 770-246-8350

Biography:

Born in Marietta, Georgia and raised in Dublin, Georgia. Bryan attended Kennesaw State university, where he earned his BA in Finance. During his time at Kennesaw State, Bryan participated as a Senior Analyst in Kennesaw State’s award-winning Student Managed Investment Fund (SMIF) and held various leadership roles in the College Libertarians of Kennesaw State (CLOKSU) and Young Americans for Liberty (YAL). In his free time, Bryan enjoys losing to his 7 yr old nephew at FIFA on Playstation 4.

Bryan's hobbies include exercising at the gym, Atlanta sports teams, and is a self delclared semi professional amateur chef who wants to beat Bobby Flay.

Qualifications:

As an Associate Wealth Management Advisor, Bryan holds the following licenses and certifications, making him fully licensed to handle both the insurance and investment needs of our clients:

  • Georgia Life, Health, Accident and Sickness insurance license

  • Georgia Variable Products license

  • Georgia Long Term Care Certification

  • Series 7 General Securities certification

  • Series 66 Uniform Combined State Law certification

How can Bryan help you?

Qualified to handle all of our client needs, Bryan serves as the primary point-of-contact for our clients. He has extensive experience with customer relations and strives to provide the highest level of service to all of our clients.

  • Guide you through the process of establishing and funding investment accounts

  • Efficiently process trade and asset movement requests

  • Assist with charitable contributions, year-end gifting, or IRA contributions

  • Aid in 401(k) and retirement account rollovers and consolidation

  • Help to modify investment account contributions or distributions

  • Respond to issues with online account access

  • Guide you through the process of obtaining insurance coverage

  • Provide answers and guidance on medical screenings and other application requirements

  • Efficiently process insurance servicing requests, such as:

    • Changing beneficiaries or owners of policies

    • Updating bank accounts or addresses on file

    • Issuing or repaying policy loans

  • Answer questions concerning your investment accounts or insurance policies

  • Process alterations to your planning goals

  • Provide tax basis and year-end tax reporting information

 
Caroline M Miller

Caroline M Miller

Office 770-246-8351
 
Elizabeth B Julian

Elizabeth B Julian

Office 678-756-8822

A Georgia native, Elizabeth attended Furman University in South Carolina before settling back into the Atlanta area.  She and her husband, Mark, have three sons--John, Adam, and David--and a dog named Fenway.

She enjoys tennis and exercise, cooking and entertaining, volunteering in her community, school and her church.

Elizabeth has been a member of Brent Burke's team since 2009.  As our scheduling assistant, Elizabeth enjoys interfacing with our clients, and is always eager to ensure that our team accommodates and communicates well with those we serve. 

How can Elizabeth help you?

  • Elizabeth can help you by scheduling and confirming your appointments with Brent
  • Elizabeth enables the team to function smoothly and efficiently
 
Amy Marie Gist

Amy Marie Gist

Office 770-246-8350
 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck