First licensed in 1987, James Burdett has years of experience in the banking and investment industry. His Wealth Management career began at Wells Fargo Advisors, where he gained experience meeting with clients and putting their financial plans in motion. Mr. Burdett earned a Bachelor of Science in Business Administration with an emphasis in Finance at Wichita State University.
Mr. Burdett is results oriented and places client goals as his first priority. At Select Wealth Advisers, we employ a comprehensive, holistic, and client focused approach to financial planning. Such discipline ensures that recommended programs encompass each client’s goals, time frames and risk tolerance.
Mr. Burdett holds the Series 7 and Series 66 securities licenses as well as a Life Insurance License. James acknowledges that each client relationship is a personalized experience. His background in Finance and Business enables him to make strong financial recommendations to his clients.
Married for over 30 years, Jim and his wife Wanda live in Henderson Nevada. Active in sports and fishing, James also enjoys volunteering with religious organizations, alumni associations, and selected local charities.