Broker Check
James Burdett

James Burdett

VP of Planning Operations

James Burdett has 9 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. In addition, for over 20 years Mr. Burdett ran a successful printing and imaging firm in the Las Vegas valley. Mr. Burdett is results-oriented and places client goals as his first priority. He holds the Series 7 and Series 66 securities licenses as well as a Life and Variable Annuity 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 clients.

Married for over 30 years, Mr. Burdett and his wife Wanda live in Henderson Nevada. Active in sports and fishing, James also enjoys volunteering with religious organizations and selected local charities.