Brad Burr
Wealth Advisor, CFP®
- Role
- Wealth Advisor at Ashton Thomas Private Wealth
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Brad Burr
Investment Advisory services provided by Ashton Thomas Private Wealth, LLC, an SEC…
Experience
Wealth Advisor
Dec 2019 — Present · US
Brad Burr joined Ashton Thomas in 2020 as a Wealth Advisor focusing on retirement plans for business, or 401(k) plans. Prior to joining Ashton Thomas, he led the 401(k) effort at Arizona-based Lovitt & Touché.In 1985, Brad left the brokerage world to join The Acacia Group in Phoenix where he met current Ashton Thomas advisor and friend, Jay Penney. After serving as the registered securities principal for Acacia’s Phoenix office for 16 years, he stepped into the wholesale world for a time, working as an external annuity wholesaler and then internally with an insurance marketing organization (IMO). In 2008, he joined Lovitt & Touché to focus on the retirement plan space for the firm.“Whether it’s an individual client or a business client, you have to uncover their need and find a solution,” says Brad of his seasoned perspective on the advisory profession.To better serve his clients through the years, Brad obtained his Certified Financial Planner® (CFP®) Professional designation in 1989. He was also past president of the Phoenix chapter of the National Association of Insurance Financial Advisors (NAIFA), a leading insurance professional industry association.
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