Travis Burke

Managing Director @Axcelus Financial

Atlanta, GA, US
EMAILS
t•••••@axcelus.com
MOBILE NUMBERS
+14•••••••89

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WORK HISTORY

Jan 2019 — Present

Managing Director @Axcelus Financial

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SKILLS

High Net Worth IndividualsWealth Management ServicesSeries 63Wealth TransferEmployee BenefitsFinancial PlanningGift PlanningLeadershipInternational Financial InstitutionsSalesAsset ProtectionEtfsWealth Preservation PlanningSales ManagementFinancial AnalysisDefined BenefitExpatriate TaxExpatriate ManagementWealth AccumulationCustomer ServiceLife & Health Insurance LicensesAsset ManagementErisaTrainingStrategic Financial PlanningQualified Retirement PlansEquitiesWealth ManagementManagementBankingGlobal CitizenshipEstate Tax PlanningForeign NationalsHigh Net Worth InsuranceRisk ManagementLife InsuranceVariable AnnuitiesBuy-Sell AgreementsAsset AllocationInsurance

ABOUT TRAVIS BURKE

Travis Burke has been collaborating with advisors of ultra-high net worth domestic and…

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