Keegan Burwell
Financial Advisor, Senior Associate at Vanguard
- Role
- Financial Advisor, Senior Associate at Vanguard
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Keegan Burwell
Financial Advisor at Vanguard
Experience
Financial Advisor, Senior Associate
Jul 2025 — Present
Built and maintained client relationships by delivering personalized financial advice and developed wealth strategies aligned to help clients achieve financial goals.• Advised on a variety of financial planning domains including financial basics, investment, retirement, estate, tax, insurance, education, and charitable financial planning. • Analyzed client risk tolerance and advised on savings, spending, and investment strategies to optimize financial outcomes. • Demonstrated adaptability and initiative by managing multiple priorities in a fast-paced environment and contributing to special projects.
Education
Liberty University
Bachelor of Business Administration - BBA, Marketing and Finance
2018
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.