Top Content Curve
George H. Burdick,
CFP®, CLU®
First Vice President - Wealth Management
Portfolio Manager / Financial Advisor
Portfolio Manager / Financial Advisor
100 Front Street
15th Floor
Worcester, MA 01608
15th Floor
Worcester, MA 01608
tel: 508-751-5602
toll free: 800-451-4027
fax: 508-791-3945
toll free: 800-451-4027
fax: 508-791-3945
Welcome
Associations
- Financial Planning Association of Massachusetts
Member
Waltham, MA - MENSA Society
Member
Boston, MA - Estate and Business Planning Council of Worcester
- Worcester Economic Club
- Military Officers Association of America
past member
Education and Licensing
- B.A., 1980
University of Maine
Orono, ME - Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- CFP - CERTIFIED FINANCIAL PLANNER™
- CDFA™ - Certified Divorce Financial Analyst™
- CLU - Chartered Life Underwriter
- CIMA - Certified Investment Management AnalystSM
Honors and Recognitions
- Meritorious Service Award for Pro Bono Work
The Financial Planning Association - Army Training and Doctrine Command (TRADOC)
Martial Arts Demonstration Team
Member - 1st Degree Black Belt Tae Kwon Do
1st Degree Black Belt Shotokan Karate
Brown Belt Hapkido
orange belt/black stripe Judo - Army Commendation Medal
Good Conduct Medal
Achievement Medal
Parachutist Badge
Services
- 529 Plans
- Alternative Investments
- Asset Management
- Estate Planning
- Financial Planning
- Lending Services
- Long Term Care Insurance
- Municipal Bonds
- Philanthropic Services
- Qualified Plans
- Retirement Planning
- Wealth Management
- Professional Portfolio Management
- Corporate Retirement Plans
- 401k Rollovers
- Defined Contribution Plans
- Insurance Services
Business Experience
- 2006 - Present: Morgan Stanley Smith Barney*
First Vice President - Wealth Management
Portfolio Manager / Financial Advisor
Worcester, MA - 1998 - 2006: Morgan Stanley
First Vice President - Wealth Advisor
Westborough, MA - 1992 - 1998: Merrill Lynch
Senior Financial Consultant
Wellesley, MA - 1985-1988: Dean Witter
Account Executive
Alexandria, VA - 1983-1985:3rd US Infantry , The Old Guard , Presidential Ceremonial Unit , Platoon Leader / Executive Officer / Assistant Adjutant Fort Myers, VA
- 1981-1983: Enlisted Military Journalist, Ft. Benjamin Harrison, IN, recommended for Officer Candidate School graduated from OCS in 1982
- 1988-1991: Army National Guard, Captain, Public Affairs Officer U.S. Forces Caribbean, Infantry Officer Advanced Course
- 1992-1994: U.S. Army Reserve, Infantry Company Commander, Saco, ME
Bulletin Board
- For a FREE Retirement Planning Analysis, complete the Retirement Questionnaire available in Financial Planning and return it to my attention.
- Is your cash working hard enough? Our federally insured CD program can offer you competitive rates. Talk to us for details.
- As a business owner who is responsible for the Company's 401(k) plan, are you concerned about the 401(k) plan's performance and whether or not there is a better way? We work with business owners to create and implement custom pension plans.
George H. Burdick is licensed in the following state(s): AZ, CA, CT, FL, MA, ME, NC, NH, NY, RI, VA, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
Women & Co. is a membership service that provides financial education and related resources intended for informational purposes only. No feature of the membership shall constitute an offer or solicitation with respect to the purchase or sale of any security. Citigroup entities and Morgan Stanley Smith Barney LLC pay an annual fee to Women & Co. for expenses relating to the delivery of membership services to clients. A member is not required to be a customer of a Citigroup affiliate or Morgan Stanley Smith Barney LLC to enroll. Women and Company, Women & Co., and Citi are registered service marks of Citigroup Inc.
FEATURED REPORTS
On the Markets (pdf)
Why Plan for Long Term Care? (pdf)
2009 Quick Reference Sheet (pdf)
Bottom Content Curve