Jim Burgess has expanded his client base throughout Missouri and in multiple other states, from California and Florida to New York.
SAINT LOUIS, MO, February 24, 2022 /24-7PressRelease/ -- Jim Burgess has been inducted into Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Mr. Burgess joined Purk & Associates PC as a Wealth Management Assistant in 2009. Progressing in his role, he became a financial advisor in 2014 and was named as the Director of Wealth Management in 2021. Mr. Burgess' long and successful tenure with the organization has been studded with personal highlights, giving him the motivation to continue serving clients in all their financial needs.
Working closely with individuals to help them devise comprehensive investment plans and portfolios that meet their financial goals, Mr. Burgess notably specializes in all areas of Wealth Management, as well as employee benefits plans, retirement planning and risk management. Working with a range of clients, from real estate investors and developers to entrepreneurs, small family-owned business owners and self-employed individuals, he has garnered a great deal of enjoyment from assisting his patrons in attaining success. During his 13-year tenure with Purk & Associates, Mr. Burgess has expanded his client base throughout Missouri and in multiple other states, from California and Florida to New York.
A full-service accounting firm founded by Bill and Jennah Purk, Purk & Associates PC offers consulting services to individuals, closely held businesses, and tax-exempt organizations, in all areas of tax, accounting, employee benefits planning, risk management, assurance and business consulting across multiple sectors. While the firm is based in Saint Louis, services are provided throughout the Midwest and nationwide. Looking toward the future, Mr. Burgess hopes to continue growing his clientele. He also aims to add several additional staff members to the financial advisory division to better serve his customers.
A veteran of over 20 years, Mr. Burgess serves in the rank of a Master Sergeant in the 35th Engineer Brigade, an Engineer Brigade of the U.S. Army National Guard of Missouri that is based at Fort Leonard Wood. Committed to serving others, he has provided his expertise to the Tax Assistance Program between 2016 and 2018.
Mr. Burgess attended Washington University in Saint Louis, where he received a Bachelor of Science. He is a Certified Financial Planner®, registered representative of Cetera Financial Specialists LLC, and an Investment Advisor Representative of Cetera Financial Advisers LLC. He also successfully completed the Financial Industry Regulatory Authority Series 7 and 66 license exams and is licensed to sell life, disability, and long-term care insurance in the state of Missouri. Recognizing his achievements, Mr. Burgess received an award from the Small Business Monthly naming him a 'Valued Veteran' in October 2021.
About Marquis Who's Who®
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Today, Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. Marquis® now publishes many Who's Who titles, including Who's Who in America®, Who's Who in the World®, Who's Who in American Law®, Who's Who in Medicine and Healthcare®, Who's Who in Science and Engineering®, and Who's Who in Asia®. Marquis® publications may be visited at the official Marquis Who's Who® website at www.marquiswhoswho.com.
# # #