Bill specializes in providing investment advisory services to corporate executives, entrepreneurs and high-net-worth individuals. With over 30 years as a financial services professional, he has considerable expertise in financial planning and investment management. Prior to starting his own practice in 1997, Bill served as a mutual fund industry executive for more than 10 years.
He holds the professional designations of Certified Financial Planner™ practitioner, Chartered Financial Consultant® and Chartered Life Underwriter®. Bill earned a bachelor’s degree in business administration from Bucknell University.
Prior to affiliating with Raymond James in 2005, Bill spent eight years as an investment representative with Edward Jones, and 10 years as a vice president for Van Kampen American Capital mutual funds.
He is a current board member and past president of The Bond Club of New Jersey, a past president and Paul Harris Fellow of the Rotary Club of the Mendhams, past president of the Mendham Golf & Tennis Club and current board member of the Oratory Prep School in Summit. He is also capital campaign committee co-chair for the Schiff Natural Lands Trust campaign to support community-based conservation.
Born and raised in Summit, New Jersey, Bill now lives in Mendham with his wife, Laurie. In his free time, he enjoys golf, tennis, platform tennis, music, photography and spending time at home with Laurie and their two cats. In 2010, the Burkes hosted Rotary exchange student, Joan Pages, visiting from Barcelona. Joan has become the son they never had. He now has an engineering degree and works for Mettler Toledo in Zurich. Joan is a frequent visitor to the USA.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.