Alan Burns

Royce Alan Burns,

CFP® , ChFC® , CLU® Vice President, Investments

Royce Alan Burns, CFP®, has been serving the financial needs of individuals and families for more than 30 years. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable solutions for every element of the wealth management equation.

As your financial advisor, Alan takes a comprehensive approach to addressing your financial needs. After getting to know you and to fully understand your investment objectives and your tolerance for risk, Alan works closely with you to develop a customized financial plan designed to meet your long-term financial objectives.

Raymond James’ extensive resources include specialists in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Alan works diligently to help you develop both your personal financial plan and a detailed investment strategy. Alan’s planning-based approach is designed to help you meet current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and reach your long-term financial goals.

Originally from Dublin, Georgia, Alan graduated from Armstrong State University in Savannah with a bachelor’s degree in science. He earned the professional designation of CERTIFIED FINANCIAL PLANNER™ from the CFP Board of Standards. Prior to joining Raymond James in 2020, Alan worked for Wells Fargo Advisors for 15 years. Away from the office, he enjoys teaching Sunday school and working in the yard.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.