Candice Burton has 13 years’ experience in the investment industry. She joined Birmingham Investment Group from a local boutique wealth management firm where she served most recently as Director of Research and was a member of the Investment Committee. She began her career in the industry at Northwestern Mutual as a financial representative intern where she recognized her passion for working with clients to accomplish their financial goals.
Candice earned her undergraduate and MBA degrees from The University of Alabama, graduating in 2007. She holds the Certified Investment Management Analyst designation (CIMA), which is a financial certification that emphasizes the combination of theory and practical application. The CIMA designation will provide our clients an enhanced level of portfolio and business analysis. Her background in custom portfolio construction and conducting due diligence on mutual funds, discretionary models and third-party managers will complement the well-rounded team at Birmingham Investment Group.
Candice is an active member of Dawson Memorial Baptist Church and enjoys watching her three children participate in baseball, soccer and ballet.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.