• Burke Koonce

    Financial Advisor

Burke’s career as a securities analyst spanned two decades, a background that enables him to bring a practitioner’s perspective to managing his clients’ portfolios. Burke describes himself as a patient optimist who does his homework. Burke always wants those he serves to feel they receive institutional-grade service on an individual basis, and his clients benefit daily from his more than 20 years of experience assisting both individual and institutional clients.

Burke holds a bachelor’s degree in English from the University of North Carolina at Chapel Hill and a master’s degree in business administration from Kenan-Flagler Business School. He began his investment career in 1998 as an associate with Trident Financial Corp before joining Merrill Lynch as an equity research analyst. Burke then went on to serve as a credit analyst with Silverback Asset Management, as a senior analyst with Oak Value Capital Management and as an executive vice president with the North Carolina Bankers Association. He also founded and served as the owner of Helicon Research, which he began in 2010 and maintained through 2017. Burke joined Raymond James in December 2017.

A former newspaper reporter, Burke still loves uncovering great stories, especially in the financial arena. He was an executive producer of the 2017 financial docu-thriller Betting On Zero, which premiered at TriBeCa Film Festival ad is now licensed by Netflix. Burke is the co-founder of Biltmore Films, an independent film production company that specializes in business and financial subjects.

A native of Raleigh, Burke makes his home with his wife, Adora, and their children, Marvin and Adora. He enjoys golf, watching sports and playing guitar in his free time. Burke is an active member of White Memorial Presbyterian Church.

Raymond James is not affiliated with the above organizations and/or charitable causes.