Rick Burns
Wealth Advisor
Rick Burns is a wealth advisor for Mariner Wealth Advisors, located in Cumberland, Maryland. He has more than 10 years of experience in the financial industry.
Prior to joining Mariner Wealth Advisors, Rick served in various capacities for CBIZ Wealth Advisors. His responsibilities included developing personal financial plans for clients, including education, insurance, retirement and estate planning. He also worked with retirement plan sponsors to determine investment suitability, create portfolio modeling, conduct fiduciary analysis, and develop, implement and monitor investment policy statements. As part of a continued review and monitoring program, Rick implemented and oversaw the fiduciary reporting aspects of retirement plans across multiple vendor platforms through a centralized reporting system for clients in the Mid-Atlantic region.
Rick has a bachelor’s degree in economics from Frostburg State University and a master’s degree in economics from Miami University. He is registered with the Securities and Exchange Commission, has passed the Series 7 and 65 exams and is an Accredited Investment Fiduciary Analyst (AIFATM).