Kevin B. Burnett
Senior Financial Advisor
Vice President - Investments
Phone: 727.538.8126
Email: Kevin.B.Burnett@wellsfargo.com
My Experience
Kevin Burnett is a Senior Financial Advisor with Wells Fargo Advisors in Clearwater, Florida. Kevin has spent 30 years as a financial advisor, providing objective and timely financial guidance – with the highest level of professional service – in creating and preserving wealth for clients. Kevin started his career with Prudential Securities in 1994. He attributes this experience as the foundation of careful approach to investment planning & wealth management. After being a successful advisor with Prudential, Kevin became an internal wholesaler with American Skandia, and was promoted to an external wholesaler position with TransAmerica & Jackson National, serving the New Jersey, New York (Manhattan, Upstate and Western) and Connecticut territories. As a wholesaler, Kevin consulted with Financial Advisors and trained their teams on building a successful practice and educated them in the details of the varied financial products offered by those financial institutions. In 2006, Kevin moved his family to St Petersburg, Florida, working for BB&T and then SunTrust Securities (now collectively known as Truist Bank). In 2017, Kevin moved his practice to Wells Fargo Advisors, working at the Sunset Point Branch in Clearwater, Florida. Kevin holds a bachelor’s degree in marketing and business from the University of Connecticut, Storrs. Outside of the office, Kevin is active in the local community and participates in many civic and community organizations, including Big Brothers/Big Sisters of Tampa Bay. He has mentored children and recruited many others to mentor children who are struggling. For recreation, Kevin is an avid tennis player travelling on multiple tennis teams throughout the St. Petersburg area. He resides in St. Petersburg with his Daughters Campbell, and Payton
Planning for retirement
Whether you’re seeking tax-deferred growth for your personal investment portfolio or an attractive employee - benefit plan for your business, I can help you navigate an array of complex choices. I offer assistance with retirement plans, including IRAs and IRA rollovers, Roth IRAs and conversions, Simplified Employee Pension (SEP) plans and Keogh plans, SIMPLE plans for small businesses, and 401(k), pension, and profit-sharing plans.
Kevin Burnett is a Senior Financial Advisor with Wells Fargo Advisors in Clearwater, Florida. Kevin has spent 30 years as a financial advisor, providing objective and timely financial guidance – with the highest level of professional service – in creating and preserving wealth for clients. Kevin started his career with Prudential Securities in 1994. He attributes this experience as the foundation of careful approach to investment planning & wealth management. After being a successful advisor with Prudential, Kevin became an internal wholesaler with American Skandia, and was promoted to an external wholesaler position with TransAmerica & Jackson National, serving the New Jersey, New York (Manhattan, Upstate and Western) and Connecticut territories. As a wholesaler, Kevin consulted with Financial Advisors and trained their teams on building a successful practice and educated them in the details of the varied financial products offered by those financial institutions. In 2006, Kevin moved his family to St Petersburg, Florida, working for BB&T and then SunTrust Securities (now collectively known as Truist Bank). In 2017, Kevin moved his practice to Wells Fargo Advisors, working at the Sunset Point Branch in Clearwater, Florida. Kevin holds a bachelor’s degree in marketing and business from the University of Connecticut, Storrs. Outside of the office, Kevin is active in the local community and participates in many civic and community organizations, including Big Brothers/Big Sisters of Tampa Bay. He has mentored children and recruited many others to mentor children who are struggling. For recreation, Kevin is an avid tennis player travelling on multiple tennis teams throughout the St. Petersburg area. He resides in St. Petersburg with his Daughters Campbell, and Payton
Planning for retirement
Whether you’re seeking tax-deferred growth for your personal investment portfolio or an attractive employee - benefit plan for your business, I can help you navigate an array of complex choices. I offer assistance with retirement plans, including IRAs and IRA rollovers, Roth IRAs and conversions, Simplified Employee Pension (SEP) plans and Keogh plans, SIMPLE plans for small businesses, and 401(k), pension, and profit-sharing plans.
Amy Long
Registered Client Associate
Phone: 813.225.4342
Email: Amy.Long4@wellsfargo.com
Amy has been in the financial industry since 2001. She earned her Bachelor’s degree in Finance from The University of South Florida. She joined Wells Fargo Advisors in April 2020 as a client associate and has worked to have impact using her communication and organizational skills to help clients with a full spectrum of operational needs.
Amy works alongside Financial Advisor Kevin Burnett to ensure our client’s day-to-day needs are handled accurately and in a timely fashion. She aims to create a strong professional bond with our clients so that they feel very comfortable using her as a resource. She is happy to assist with operational needs such as money movement, opening new accounts and placing trades. Her knowledge of the operational processes and procedures with the firm are part of what makes her a great part of our team.
Amy works alongside Financial Advisor Kevin Burnett to ensure our client’s day-to-day needs are handled accurately and in a timely fashion. She aims to create a strong professional bond with our clients so that they feel very comfortable using her as a resource. She is happy to assist with operational needs such as money movement, opening new accounts and placing trades. Her knowledge of the operational processes and procedures with the firm are part of what makes her a great part of our team.