Roger Burton, CEPA

Drawing from 38 years of expertise in financial services, I am deeply committed to empowering financial advisors and their clients to reach their highest aspirations and goals. My extensive experience through monumental market shifts equips me to effectively work together with and mentor financial advisors in cultivating their distinctive practices to cater to specialized client niches.

The cultivation of a thriving wealth management practice demands a collaborative approach. I work hand in hand with financial advisors and their teams, helping to ensure that everyone feels included and valued. This approach helps us surmount obstacles, provide guidance, and deliver comprehensive training. I work with a team of accomplished professionals. We have access to seasoned trust and estate professionals and highly skilled retirement, insurance, and investment specialists. Our goal is to ensure that we marshal all the necessary resources and expertise to assist with the success of our clients and financial advisors.

My career began at Paine Webber/UBS during the tumultuous October of 1987, where I believe I successfully guided clients through volatile markets, steering them towards their aspirations over the past three decades. Transitioning to the role of Branch Manager, I have supported financial advisors in Illinois, Ohio, Kentucky, Minnesota, and California in establishing their specialized wealth management practices. After working with UBS for 32 years, I received an invitation to join Wells Fargo Advisors and decided to accept due to its impressive multichannel structure. This structure allows financial advisors to choose platforms that match their values. As the leader of the East Valley, Gilbert, Phoenix and Tempe Branches in Arizona, and with previous management experience in California, Minnesota, Kentucky, and Ohio. I believe, I am well positioned to achieve outstanding results.

A graduate of Purdue University, I hold a bachelor's degree in Agricultural Economics. I also have relevant securities registrations and have earned the Certified Exit Planning Advisor (CEPA®) designation.

You can contact me via office phone at 480-641-4760, cell phone at 480-485-2447, or by email at roger.burton@wellsfargoadvisors.com.
PM-07312027-7832621.3.1

CA Insurance License Number: 0L00473. Resident State: AZ.