From Dreams… To Goals… To Flexibility… To Confidence

Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.

James D. Burns

      Managing Director - Investments

      James Burns, Managing Director - Investments, holds a conservative, long-term philosophy that focuses on prudent wealth accumulation, protection, and distribution.

      He believes that investment decisions should be made according to each client's unique financial situation. Jim, along with the entire team at The Russo Wealth
      Management Group of Wells Fargo Advisors, seeks to provide an individualized level of attention that meets the highest standards of value, management, integrity, and cost.

      Backed by more than 30 years' experience in the financial services industry, Jim serves individuals and businesses in all areas of investment planning, including retirement planning, tax management, estate planning strategies, education funding, risk management, investments, and employee and executive benefits.

      Prior to joining Wells Fargo Advisors (and its predecessor firms) in 1992, Jim worked at Smith Barney for four years. He graduated with a Bachelor of Science in
      Business Administration from Western New England College in 1987.