Garrett Burke

Next-Gen · rank 7 · Heathrow, Florida · listed firm: Merrill Private Wealth Management

Identity & firm

• Firm — Merrill Private Wealth Management (high)
  • “MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” — sec_finra_regulatory
  • “Garrett Burke , CFP®, CPFA®, CPWA® Managing Director , Private Wealth Advisor” — firm_official
• Parent company — Bank of America (high)
  • “MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” — sec_finra_regulatory
• Firm type — wirehouse (high)
  • “MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” — sec_finra_regulatory
• Team name — BCG Private Wealth Management (high)
  • “BCG Private Wealth Management Recognition Our Approach Meet Our Team Insights About Private Wealth” — firm_official
• Team size — 9 (medium)
  • “Garrett Burke , CFP®, CPFA®, CPWA® Managing Director , Private Wealth Advisor 407.333.8328 407.333.8328 Get in touch icon/control/launch copy View bio Stephanie Kostakis , CRPC™ Assistant Vice President , Private Wealth ” — firm_official
• CRD — 5554727 (high)
  • “5554727” — sec_finra_regulatory
• Years experience — 15 (medium)
  • “Years of Experience: 15 years (2011-present)” — social_or_third_party_db
• Designations — CFP, CPWA, other:CPFA (high)
  • “Garrett Burke , CFP®, CPFA®, CPWA® Managing Director , Private Wealth Advisor” — firm_official

Book of business

• Team AUM ($M) — 2400 (high)
  • “Team Assets (Custodied): $2.4B” — forbes_shook
• Account minimum ($M) — 1 (high)
  • “Minimum Account Size: $1M” — forbes_shook
• Typical client net worth ($M) — 35 (high)
  • “Typical Net Worth of Relationships: $20-50M” — forbes_shook
• Client niche — business owners and multigenerational/intergenerational family wealth (high)
  • “In a life with significant wealth, the financial decisions you make can often have a cascading effect — impacting you, your family, your business and even the greater community.” — firm_official
• Custodians — gap: not_applicable
• Fee model — fee_plus_commission (medium)
  • “Status: Active (both BC and IA scope)” — sec_finra_regulatory

Positioning & marketing

• Website url — https://advisor.ml.com/sites/fl/heathrow-fl/bcg (high)
  • “BCG Private Wealth Management Recognition Our Approach Meet Our Team Insights About Private Wealth” — firm_official
• Value proposition (verbatim) — Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals. (high)
  • “Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.” — firm_official
• Differentiators — "We meet complexity head on" — positioning around non-linear wealth journeys, Merrill team as "mission control for your wealth", "highest level of execution and world-class intellectual capital", Cascading-impact framing across self, family, business and community, One-on-one personalized financial strategy (high)
  • “We meet complexity head on Growing and navigating wealth isn't a straight line. There are complexities and opportunities at every turn. That's why your Merrill team serves as mission control for your wealth, offering the” — firm_official
  • “In a life with significant wealth, the financial decisions you make can often have a cascading effect — impacting you, your family, your business and even the greater community.” — firm_official
• Content marketing — none (medium)
  • “BCG Private Wealth Management Recognition Our Approach Meet Our Team Insights About Private Wealth” — firm_official
• Has podcast — no (medium)
  • “BCG Private Wealth Management Recognition Our Approach Meet Our Team Insights About Private Wealth” — firm_official
• Books published — 0 (medium)
  • “BCG Private Wealth Management Recognition Our Approach Meet Our Team Insights About Private Wealth” — firm_official
• Linkedin url — https://www.linkedin.com/in/garrett-burke-cpwa%C2%AE-cfp%C2%AE-cpfa%C2%AE-60a86014/ (medium)
  • “Garrett Burke, CPWA®, CFP®, CPFA® - Merrill Private Wealth Management | LinkedIn” — social_or_third_party_db
• Social presence — gap: not_found_after_search
• Press awards — Barron's "Top 1,200 Financial Advisors", 2024, Financial Planning's "Top 40 Brokers Under 40", 2024 (high)
  • “Garrett Burke Managing Director , Private Wealth Advisor Forbes "Best-in-State Wealth Management Teams", 2023-2024 (Published annually in January. Rankings based on data as of March 31 of prior year.) Barron's "Top 1,200” — firm_official
  • “Financial Planning's "Top 40 Brokers Under 40", 2024 (Published on February 6, 2024. Rankings based on data as of Sept 30, 2023.)” — firm_official

Visual brand

• Has distinct logo — no (high)
  • “BCG Private Wealth Management Recognition Our Approach Meet Our Team Insights About Private Wealth” — firm_official
• Logo url — gap: not_found_after_search
• Visual brand notes — Merrill corporate template, no team identity: navy and white with gray accents, clean sans-serif, inline-SVG bull mark, headshots plus lifestyle family/business photography. (high)
  • “Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.” — firm_official

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