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Michael Burton

UHNW Investment Consultant

Michael Burton is an Investment Consultant at Vanguard in the Advice and Wealth Management Division, focusing on deepening client relationships and providing tailored investment consultations. They have a strong background in investment consulting and are licensed in Series 66, 7, and 63. Previously, they served as a Lead Tax Examiner at the Internal Revenue Service and as a Senior Asset Transfer Specialist at Vanguard. Additionally, they have experience in web design and business data analysis. A former student-athlete, Michael brings a disciplined and client-oriented approach to their work while actively pursuing continuous learning and networking opportunities.

Location

Charlotte, United States

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