Eileen Burkhart CFP®, AIF®

Enthusiast
DISC Type : i

Senior Managing Director, Private Client Group at Clearstead

Cleveland, Ohio, United States

Overview

Eileen Burkhart is a respected wealth management and life planning strategist who recently retired from Clearstead after a 36-year career in the Cleveland financial community. A Boston College graduate, she founded and led her own successful firm, Eileen M. Burkhart & Co., LLC, before its acquisition by Clearstead.

Outside of her professional life, Eileen is deeply engaged in the Cleveland community. She is a long-time supporter of various local organizations, including the Legal Aid Society, Beaumont School for Girls (her alma mater), the Cleveland Museum of Art, and community development groups like FutureHeights.

After a distinguished 36-year career, she is now embracing a new life chapter centered on pivoting, exploring, and personal reinvention.

Personality Overview

Optimistic

Amiable & Agreeable

Consensus Focused

They are generally friendly, so be careful when relying on their word.  Unlike D or C types, they are convinced more by stories and testimonials. They are more about building relationships than just cutting deals.

Topics They Care About

Life Planning
Her career has focused on integrating life goals with financial strategy, a theme that continues in her personal focus on her "what's next" chapter post-retirement.
Community Development
Demonstrates a commitment to local improvement through consistent financial support for organizations like FutureHeights and the Nature Center at Shaker Lakes.
Women's Education
As an alumna and active supporter of the Beaumont School for Girls, she shows a clear passion for fostering education in all-female environments.

Media Appearances

Press Release: Clearstead Advisors Continues Steady Growth, Acquires Burkhart & Co.. Featured in Clearstead (company press release)

See Now

Clearstead acquires $5B wealth firm. Featured in InvestmentNews

See Now

Work History

10-2021 - 12-2023
Senior Managing Director, Private Client Group at Clearstead
5-2002 - 10-2021
President and Founder at Eileen M Burkhart & Co., LLC
6-1991 - 5-2002
Financial Advisor at The Cleveland Financial Group
5-1989 - 6-1991
Financial Advisor at IDS American Express

Education

Bachelor’s Degree from Boston College School of Management
High School from Beaumont School for Girls

More Information

Social Presence :

Prographics :

Exp : 34 Location : Cleveland, Ohio, United States Job Level : N/A Designation : Senior Managing Director, Private Client Group at Clearstead
URL has been copied!

Insights For Selling To Eileen

During A Call Or A Meeting

DO's

  • Compliment them about their personality if you get a chance
  • Ask them how their day is going or exchange some other pleasantries
  • Give them the opportunity to lead the conversation where possible

DONT's

  • Don't be critical or challenge them openly, they can react defensively
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t be excessively objective, be like a storyteller with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Eileen is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Eileen

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Eileen move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Eileen take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Eileen

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.