Robert Burns CFP®, ChFC®, CPWA®, AIF® in

Robert Burns CFP®, ChFC®, CPWA®, AIF®

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Managing Director, Wealth Partner, Portfolio Manager at J.P. Morgan
📍 Palm Beach Gardens, Florida, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
25 Years
Current Role
Managing Director, Wealth Partner, Portfolio Manager
Job Level
Mid-senior
Location
Palm Beach Gardens, Florida, United States
Personality Overview

How Robert shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Robert cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

9-2018
Managing Director, Wealth Partner, Portfolio Manager
J.P. Morgan
4-2009 - 9-2018
Senior Vice President
Merrill Lynch
10-1999 - 4-2009
Senior Vice President
Wells Fargo
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2010 - 2011
Master's Degree
The American College
1982 - 1986
Bachelor's Degree
Ferris State University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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