Vielka T. Burey CFP® in

Vielka T. Burey CFP®

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Personal Financial Councelor III at Magellan Federal
📍 Miami-Fort Lauderdale Area, 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.

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Current Role
Personal Financial Councelor III
Location
Miami-Fort Lauderdale Area, United States
Personality Overview

How Vielka 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 Vielka cares about

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

Work history

10-2024
Personal Financial Councelor III
Magellan Federal
4-2023 - 7-2024
Senior Client Service Associate
Moran Wealth Management®
2-2022 - 3-2023
Financial Planning Design Consultant
Provenance Wealth Advisors
1-2016 - 5-2021
Client Service Associate
Ameriprise Financial Services, LLC
1-2013 - 12-2015
Principal
WOMEN'S FINANCIAL ADVISORY GROUP
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2004 - 2006
CFP program
University of Miami
2012 - 2013
CERTIFIED DIVORCE FINANCIAL ANALYST
INSTITUTE FOR DIVORCE FINANCIAL ANALYSTS
1979 - 1982
High School
St. Theresa's Academy
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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