Don has over twenty-five years of experience in the financial services industry serving clients though many economic and market cycles.
He graduated from the University of California, Los Angeles (UCLA) with a BS in Mathematics – Applied Science with an emphasis in Economics. After graduation, he worked in the banking industry as a treasury analyst. Prior to founding Burton Wealth Management Don held the position of Vice President - Investments for Wachovia Securities (acquired by Wells Fargo). He also worked as a financial advisor at Wedbush Morgan and Smith Barney (acquired by Morgan Stanley).
In 2005, to best serve his clientele, he founded an independent practice providing an alternative to Wall Street brokerage firms. Burton Wealth Management’s loyalty extends only to their clients. Don has also been recognized in Phoenix Magazine as one of Phoenix’s Five Star Wealth Managers* for ten years in a row, 2013 through 2022.
Don earned his CERTIFIED FINANCIAL PLANNER™ practitioner certification by submitting to additional education, examination, experience and ethical requirements. Don holds his Series 7, 24 and 63 registrations with LPL Financial and his Series 65 registration with Burton Wealth Management. He also holds life, annuities, health, disability and long term care insurance licenses in both Arizona and California. (CA Insurance Lic. # 0B05303)
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013/2014/2015/2016/2017/2018/2019/2020/2021/2022 Five Star Wealth Managers.
Anne is a graduate of Arizona State University with a BA in Communication. Following her undergraduate studies, she attended the University of San Diego School of Law and earned her Juris Doctor. She is licensed to practice law in California and Arizona. Her law tenure included practicing in the areas of business, real estate and insurance litigation. At Burton Wealth Management, her current duties include providing operational and regulatory compliance support. She currently holds the following securities registrations at LPL Financial: Series 7 General Securities Representative, Series 63 Uniform Securities Agent. Her Series 66 Uniform Combined State Law is held through LPL Financial and Burton Wealth Management. She also holds a life insurance and annuities license in the State of Arizona.