Meet Trevor Burlison, CFP®

Investment Consultant

Title:
Investment Consultant
Team:
Business Development, Distribution & Advisor Services
Experience at CCMG:
6 Months
Industry Experience:
9 Years

As an Investment Consultant at Clark Capital Management Group, Trevor is responsible for supporting Clark Capital’s partnerships with wealth advisors in their dedication to affluent families, high-net-worth individuals, foundations, and retirement plans. Together, Trevor and his Partners specialize in providing highly customized and long-term investment solutions with a level of sophistication typically reserved for ultra high net worth and institutional investors. Trevor assists his Partners in building their ideal wealth counseling practice and supports advisors with the tools, techniques and degree of service that allows them to focus on their clients’ needs and financial security. Prior to joining Clark Capital, he served a Senior Business Development Consultant at AssetMark. He is a Certified Financial Planner and received a B.S. in Finance from Purdue University and holds the FINRA Series 65 license. Trevor currently resides in Woodstock, GA, with his wife.

Personal Achievement
My twin brother and I completed 1/2 mile of walking lunges every day for a year.
Best Concert You've Been To
George Strait
Family Traditions
New Years Eve party (33 years and still going!)

Insights by Trevor

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