Summary
Overview
Work History
Skills
EDUCATION
Certification
Timeline
Generic

Wes Burroughs

Edmonds,WA

Summary

Client-focused and self-motivated Wealth Advisor with over 6 years of experience supporting high-net-worth individuals and families. Skilled in financial planning, investment management, and relationship building. Proven ability to enhance client retention through customized wealth management strategies and a commitment to delivering a best-in-class service experience. Adept at collaborating with clients, CPAs, and attorneys to design and implement comprehensive financial plans. Currently pursuing CFP® certification with plans to sit for the exam in November 2025, demonstrating a strong commitment to professional growth and expertise in wealth management.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Wealth Advisor

Snider Financial Group
09.2024 - Current
  • Serve as primary financial advisor to clients, providing holistic financial planning and investment guidance
  • Collaborate with CPAs, attorneys, and other professionals to implement comprehensive wealth strategies
  • Participate in firm wide initiatives to enhance client service and operational efficiency

Wealth Management Associate

Coldstream Wealth Management
11.2022 - 09.2024
  • Managed onboarding and ongoing service for a book of 90+ client households
  • Attended and documented review meetings, ensuring action items were followed through
  • Contributed to financial planning preparation, including data analysis and scenario modeling

Financial Consultant

Bailey Wealth Services
03.2021 - 11.2022
  • Supported Senior Advisor in client reviews and financial planning

Financial Consultant

Equitable Advisors (AXA)
07.2019 - 03.2021
  • Developed foundational financial planning and client service skills

Personal Banker

Chase
03.2018 - 06.2019

Phone Banker

Wells Fargo
07.2016 - 02.2018

Skills

  • Financial Planning (eMoney, MoneyGuidePro)
  • Client Relationship Management
  • Investment Planning & Portfolio Management
  • Networking & Business Development
  • Microsoft Office Suite (Excel, PowerPoint, Word)
  • Strong Verbal & Written Communication
  • Self-motivated & Team-Oriented
  • Problem-Solving & Time Management

EDUCATION

CFP Candidate

  • 6 courses completed
  • Planned CFP exam in November 2025


B.A. in Philosophy

  • Liberty University, Lynchburg, VA

Certification

  • Series 7
  • Series 66

Timeline

Wealth Advisor

Snider Financial Group
09.2024 - Current

Wealth Management Associate

Coldstream Wealth Management
11.2022 - 09.2024

Financial Consultant

Bailey Wealth Services
03.2021 - 11.2022

Financial Consultant

Equitable Advisors (AXA)
07.2019 - 03.2021

Personal Banker

Chase
03.2018 - 06.2019

Phone Banker

Wells Fargo
07.2016 - 02.2018

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Wes Burroughs