Burks Financial Management, LLC

(919) 667-4725
4600 Marriott Drive, Suite 140, Raleigh, North Carolina, 27612

Business hours

Monday 9:00am to 4:00pm
Tuesday 9:00am to 4:00pm
Wednesday 9:00am to 4:00pm
Thursday 9:00am to 4:00pm
Friday 9:00am to 4:00pm

About us

Stephanie Burks is a CERTIFIED FINANCIAL PLANNER™ professional with more than 28 years of experience in the financial service industry, including Banking, Corporate Finance, and as a Financial Advisor/Planner and Investment Advisor Representative. She is a registered and licensed Series 7 and 66 professional and is a Life, Health, and Disability insurance agent. In addition to her work experience, Stephanie believes in educating herself to offer the best advice for her clients. She holds a duel MBA degree in Management and Finance from Robert Morris and a BS in Finance from the Ohio State University.

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