Tom Burt, CIMA®, CPM®, CFP®, CEPA, ChFC®, CLU®, AIF®

Thomas Burt is a highly credentialed professional with 23 years of industry experience assisting companies and not-for-profits with their investments and retirement plans since 2002. 

Prior to 1280 Financial Partners, Tom spent over 12 years at UBS where he worked with the Institutional Consulting Group in Florida and assisted the consulting efforts of over 200 UBS Advisors in Florida. He is a frequent lecturer on investments and the consulting industry. Before that, he spent 10 years at Morgan Stanley. 

Tom received his degree in Finance, Marketing, and Multi-National Business from the Florida State University. He is a past member of the Professional Advisory Committee to The American College and one of the top national fundraisers for the Muscular Dystrophy Association and Gallaudet University, a college for the deaf. He lives in Fort Myers, FL with his wife, Nina, and their daughters Anabella, Siena, and Teagan.