Eric Burke, CRPC®

Eric Burke, CRPC®

Senior Client Services Associate - Operations and Trading

Eric is a member of our Client Services Team. His duties include assisting in setting up new accounts and researching and resolving customer concerns. He also provides support to our Director of Trading.  

Prior to joining Ullmann Wealth Partners, Eric spent four years working at SS&C Advent, most recently as a Senior Client Advocate consulting and training clients on The Black Diamond Wealth Platform, a portfolio management and trading solution for financial advisors. His background also includes Analyst and client services positions with Bank of America Merrill Lynch.

Eric earned his BA from University of North Florida. He is also a Chartered Retirement Planning CounselorSM.

Eric and his wife live in St. Augustine. In his spare time, he enjoys golf, cooking, and traveling.