Brent Burgesser
Investment & Wealth Advisor
Atlanta, GA
Financial Advisors
About Brent
Brent Burgesser brings more than 25 years of experience in the financial services industry to The Q Companies, with prior tenures at Merrill Lynch, Morgan Stanley, LPL Financial, and International Assets Advisory. He holds a BA in Business and Communications from the University of Oklahoma and specializes in retirement planning, maximizing estate and legacy goals with tax planning as the foundation.
Brent is a frequent speaker and thought leader, having presented at the Arizona Society of CPAs Annual Conference and contributed as a published author to ASCPA Magazine. His deep experience across major wirehouses and independent advisory platforms gives him a comprehensive understanding of the investment landscape.
In addition to his advisory work, Brent is a dedicated mentor and team leader, committed to developing professionals and giving back through active involvement with charitable organizations, including the American Cancer Society, Blood Cancer United, and the American Association for Cancer Research.
Brent and his wife, Colleen, reside in Atlanta, Georgia.
Key Highlights
- BA Business/Communications (Univ. of Oklahoma)
- 25+ years financial services experience
- Prior tenures: Merrill Lynch, Morgan Stanley, LPL Financial
- Published author in ASCPA Magazine
- Speaker at AZ Society of CPAs Annual Conference