Terry Burke is a CERTIFIED FINANCIAL PLANNER® professional and Wealth Advisor with over four decades of experience across some of the most distinctive corners of the financial world. He works with clients to help them achieve their financial goals, with a specialty in retirement planning, Social Security optimization, tax planning through Roth conversions, and asset allocation.
Terry’s career began not at a desk but on the trading floors of the CBOT, CBOE, and CME, where he spent his early years as an options trader. He later served as Chief Operating Officer of a software startup that commercialized technology developed at Argonne National Laboratory for use in the healthcare and oil and gas industries. He is a co-inventor of two U.S. patents related to telecommunications data analysis. Terry eventually found his calling as a wealth advisor and portfolio manager at Trader Wealth Management, where he also earned his CFP® designation. He holds a Bachelor of Science in Finance from the University of Illinois at Urbana-Champaign.
Terry describes his motivation plainly: he likes people, he is fascinated by macroeconomics, and his early career was in the capital markets. Wealth advising brings all three together. He is an active member of the St. Vincent de Paul Society, giving back to his community in the same spirit of care he brings to his clients.
Outside the office, Terry stays active on his bike, follows the Chicago Bears with genuine devotion, and enjoys traveling whenever the opportunity arises.
