Brian Burke is a Senior Financial Advisor at Montis Financial. Within his role at Montis, Brian’s responsibilities include financial and retirement planning, investment management, tax and insurance analyses, estate planning, among other comprehensive client planning aspects. Brian began his financial services career at Ayco, a fee-based national planning firm focused on the unique financial needs of company executives, providing counsel to clients in the areas of investments, taxes, employee benefits, legacy planning, cash flow analysis, and risk management. After Ayco, Brian worked at both Merrill Lynch and Morgan Stanley, developing a deeper understanding of investment management in th