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Private Wealth Services & Investment Advisory | Blackbridge Financial | Wes Burrell
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Wes Burrell

Blackbridge Financial

 

“I serve clients as if they are family’.”

– Wes Burrell

Check the background of this investment professional

Spanish

Phone: (417) 351-5844

Email: wburrell@nullbbridgefin.com

Address:

1650 E. Battlefield Road, Suite 120
Springfield, MO 65804

Staff

Angela McCain
LPL Registered Administrative Assistant
Assistant to Wes Burrell

(417) 351-5844

amccain@nullbbridgefin.com

Wes Burrell

Wealth Advisor

Since 2012, Wes has strived to establish lasting relationships with his clients by serving them and their families as they pursue their generational wealth goals. He specializes in assisting retirees, farmers, small business owners, and their families across generations.

 

As wealth advisor, Wes sits down with each of his clients to develop an understanding of their unique situation. He works with them to form a plan that will help them strive toward their current and future financial goals. He meets with them on an ongoing basis, utilizing the latest financial planning software, to help them stay on track for their financial future.

 

Wes lives with his wife, Whitney, and their son, Hudson, in his hometown of Willard, MO. When not in the office, Wes enjoys hunting, fishing, raising cattle, and spending time with his family.

Niche: Multi-generational, Retirees, Small-Business Owners, Farmers

Memberships: Willard Children’s Charitable Foundation Trustee

Volunteer/Charity Work: American Cancer Society, Willard Area Chamber of Commerce

Most Recent Passport Stamp: Mexico

Memberships: Willard Children’s Charitable Foundation Trustee

Education: Southwest Baptist University

Series 7

General Securities Registered Representative

Held with LPL Financial

Series 66

Uniform Combined State Agent

Held with Independent Advisor Alliance & LPL Financial

Securities Registration States

AZ, AR, FL, GA, IL, KS, MO, OK, TX, WI

Insurance Registration States

MO

life and long-term care insurance

Transparency. Integrity. Service. Dedicated to Connecting You with Your Future.