Travis Burke
Senior Managing Director
Travis Burke has spent over 25 years collaborating with advisors to address the complex planning needs of ultra-high net worth domestic and foreign national clients and institutions globally. He is recognized for his thought leadership in global wealth structuring and cross-border planning, he supports advisors and institutional partners in developing customized insurance-based and asset management strategies designed to navigate unique tax considerations and facilitate access to U.S. private markets. He holds a Bachelor of Science in International Economics from Plymouth State University, completed an executive finance program at Georgetown University, and is a Certified Financial Plannerโ„ข and Trust and Estate Practitioner1 1Designations such as CFA and CIMA represent individual professional qualifications. Axcelus Financial does not offer investment advisory services, act in a fiduciary capacity, or operate as a registered investment advisor.

Contact Us

Contact Form - Homepage (#3)