Bradley B. Burr

Financial Advisor


Brad entered into the Financial Services industry with a local Regional Broker/Dealer named Rauscher, Pierce, Refsnes (currently RBC Dain) and transitioned to the Phoenix Acacia Group, which became the leading Financial Planning firm in the area. Brad enjoyed being part of the management team and running the Phoenix Securities division, which became the Acacia’s number one securities branch for 7 years running.

Becoming a Certified Financial Planner and assisting the planners in developing client portfolios led Brad to becoming a variable annuity wholesaler to independent planners in Arizona and New Mexico, providing product and sales ideas for the planners to present to their clients.

Brad works with producers and other planners in creating portfolio or product solutions for their client needs. Brad was brought over to Lovitt & Touche’, Inc. to assist the producers with their client’s executive benefits and retirement plans for their companies.

Brad continues his education to keep his CFP certification and insurance licenses in good standing. He enjoys strengthening his faith at local studies and manages to get in quite a few rounds of golf each year.