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Nick Burgess
Principal at The Burgess Group - Financial Services
Nick Burgess is a Principal at The Burgess Group, specializing in creating unique solutions for high net worth individuals.
He has a wealth of knowledge and experience in financial services, particularly in wealth transfer strategies, impact investing, retirement analysis, estate strategies, employee benefits, business continuation strategies, and trust services.
Nick Burgess holds a Bachelor of Arts in Public Relations, Advertising, and Applied Communication from the University of Utah and studied PR Marketing with a Business minor at Instituto Europeo.
With life and health insurance licenses in Utah, Texas, and Idaho, he offers total financial needs analysis through a network of experienced professionals.
His professional background includes roles such as VP of International Accounts, Director of International Accounts, Financial Representative at MassMutual Financial Group, Regional Marketing Director, and various positions at The Burgess Group and Northwestern Mutual.
