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Asset Management |
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Key Personnel
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Reginald
W. Burroughs CFP®
rburroughs@mercadien.com
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As executive vice president of Mercadien Asset Management,
Reginald "Reg" is active on the investment management
committee, and is integral in preparing financial plans
for clients. His area of expertise is in helping individuals
and small businesses define and achieve their investment
goals. |
Reg
accomplishes this in three ways: first, by assisting
business owners in the design and funding of qualified
plans in order to maximize tax benefits and provide
valuable benefits to employees; next, by designing investment
strategies to help individuals accumulate assets for
retirement; and third, by working with pre-retirees
and retired individuals to design strategies to maximize
income, minimize risk, and minimize taxes during retirement.
Prior to joining Mercadien, Reg worked for 18 years
as the investment specialist for Berger Financial Group,
LLC in Neptune, New Jersey. He worked with advisors
to help them develop appropriate asset allocation strategies
for their clients and also acted as liaison between
the office and New England Securities.
As vice president for Advanced Pension Designs, Inc.,
a third-party administrator of pension, profit-sharing
and 401(k) plans, Reginald worked closely with business
owners in the area of employee education for 401(k),
SEP and SIMPLE retirement plans. Reg is licensed for
Life and Health insurance and holds his NASD Series
24, 7, 63 and 65 licenses. He has been an active member
of the Financial Planning Association since 1993 and
a member of the American Association of Individual Investors
since 1992.
Reg holds a Bachelor of Science degree in Finance from
The College of New Jersey and is an Eagle Scout. He
is married to Diane and resides in Chesterfield, New
Jersey.
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