William F. Burke Jr.,

In guiding his clients in pursuit of their most important life goals, Bill knows the value of a clear plan, a cool head and unencumbered communication. His clients – primarily high-achieving business executives, entrepreneurs and notable families – can value his decades of experience and ability to lead them through complex financial situations, but also can trust him for his sincerity, genuine care and commitment to their long-term goals.

Bill is an experienced practitioner, having launched his business in 1997 after more than 10 years as an executive in the mutual fund industry. In addition to serving his clients’ financial goals, he is a leader of the practice, teaching, mentoring and coaching the Mendham team to continue its tradition of results-oriented service.

Bill is a graduate of Bucknell University, where he earned a Bachelor of Science degree in business administration with a major in management. He is also a Certified Financial Planner^® professional, a designation earned by completing rigorous coursework and examination on the principles of financial planning and personalized investing. To best serve his clients’ sophisticated financial needs, he earned the Chartered Life Underwriter^® and Chartered Financial Consultant^® designations.

New Jersey has been Bill’s home since birth. He was born and raised in Summit, lived in Mendham for 30 years and now resides in Morris Plains. He is a proud son of North Jersey, and as a devoted community member, he strives to keep it a thriving, vibrant place. Among the organizations he supports are:

• First Hope Bank
• The Bond Club of New Jersey
• Rotary Club of the Mendhams
• Mendham Golf & Tennis Club
• Oratory Prep School
• Schiff Natural Lands Trust
• Wall Street Cares, as a board member
• Cornerstone Family Programs, as a board member
• Grow it Green Morristown, as a board member

Outside of his career and civic engagements, you may find Bill engaging in his other hobbies, including golfing, tennis and platform tennis.