Stephen Burleson

Stephen Burleson is a Financial Advisor in the HBKS offices in Stuart, Fla. As a Financial Advisor, Stephen uses his background in relationship management to deliver a high-level, consistent, and customized experience. Focusing on client relationships and new business development, Stephen enjoys working closely with his clients to build a customized strategy that considers their full financial profile.

Stephen started his wealth management career in 2017 at Merrill Lynch and transitioned to Janney Montgomery Scott in 2020. He received his bachelor’s degree from Florida Gulf Coast University in Fort Myers, Fla. He spent two years on the board of the PGM (Professional Golf Management) Club and was twice the Club’s Player of the Year.