Team Members

Eric Burt

Managing Director - Investments
View Carlos Ochoa's LinkedIn profile View Eric Burt profile

Eric is the Founder of The Burt Financial Group of Wells Fargo Advisors.  Eric has been helping high net worth individuals and business owners with their wealth and financial strategies since 1983.  In addition to his experience of helping clients find solutions to their financial needs for over 33 years, he holds the Accredited Asset Management Specialist certification from the College for Financial Planning.  Eric lives with his three children Betsy, Brooks and Emily and dog Lucey in Dover.  Currently Eric is involved on the following community boards, WGBH Corporate Executive Council, Dover-Sherborn Education Fund Board.   He also previously served as Chairman for University of Vermont's Boston regional board and was a member of Middlesex School's Alumni Council and the University of Vermont's Alumni Board of Directors.  Eric's leisure time is spent in Stowe, VT skiing, biking, golfing or playing tennis with his family.

 

Stephen Berube

Financial Consultant
View Carlos Ochoa's LinkedIn profile View Stephen Berube profile

Steve joined the Burt Financial Group of Wells Fargo Advisors in 2008 after serving as the team intern for the year and half prior.  Steve is a graduate of Bentley College with a Bachelor of Science in Finance.  He has served in a number of roles in his time in the industry and has settled into his true passion of helping clients with their wealth strategies.  With his broad industry knowledge Steve is able to apply a best practice to best achieve client needs.  Steve and his wife Meghan live in Weymouth.  Steve spends his leisure time traveling and is an avid sports fan. 

    

Angelina Milenevsky

Registered Client Associate

Angelina, our most recent member of The Burt Financial Group, has 6 years of experience in the financial service industry.  As the client associate, she will be responsible for client account processing and administration as well as investigating and resolving operational issues.  She also assists the group in developing and maintaining relationships with new and existing clients.  Angelina is a graduate of Bridgewater State University with a Bachelor of Science in Finance and Management Information Systems.  Angelina's leisure time is spent with family and friends, traveling, and running.