Travis M. Burke, CFP, has been named national director of business development for Global Insurance Solutions Group (GISG), an independent insurance brokerage firm with offices in Greater Philadelphia, Atlanta and Miami, as announced by Michael Blank, managing partner.  In this role, Burke serves as a consultant to banks, multi-family offices and wealth advisers on topics relating to wealth transfer strategies, legacy planning and business succession planning.  He is an author and featured speaker with specialized expertise in advanced planning concepts for high net worth foreign national clients. 

 

Burke’s career over the last 19 years has included business development roles with Transamerica, ING US, Wachovia Securities, The Hartford, and Fidelity Investments. Burke received a Bachelor of Science degree in International Economics with a minor in Southeast Asian Studies from Plymouth State University, completed an executive-level program in financial planning at Georgetown University and has been awarded the Certified Financial Planner certification.

 

“Our firm is privileged to be a recognized leader in insurance-based solutions for businesses, foreign nationals and families world-wide,” said Michael Blank. “The addition of Travis further expands our high net worth insurance services and support model for registered investment advisers, private banks and financial services institutions.”  

 

Global Insurance Solutions Group delivers over 50 years of life insurance-based expertise providing comprehensive wealth protection, estate management and business succession planning solutions for affluent individuals, families and corporate clients in the U.S. and internationally.  GISG provides a distinct experience helping wealth managers, private banks and insurance advisors identify, recommend and provide the most beneficial outcomes for their clients’ complex insurance, estate and business planning needs.