Antonio Burkett CFP®
Client Relationship Manager/Investment Advisor Representative
Antonio is a Client Relationship Manager working directly with T. Keith Kelly. He has over seventeen years of experience in the financial services industry. He is proficient in financial planning, wealth management, portfolio analysis and market research.
Antonio began his career at Vanguard with their Retail Investor Group in Charlotte as a Client Relationship Manager servicing their high-net-worth clientele. He later joined LPL Financial at their Fort Mill Office where he developed his own book of business as a financial advisor. He enjoys working with clients and providing exceptional service. He joined Aspire Private Capital in November 2018.
Antonio attended the University of North Carolina at Wilmington and graduated with a Bachelor’s Degree in Finance. He has passed the Series 7 and 66 securities examinations and earned the CERTIFIED FINANCIAL PLANNER™ certification.
Antonio is a South Carolina native and relocated to North Carolina in 2012. He currently resides in Charlotte with his daughter Austyn.