2024 Speaker
Travis Burke, TEP, CFP®
Managing Director, Axcelus Financial
TRAVIS BURKE has been collaborating with advisors of ultra-high net worth domestic and foreign national clients and institutions for over 25 years, working to address their complex financial needs on a global basis. As a recognized thought leader in global wealth structuring and cross border planning, he has a proven track record of delivering innovative and customized insurance and asset management solutions to help ultra-high net worth and institutional clients grow and preserve their assets.
Travis is responsible for spearheading development of the Axcelus proprietary Catalyst® solution, where he oversees all aspects of the product’s evolution, marketing, and sales strategies to ensure its ongoing success and growth. This has resulted in over a half of billion dollars of new assets under administration.
Travis Burke received a Bachelor of Science in International Economics with a minor in Southeast Asian Studies from Plymouth State University. He furthered his education by completing a yearlong executive level program in finance at Georgetown University. He has been awarded the Certified Financial Planner™, Trust and Estate Practitioner certifications. He holds multiple state insurance licenses and FINRA series 6, 7 and 63 registrations.