Brian Burke
Managing Director, Wealth Management, Wealth Advisor
Phone:
(805) 278-3601(805) 278-3601
The Burke Team at Morgan Stanley
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you and your family meet your financial goals in life.
About Us
The Burke Team is a family of financial professionals with decades of experience at Morgan Stanley. We help successful individuals and multi-generational families build and preserve their wealth. Our commitment to offering reliable face-to-face service is the foundation of forming trusted relationships with our clients. We act as our clients’ primary Financial Advisors, providing comprehensive, personalized solutions designed to help them face the issues of today and stay on track for tomorrow.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
300 E. Esplanade Dr.
10th Floor
Oxnard, CA 93036
US
Direct:
(805) 278-3600(805) 278-3600
Toll-Free:
(800) 767-0170(800) 767-0170
Fax:
(805) 728-9009(805) 728-9009
Meet The Burke Team
Erin Burke, CFP®
Vice President, Financial Advisor
Phone:
(805) 278-3603(805) 278-3603
Bill Burke, CFP®
Managing Director, Wealth Management, Wealth Advisor
Phone:
(805) 278-3602(805) 278-3602
Mo Valdez
Wealth Management Associate
Anthony Chavez
Portfolio Associate
About Brian Burke
Brian Burke is an Executive Director and Wealth Advisor, with over 25 years of experience managing wealth for individuals, families, and businesses. Brian began his career in 1993 in the Ventura office, and quickly built up his own established practice before joining forces as with his father to found The Burke Team. He has the Wealth Advisor designation and has received notable recognition and numerous awards at the firm. With extensive knowledge and expertise in comprehensive wealth management, Brian has remained committed to advising clients face-to-face and maintaining trusted relationships. Born and raised in Ventura, Brian went to Villanova Preparatory School in Ojai. He attended Santa Clara University, where he earned a Bachelor’s degree in Economics.
Securities Agent: WI, MO, MN, WY, MI, WA, VT, VA, UT, TX, TN, SC, RI, PA, OR, OH, NY, NV, NM, NJ, NE, NC, MT, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, OK, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1255363
NMLS#: 1255363
About Erin Burke
As a Financial Advisor, Erin helps clients make confident decisions to preserve and grow wealth, simplify their lives, and achieve financial success. She enjoys listening to clients and working together to deliver advice and smart planning across many life stages.
Erin joined Morgan Stanley in 2007, honored to be a key partner on a boutique family-team at one of the most established, and most respected wealth management firms in the world. She obtained securities licenses in 2000, and earned the Certified Financial Planner designation in 2011.
Prior to Morgan Stanley, Erin held senior roles in product management, marketing, and strategy in the Bay Area, working at E*TRADE Financial, Robertson Stephens, and Charles Schwab.
A Ventura native, Erin attended Villanova Preparatory School in Ojai, and graduated with a Bachelor's degree from UCLA.
Erin joined Morgan Stanley in 2007, honored to be a key partner on a boutique family-team at one of the most established, and most respected wealth management firms in the world. She obtained securities licenses in 2000, and earned the Certified Financial Planner designation in 2011.
Prior to Morgan Stanley, Erin held senior roles in product management, marketing, and strategy in the Bay Area, working at E*TRADE Financial, Robertson Stephens, and Charles Schwab.
A Ventura native, Erin attended Villanova Preparatory School in Ojai, and graduated with a Bachelor's degree from UCLA.
Securities Agent: OH, NY, IN, VA, TN, RI, MT, WA, SC, NM, CA, WY, UT, PA, NV, NJ, ME, AL, TX, MN, IA, CT, OR, KY, FL, AZ, AK, NE, NC, MO, VT, OK, MD, LA, DE, DC, AR, WI, MI, MA, KS, IL, CO, ID, HI, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 2667954
NMLS#: 2667954
About Bill Burke
Bill Burke is an Executive Director at Morgan Stanley Wealth Management and is a founding Partner of The Burke Team. Bill takes pride in the fact that his entire career as a financial advisor has been at Morgan Stanley. First hired at Dean Witter (Morgan Stanley predecessor firm) Ventura CA, in 1968, he knew right away that he would love his profession. So much so, that he has consistently been the first one to sign on each day--by 5:30AM. Bill genuinely enjoys interacting with and helping clients, whose interests he puts first. His goal has always been to earn the trust of clients and add value over each life-stage and across generations. Over the decades, Bill has received notable recognition and numerous awards at the firm. He earned the Wealth Advisor designation and has been an active advocate for efficient cash management. Bill received his Certified Financial Planner designation from the College for Financial Planning in 1985, and completed the Morgan Stanley/Wharton Institute’s Senior Account Executive Program with the Wharton School of the University of Pennsylvania in 1988. Bill has a Bachelor’s degree in Economics from Santa Clara University, and served in the U.S. Army as an artillery officer from 1965-1968.
Securities Agent: ME, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY, MD, MI, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, OK, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Principal; General Securities Representative; Investment Advisor Representative
NMLS#: 1255526
NMLS#: 1255526
About Mo Valdez
Mo Valdez is a Wealth Management Associate for the Burke Team at Morgan Stanley. For over 20 years she has assisted the Burke team in addressing client concerns promptly and professionally. She hopes to fully resolve client's requests to the satisfaction of the client while providing comprehensive financial service and investment support to the team. She has been in the financial industry for over 25 years and was previously at Prudential Securities. Prior to her current role she was in branch administration. Mo is also licensed with her series 7 and 66.
About Anthony Chavez
Anthony Chavez is a Portfolio Associate who joined Morgan Stanley in 2019. He obtained his securities licenses (SIE, Series 7 & 66) in 2020 & 2021. Prior to joining the firm, he lived in Madrid, Spain and worked for an NGO. He is a graduate of UC Berkeley and has a bachelor’s degree in Economics.
Contact Brian Burke
Contact Erin Burke
Contact Bill Burke
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Jesse Mazza
Private Banker
About Jesse Mazza
Jesse Mazza is a Private Banker serving Morgan Stanley Wealth Management offices in California.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Jesse began his career in financial services in 2011 and joined Morgan Stanley in 2016 as an Associate Private Banker. Prior to joining the firm, he was a Private Client Banker at JP Morgan Chase.
Jesse is a graduate of the University of La Verne, where he received a Bachelor of Science in Business Administration. He lives in Thousand Oaks, California with his wife and 2 children. Outside of the office, Jesse enjoys spending time with his family, hiking, traveling, and cooking.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Jesse began his career in financial services in 2011 and joined Morgan Stanley in 2016 as an Associate Private Banker. Prior to joining the firm, he was a Private Client Banker at JP Morgan Chase.
Jesse is a graduate of the University of La Verne, where he received a Bachelor of Science in Business Administration. He lives in Thousand Oaks, California with his wife and 2 children. Outside of the office, Jesse enjoys spending time with his family, hiking, traveling, and cooking.
NMLS#: 667403
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- Estate Planning Strategies
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Ready to start a conversation? Contact The Burke Team today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
7Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
7Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
