About John Burger
John focuses on identifying wealth management solutions tailored to each individual client. He believes strongly in the value of developing and maintaining relationships. By spending the time to better understand and revisit the goals and aspirations of his clients, John develops personalized solutions to help pursue the priorities most important to them whether that be investment management, retirement strategies, advisory services, tax planning, lending needs, or philanthropy planning.
Prior to Morgan Stanley, John worked in Chicago as a Consultant, assisting the Treasury Departments of large US Banks in managing their Liquidity Risk. John leverages this distinctive background within Consulting and the vast resources of Morgan Stanley’s Global Investment Committee to provide clients with the critical information and insights needed to make informed financial decisions.
A Cincinnati native, John grew up on the west side and attended LaSalle High School. Following LaSalle, John continued his academic studies at Xavier University where he graduated Cum Laude with a B.S. in Finance, earning an MBA shortly thereafter. At Xavier, John was a member of the Men’s Golf Team and voted 2-Time Team Captain. John credits his athletic background in helping instill a competitiveness and a work ethic that continues with him today as a financial advisor.
In his free time, John enjoys spending time with friends and family, sports, cooking, fishing, and reading. John enjoys the opportunity to give back to his local community whether providing golf lessons as a swing instructor or mentoring students at his alma mater, LaSalle High School.
Securities Agent: SD, TN, TX, UT, VA, VI, WA, WV, AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NV, NY, OH, OR, PA, SC; General Securities Representative; Investment Advisor Representative
NMLS#: 1979071