Broker Check

Our Team

Merrick G. Burleson, Sr.

President and Financial Adviser

540.310.0139

540.310.4083

rick@burlesonfsi.com

Rick, Sr. is a people person who cares deeply about his clients. He has the ability to see challenges faced by his clients, envision effective solutions, then apply and implement a plan to overcome the challenge. He is serious about your money and excited about your life.

As President of Burleson Financial Strategies, Inc, Rick takes a comprehensive values based approach to strategic financial strategies . He sees his role as helping people make educated decisions about their money so they can pursue what is most important to them.
Rick was born September 20, 1949 in Radford, Virginia. As an “army-brat” he lived his childhood in many different places. He graduated from the University of Texas in 1971 with a degree in business administration and a major in finance.

He began his business career in bank management in 1971 and became a professional agent with a major life insurance company in 1975. In 1977 he added the investment arena to his practice by becoming an Investment Adviser Representative. He currently holds four different securities registrations (6, 62, 63, 65) and maintains strategic alliances with numerous professionals, investment and insurance companies.

He also earned the professional designation of Chartered Life Underwriter from the American College in Brynmar, PA. He is an Investment Adviser Representative with Voya Financial Advisors, Inc. Rick established Burleson Financial Strategies in 1975. The firm strives to use Rick’s years of experience and his dedicated family team to help clients focus on and achieve their financial goals and dreams. Through strategic alliances with other professionals, the firm provides independent, ethical, and creative financial strategies. In an effort to provide a cohesive team able to provide one-stop financial services, he has a CPA and estate-planning attorney available to clients in our Fredericksburg office.

Rick has a genuine nature that you truly get what you see. He is a loyal friend, devoted father, trustworthy financial advisor, and loving husband. This is aptly captured in the firm’s motto: Practice the Golden Rule with each and every client that walks through the door.

Rick lives with his wife, Darlene, in Sperryville, VA. His sons were born in 1974 (Rick, Jr) and 1976 (Joel). Both sons are now active in the family business.

Darlene Burleson

Director of Client Services

540.310.0139

540.310.4083

darlene@burlesonfsi.com

Darlene Burleson and Rick Sr. have been happily married since 1969. She was born in Alexandria, VA and met Rick at Mt. Vernon High School. Darlene has been active in the family business since its inception in 1975. Clients consider her the primary go-to person for service of their accounts and policies.
Darlene processes all of the applications, checks, and handles any needed changes to keep clients’ accounts in proper order. She also handles back office workflow such as mail, compliance, keeping corporate books and records. Darlene is also responsible for the interior design of our offices (OK, she’s the one with the artistic taste and style!). She also painted many of the landscapes in the office. She is the mother of Rick, Jr. and Joel who both work for Burleson Financial Strategies, Inc. She enjoys traveling, antiques, gardening, and painting.

Merrick G. Burleson, Jr.

Operations Manager

540.310.0139

540.310.4083

rickjr@burlesonfsi.com

Rick Burleson Jr., born in Alexandria VA on March 1st 1974, is the elder of Rick Sr. and Darlene’s two sons. After gathering 10 years of “real world” experience from his time working for a major electric utility, Rick Jr. has recently decided to apply himself to the family business.

As the Operations Manager, Rick’s responsibilities for Burleson Financial Strategies, Inc. include maintaining, monitoring and implementation of database and computer marketing projects. His day to day tasks include database management, computer operations and facility management.

He lives in Orange county Virginia on 12 acres with his wife, Stacy and daughters, Allie and Lainey. In his free time Rick, Jr is an avid outdoorsman, when he’s not enduro/motocross racing, he enjoys working on his property, hunting, heavy equipment, woodworking and boating.

Robin Southworth

Director of Client Development

540.310.0139

540.310.4083

Robin is a native of Virginia, born in Fredericksburg and grew up in Bowling Green. She received a Diploma with Honors from Pan American Business School and has studied at VA Tech and VCU.

She has broad knowledge of various types of businesses; i.e. start-up government subcontracting in engineering/manufacturing, health insurance, state government, and family-owned residential building construction. She also has a great understanding of family-owned small business as her father is self-employed. Having worked in these disciplines, including office management, human resources, and small business bookkeeping/accounting, enables Robin to work with people of varying backgrounds which is a big part of her job here at Burleson Financial Strategies, Inc.

As the Director of Client Development, Robin is responsible for establishing new client and strategic alliance relationships, as well as continuing to enhance existing customer relationships. Her day-to-day responsibilities for Burleson Financial include staying in contact with clients for ideas or reviews, providing clients with access to Rick Sr., servicing clients’ accounts and plan follow up.

Robin lives with her husband Randy in Bowling Green where she enjoys spending time with her son, daughter-in-law and grandson. In her free time, she enjoys singing in the church choir, playing piano, reading, biking, decorating, shopping, “hanging out” with her Dad (if she can catch up with him!!!) and traveling to visit her step-daughter, son-in-law and granddaughters in PA, as well as any other exotic locations (J) her husband may come up with!!!

Tootsie and Tassie are all grown up! And it’s a good thing because now they have a little sister to take care of… BFSI has a new addition and her name is Tini (center)! Along with keeping Tootsie and Tassy company at Darlene’s desk, Tini’s main duty is using her pointy ears to listen for the doorbell when clients come in.