Merrick G. Burleson, Sr.
President and Financial Adviser
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 with LPL Financial (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 LPL Financial. 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 access to an independent 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.