Broker Check
Beau Burns, CFP®, CPWA®

Beau Burns, CFP®, CPWA®

Family Wealth Advisor | Vice President

Beau began his career in wealth management at Baird in 2014. He is a proud graduate of Wake Forest University, where he majored in English and minored in French and Film Studies. Beau also earned a Master of Arts in Education at WFU, making him a Double Deac.

Beau's focus is helping successful families navigate the challenges and complexities that accompany significant wealth. This involves planning in a number of areas, including investments, tax, legacy, and family dynamics. Often, the need for this kind of advanced planning stems from the sale of a privately-held business, an inheritance, or lucrative equity compensation. Beau takes a highly consultative approach to his practice, working closely with clients and coordinating services with subject matter experts.

Beau earned his CFP® certification in 2017 and his CPWA® certification in 2022. He also holds a Master of Science in Personal Financial Planning through the College for Financial Planning. His research on retirement planning has been featured in The Journal of Financial Service Professionals, and he regularly publishes articles on his blog, Beau Knows. He currently serves on the board of the Estate Planning Council of Winston-Salem.

Outside of work, Beau spends most of his time with his beautiful wife and three children. Not one to sit in front of a screen any more than he has to, Beau enjoys playing golf, running, and staying active.