Burd & Dalessandro Wealth Management

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Burd & Dalessandro Wealth Management
Team photo for Burd & Dalessandro Wealth Management

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Advisors

Advisor photo for Taylor Markee

Taylor Markee

CFP®, BFA, APMA®, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Taylor Markee's website
Advisor photo for Jason Dalessandro

Jason Dalessandro

CRPC, APMA®

Private Wealth Advisor

Visit Jason Dalessandro's website
Advisor photo for Zachary Burd

Zachary Burd

CFP®, CRPC, CLTC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Zachary Burd's website
Advisor photo for Randall Smith

Randall Smith

Branch Manager

Financial Advisor
Visit Randall Smith's website


Team

Heidi Jones

Heidi Jones

Registered Client Service Associate

Carla Tyce

Carla Tyce

Lead Registered Client Service Associate