Tracy Burke (CFP®, ChFC®)

Tracy Burke focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

Planning Specialties

Tracy leads Conrad Siegel’s consulting practice specializing in investment management and financial planning. He is one of the firm’s top investment minds and works with individual investors, foundations, endowments and trusts to maximize investment potential.

Tracy plays an important role in leading the investment industry as an influential thinker appearing in print and media often. He has been invited to Fox 43 Morning News over forty times to provide his financial opinions to viewers. Tracy has also been a guest multiple times on several radio programs including WITF radio Smart Talk and SiriusXM Your Money. Tracy has written articles for The Patriot News and Financial Advisor IQ  and has been quoted in the Wall Street Journal, Kiplinger’s Personal Finance, Money Magazine, US News and World Report and Investment News. He has earned two of the financial industry’s top credentials: Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) accreditations.

Additional Information

Affiliations & Activities





·        Chartered Financial Consultant® Professional

NAPFA Start Date

February 25, 2013


This Office

999 Vanderbilt Beach Rd Ste 200 Naples, FL 34108-3512 Phone: (239) 325-1866