George H. Burdick,  CFP<sup>&reg;</sup> - Financial Advisor

George H. Burdick, CFP®


First Vice President

Merrill Lynch

1700 West Park Drive suite 185, Suite 185
Westborough, MA 01581

Merrill Lynch

46 gilmore road
southboro, MA 01772
(508) 798-7242


George Burdick is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Merrill Lynch in Westborough, MA and the surrounding communities.

Financial Advisor Overview

My philosophy is "customer first" with an emphasis on unexpected additional services that clearly demonstrate a caring, attentive approach.



Financial Advisor Experience

More than 20 years of experience at Morgan Stanley and Merrill Lynch

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • Certified Investment Management Analyst (CIMA®)
  • Other - Masters Financial Planning Bentley

Insurance Licenses

  • Life insurance: MA, FL, NH
  • Health/disability insurance: MA, FL, NH
  • Fixed annuities: MA, Fl, NH
  • Variable annuities: MA, FL, NH

Broker-Dealer Affiliation

Merrill Lynch/Bank of America

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Banking, Asset Allocation, Corporate Finance, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Tangible Assets, Long-term Care, Sudden Wealth


Helpful Financial Planning Resources