Skip to the content Log In Wealth > Team Our Wealth Advisors The Wealth Advisors at Burke & Herbert Wealth Management can help you create and manage a financial plan to grow your wealth during your prime earning years, develop a retirement plan that will help ensure you have the income you need for as long as you live and manage the resources you’ve built for retirement once you retire. And our experts at Burke & Herbert Trust Services will help you develop a plan to preserve assets and to manage those assets if you cannot do so yourself. Schedule an Appointment CALL: 703-684-1655 FIND A BRANCH Chris Talbert, CFP® Wealth Advisor Mauricio Perea, CFP®, CFA® Wealth Advisor Travis Clarke, CFP® Wealth Advisor Jay Smith, CFP® Wealth Advisor Check the background of the investment professionals associated with this site on FINRA’s BrokerCheck. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/ SIPC). Insurance products are offered through LPL or its licensed affiliates. Burke & Herbert Bank and Burke & Herbert Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Burke & Herbert Wealth Management and may also be employees of Burke & Herbert Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Burke & Herbert Bank or Burke & Herbert Wealth Management. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency • Not Bank Guaranteed • Not Bank Deposits or Obligations • May Lose Value The LPL Registered Representatives associated with this site may discuss and/or transact securities business only with residents of the following states: AL, AK, AZ, CA, CO, DC, DE, FL, GA, IL, MA, MD, ME, MO, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WV. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Services PERSONAL BUSINESS WEALTH About Us NEWSROOM CAREERS FDIC COVERAGE PRIVACY NOTICE Customer Service SECURITY CENTER LOCATIONS ORDER CHECKS FAQS BANK HOURS & HOLIDAYS CONTACT US Join Our Team Explore Careers Facebook Facebook Twitter Twitter LinkedIn LinkedIn Customer Contact Center: 703-684-1655 info@burkeandherbertbank.com Bank Routing Number: 056001066 © Copyright 2021 Burke & Herbert Bank. All Rights Reserved.