Myrle Simone joined Burt Wealth Advisors in 2007. She received a bachelor’s degree in business administration from Columbia College in 2014. Prior to joining Burt Wealth Advisors, Myrle worked as an Office Administrator with American Express Financial Advisors for 12 years where her duties included client service, preparing financial plans and office operations.

Myrle completed her CFP® education from the College of Financial Planning and passed the CFP® exam in 2020. Myrle is our expert in preparing detailed Retirement and Comprehensive Financial Plans for Burt Wealth Advisors clients. She is also part of our Client Services team and works closely with each advisor to follow up on client requests, answer client questions and prepare for meetings.

Myrle and her husband live in Falling Waters, West Virginia. Myrle enjoys reading, gardening, puzzles, traveling and spending time with their 2 grandsons.