M. Alex Burns
M. Alex Burns

Advisor
Director of Advisory
Investment Committee Member

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M. Alex Burns, CFP®

Alex is primarily responsible for helping clients build out their financial plans and manages Synergy’s team of advisors. He enjoys helping clients adapt to their family’s or business’ changing needs to attain long-term financial freedom. In 2021, Alex received a CERTIFIED FINANCIAL PLANNER® certification, a standard of excellence in financial planning. As a CFP® professional, Alex is committed to act as a fiduciary in protecting the best interests of the practice's clients. In 2025, Alex was named to the Forbes Best-In-State Wealth Advisors list.

Alex began his business career as a sales account manager for Symantec Corporation and its subsidiary Veritas. He earned a bachelor's degree in communications from Michigan State University.

Alex and his wife Emma reside in Orlando, Florida. They enjoy their time on the water in the Sunshine State, kayaking, boating and at the beach. Alex also plays golf and tennis and is an avid MSU football fan.