Joseph Burrows, CRPC™

Joseph Burrows serves as an Assistant Vice President and Assistant Relationship Manager for OpenArc, supporting high‑net‑worth individuals, families, and foundations in the delivery of comprehensive wealth management solutions. In this role, he collaborates with advisors and clients across a broad range of activities, including portfolio analysis, investment reporting, client onboarding, and ongoing relationship management. He is actively involved in asset allocation analysis, risk management, and the preparation of client‑facing investment and planning materials. His work is marked by a strong attention to detail, responsiveness, and a commitment to delivering an exceptional client experience across multiple custodians and complex account structures.

Joseph earned a Bachelor of Science in Mathematics with a minor in Accounting from Georgia Southwestern State University. He holds the FINRA Series 7 and Series 66 registrations, along with the Chartered Retirement Planning Counselor™ (CRPC®) designation.

Outside of the office, Joseph enjoys spending time with friends and family, hiking, antique hunting, and cooking.