Westlake Private Wealth Management

CONNECT

Address:

200 N. WESTLAKE BLVD., SUITE 202
Westlake Village, CA 91362

Phone:

818-436-6800

Fax/Other:

818-436-6804

Meet Janet

Janet Burnett

Senior Registered Account Administrator

Phone: 805-436-6961

Fax: 818-436-6804

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Professional Details

  • 20+ years investment experience
  • BA, Political Science and Business Administration- Ramapo College of New Jersey
  • Affilliated with Wells Fargo Advisors Financial Network since April, 2016
  • Formerly Portfolio Associate with Morgan Stanley, Senior Registered Client Service Associate with Merrill Lynch, Sales Assistant with AG Edwards and Sales Assistant with Edward Jones
  • Series 7, 31, 63, 66 registrations, variable annuity and life insurance licensed

I was born and raised in the beautiful state of New Jersey. As a kid growing up, I was always outdoors. I played softball throughout my youth and acquired my love of gardening and flowers from my dad. I earned my Bachelor of Arts Degree in Political Science and Business Administration from Ramapo College of New Jersey. After graduating, I took a position with an upstart airline which led to my move to California at the age of 24. It was a great change from the snow and the cold but I always thought that I would return to my family and friends back home. That all changed when I met my future husband Rick. We married and had two daughters, Caitlin and Stevie and I never moved back to N.J.

I began my career in the financial services industry in 1995 while living in Lake Tahoe. We moved to Thousand Oaks in 1998 where we raised our children, and still reside with our dog Stella. I spent the bulk of my career with Morgan Stanley where I earned my securities registrations and insurance license. I have worked with Matt Morrison for the past 11 years, servicing our clients’ needs and establishing solid, trusted relationships. We joined Westlake Private Wealth Management in 2016 and we love being a part of a small office. I really enjoy the personal relationships we build with our clients, getting to know their families and their interests.

In my spare time, I like to garden, hike, and read. I enjoy walking my dog and spending time with my family and friends. I have recently taken up the sport of pickleball and play a few times a week. I also am a football fan and still root for my NY Giants!

dog pic
Ramapo College of New Jersey
Janet and Friend

[[Member Agent]] is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of [[agent states in which licensed]]. No insurance business may be conducted outside of these states referenced.

[[Member Agent]] is a Financial Advisor offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser, in the states of [[agent states in which licensed]]. As such, these services are strictly intended for individuals residing in the states referenced.

[[Member Agent]] is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of [[agent states in which licensed]]. No offers may be made or accepted from any resident outside the specific states referenced.

[[Member Agent]] is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

[[DBA Name if applicable. Delete this section if no DBA]] is not owned or operated by NYLIFE Securities LLC or its affiliates.

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