Brandon Sumner, Cfp®

Brandon Sumner, Cfp® Email and Phone Number

CERTIFIED FINANCIAL PLANNER®* | Assistant Vice President | Business Development Associate | The Pelican Bay Group Wealth Management at Morgan Stanley @ Morgan Stanley Wealth Management
New York City Metropolitan Area
Brandon Sumner, Cfp®'s Location
New York, New York, United States, United States
Brandon Sumner, Cfp®'s Contact Details

Brandon Sumner, Cfp® work email

Brandon Sumner, Cfp® personal email

n/a
About Brandon Sumner, Cfp®

My role consists of the construction and implementation of goals-based financial plans and investment proposals for clients, investment and portfolio management, third-party manager due diligence, prospect outreach and operations, internal data report creation, and, most importantly, helping service our clients as a liaison between them and our Financial Advisors. Check out our team: Website - https://advisor.morganstanley.com/the-pelican-bay-group-wealth-management

Brandon Sumner, Cfp®'s Current Company Details
Morgan Stanley Wealth Management

Morgan Stanley Wealth Management

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CERTIFIED FINANCIAL PLANNER®* | Assistant Vice President | Business Development Associate | The Pelican Bay Group Wealth Management at Morgan Stanley
New York City Metropolitan Area
Employees:
501
Company phone:
(212)761-4000
Brandon Sumner, Cfp® Work Experience Details
  • Morgan Stanley Wealth Management
    Morgan Stanley Wealth Management
    New York City Metropolitan Area
  • Morgan Stanley
    Assistant Vice President | Business Development Associate
    Morgan Stanley Jan 2021 - Present
    New York, Ny, Us
    © 2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy.Brandon Sumner may only transact business in states where [he/she] is registered or excluded or exempted from registration [http://brokercheck.finra.org/Search/Search.aspx]. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Brandon Sumner is not registered or excluded or exempt from registration. Designations and/or awards are not indicative of Brandon Sumner past or future performance. No fee is paid in exchange for any award. The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html.For more information on the designation(s), go to https://advisor.morganstanley.com/the-pelican-bay-group-wealth-management*This role cannot solicit or provide investment advice.
  • Morgan Stanley
    Virtual Engagement Associate - Team Lead
    Morgan Stanley Aug 2020 - Dec 2021
    New York, Ny, Us
  • Morgan Stanley
    Virtual Engagement Associate
    Morgan Stanley Oct 2019 - Aug 2020
    New York, Ny, Us

Brandon Sumner, Cfp® Skills

Leadership Collaborative Problem Solving Social Media Public Speaking Time Efficient Quick Learner Digital Strategy Budgeting And Forecasting Build Strong Relationships Reporting And Analysis Verbal Communication Self Confidence Event Planning Finance Digital Marketing Microsoft Word Financial Statement Analysis Microsoft Excel Time Management Customer Service Financial Analysis Social Media Marketing Teamwork Financial Reporting Financial Statements Research General Ledger Written Communication Planning Budgeting And Forecasting

Brandon Sumner, Cfp® Education Details

  • State University Of New York At Oswego
    State University Of New York At Oswego
    Finance

Frequently Asked Questions about Brandon Sumner, Cfp®

What company does Brandon Sumner, Cfp® work for?

Brandon Sumner, Cfp® works for Morgan Stanley Wealth Management

What is Brandon Sumner, Cfp®'s role at the current company?

Brandon Sumner, Cfp®'s current role is CERTIFIED FINANCIAL PLANNER®* | Assistant Vice President | Business Development Associate | The Pelican Bay Group Wealth Management at Morgan Stanley.

What is Brandon Sumner, Cfp®'s email address?

Brandon Sumner, Cfp®'s email address is br****@****ley.com

What schools did Brandon Sumner, Cfp® attend?

Brandon Sumner, Cfp® attended State University Of New York At Oswego.

What skills is Brandon Sumner, Cfp® known for?

Brandon Sumner, Cfp® has skills like Leadership, Collaborative Problem Solving, Social Media, Public Speaking, Time Efficient, Quick Learner, Digital Strategy, Budgeting And Forecasting, Build Strong Relationships, Reporting And Analysis, Verbal Communication, Self Confidence.

Who are Brandon Sumner, Cfp®'s colleagues?

Brandon Sumner, Cfp®'s colleagues are Meera Behera, Rohit Luhadia, Charles Ramser, Shailesh Mundhada, Kristen Jarema, Joe Aschenbrand, Eric Grossjung.

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