Brandon Sumner, Cfp® Email and Phone Number
Brandon Sumner, Cfp® work email
- Valid
Brandon Sumner, Cfp® personal email
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
Morgan Stanley Wealth Management
View- Website:
- morganstanley.com
- Employees:
- 501
- Company phone:
- (212)761-4000
-
Morgan Stanley Wealth ManagementNew York City Metropolitan Area -
Assistant Vice President | Business Development AssociateMorgan Stanley Jan 2021 - PresentNew 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. -
Virtual Engagement Associate - Team LeadMorgan Stanley Aug 2020 - Dec 2021New York, Ny, Us -
Virtual Engagement AssociateMorgan Stanley Oct 2019 - Aug 2020New York, Ny, Us
Brandon Sumner, Cfp® Skills
Brandon Sumner, Cfp® Education Details
-
State University Of New York At OswegoFinance
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.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial