Samuel A. Bruning

Financial Advisor, Portfolio Manager

Contact Me
Samuel A. Bruning

MY MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

My Story and Services

Welcome

Morgan Stanley serves many seasoned investors across the globe and is one of the nation’s leaders in wealth management.
Our firm’s resources and experience will help preserve and grow your wealth in today’s ever changing financial landscape.

In order to successfully achieve important financial objectives, it’s important to start with a thorough wealth strategy.
As your financial advisor, I can help construct a custom goals based wealth management plan for asset accumulation, income generation, or building a foundation for your retirement and legacy plan.

Services Include

  • 401(k) Rollovers
  • 529 Plans
  • Annuities
  • Asset Management
  • Cash Management
  • Certificates of Deposit
  • Estate Planning Strategies
  • Financial Planning
  • Lending Products
  • Life Insurance
  • Long Term Care Insurance
  • Planning for Education Funding
  • Planning for Special Needs Individuals
  • Professional Portfolio Management
  • Retirement Planning
  • Structured Products
  • Wealth Management

Securities Agent: AK, AR, CA, FL, GA, IL, NJ, NY, TN, TX; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1295554


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Experience

Experience

  • 2009-Present: Morgan Stanley
    Financial Advisor
    Portfolio Manager
    Stuart, Florida

  • 2004-2009: Wells Fargo Advisors
    Financial Advisor
    Stuart, Florida

Education

Education

  • Stetson University, 2000-2003, B.B.A. in Finance, DeLand, Florida
  • Martin County High School, 1996-2000, Stuart, Florida

Location

Location

  • 729 S W Federal Hwy Suite 300
  • Stuart, FL 34994


    Community Involvement

    Community Involvement

    Alumni Corporation of the Sigma Phi Epsilon Fraternity
    at Stetson University, Inc.
    President
    DeLand, FL

    M.E.'s Team Charitable Foundation, Inc.
    Board Member - Director
    Stuart, FL

    LEADERship Martin County - Class 21
    Member
    Stuart, FL

    Disney Institute - 2011
    Graduate

    American Mensa - Palm Beach County
    Member

    Hobe Sound Chamber of Commerce
    Chamber Ambassador

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact Samuel A. Bruning today.

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