With more than 12 years of experience in the financial services industry, Winnie was previously First Vice President of Wealth Management, Senior Investment Management Specialist, and Lead Financial Advisor for the Sun Group at Morgan Stanley Smith Barne
Services Provided by Winnie Sun
Financial Planning, Investment Management, Estate Planning, College Planning, Retirement Planning, Charitable Giving, Annuities, Lending Services, Life Insurance, Term Life Insurance, Disability Insurance, Long Term Care Insurance, Estate and Trust Taxes
Specialties:Family and Business Comprenhensive Financial Planning Strategoes. Human Resources Partner. Corporate 401k, Equity Compensation, Stock Options/RSUs/SARs, Defined Benefit/Contribution, Pension, SEP, Simple IRAs, Deferred Compensation Plans.
Background Information for Winnie Sun
- University of California Los Angeles
2006 — Barron's Invitation: Top Women Financial Advisors Conference (From inception 2006 until present)
Previous Work Experience
Founding Partner Sun Group Wealth Partners
2011 — Present+ All Work Experience
First Vice President Morgan Stanley Smith Barney
2009 — 2011
First Vice President - Wealth Management Smith Barney
1999 — 2011
Recently Answered Questions by Winnie Sun
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Reviews of Winnie Sun
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Winnie and her group has been taking care of my investments since 2000. She knows which products will work best for a particular individuals situation and tailor a personalized program. She has an innate sense of the market and doesn’t he ...
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Services: Investments, College Savings
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