Michael Brunner has over 25 years of professional experience as a Financial Advisor, all with the same firm. He brings great stability and continuity of process to each of his clients throughout the United States. As a former Marine Corps officer and a CERTIFIED FINANCIAL PLANNER™, Mr. Brunner provides a high level of leadership and comprehensive planning to each of his clientele. Throughout his career, Michael has worked with successful individuals and their families to develop comprehensive financial and investment planning strategies that seek to optimize the unique goals of each of his clients.
One area of deep understanding that Michael provides is in regards to the unique challenges business owners of privately held companies face every day. These challenges come from how to successfully grow their respective companies and the most appropriate way to accumulate sufficient personal wealth for life after business. Michael helps address issues such as financial and retirement planning, estate planning strategies, lending, education funding, and asset preservation and protection strategies. Another area of experience that Michael focuses on is related to the selling of an owner’s business. As this typically is the most important financial transaction in the life of a business owner, Michael and a successful team of professionals both inside and outside of Morgan Stanley work to maximize the probability of a successful sale for the owners and their families. Additionally, once a successful business exit takes place, Michael creates, implements, and monitors comprehensive wealth management strategies that seek to provide the financial resources for the owners and their loved ones throughout the next chapter of their lives.
Services Include
- Alternative Investments
- Asset Management
- Business Succession Planning
- Corporate Cash Management
- Corporate Retirement Plans
- Estate Planning Strategies
- Lending Products
- Philanthropic Services
- Retirement Planning
- Wealth Management
Securities Agent: VT, TN, OK, NJ, HI, CA, AL, SC, AR, MT, PR, NH, AZ, UT, NY, MN, MI, MA, LA, IN, IL, DC, NM, ID, GA, FL, CT, CO, TX, SD, NV, ME, KY, KS, DE, OH, MD, IA, RI, PA, NC, MO, WY, WI, WA, VA, OR, MS; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1285355