Senior Vice President, Wealth Management, Financial Advisor, Family Wealth Advisor, Portfolio Management Director
Phone:
(601) 790-3308(601) 790-3308
The Sumner Group at Morgan Stanley
Direct:
(601) 605-4000(601) 605-4000
Our Mission Statement
Our mission is to guide families towards financial success through personalized solutions and a deep understanding of their unique goals and objectives.
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
The Sumner Group's Key Services
At The Sumner Group, we provide a wide array of services centered on your financial goals. We believe that identifying financial solutions begins with a solid understanding of each clients' situation, goals, objectives, and risk tolerance.
Estate Planning
Everyone has a unique vision for their legacy. We can review your estate planning strategies in an effort to preserve, manage, and distribute your assets during and after your lifetime, while helping to minimize taxation. This can help to achieve your legacy and assist those you care about the most to preserve your wishes while also balancing the needs of your entire family. Connect with us to learn more about your options and next steps.
Professional Portfolio Management
We study investment trends and leverage the global resources of Morgan Stanley to develop a personalized investment strategy. We'll develop a customized portfolio to help meet your requirements for growth, income, and wealth preservation within your risk constraints.
Wealth Management Tools
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Here are a few of the technologies we have to offer in order to help you manage your wealth more effectively.
Morgan Stanley Online & Mobile App
Morgan Stanley Online and allows clients to seamlessly and securely manage their investments and everyday finances in one convenient location.
Online Security Center
Morgan Stanley has built a leading cyber defense organization in-house, drawn from former senior professionals at government security agencies and the technology industry. We work nonstop around the globe to defend your digital assets and monitor the threat landscape on your behalf.
eAuthorizations
eAuthorizations allows you to approve transactions electronically and securely on Morgan Stanley Online and the Morgan Stanley Mobile App.
eDelivery
You shouldn't have to wait for important paperwork like statements, tax documents, or trade confirmations. With eDelivery, you'll get email notifications as soon as they're available on Morgan Stanley Online.
Location
1018 Highland Colony Pkwy
Ste 105
Ridgeland, MS 39157
US
Direct:
(601) 605-4000(601) 605-4000
Meet The Sumner Group
Phone:
(601) 605-3964(601) 605-3964
About John Sumner
John grew up in Winona, MS, and is an Ole Miss graduate. After college he spent 13 years working in various roles with Thomas Walker Lacey Stores. Ultimately, as the retail industry began to change, John chose to pursue a career in financial services—combining his business and management background with his genuine interest in investments and capital markets. He began his career as a Financial Advisor in 2000 with Smith Barney (which later became Morgan Stanley) and currently serves as Family Wealth Advisor, Portfolio Management Director and Senior Vice President. John has received the prestigious honor of being named to the Forbes Best-In-State Wealth Advisors list for 2024.
John and his wife “Bebe” have been married for over 25 years and have two children—Shelby and Bryan. He is a member of First Presbyterian Church in Jackson. When away from the office, John enjoys cycling, hunting, fishing and spending time with his family.
Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC for the period 6/30/22 - 6/30/23.
John and his wife “Bebe” have been married for over 25 years and have two children—Shelby and Bryan. He is a member of First Presbyterian Church in Jackson. When away from the office, John enjoys cycling, hunting, fishing and spending time with his family.
Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC for the period 6/30/22 - 6/30/23.
Securities Agent: KY, IL, MN, MA, DE, CO, TX, OR, NY, NC, DC, CA, AR, AL, WI, WA, VA, TN, WY, SC, MO, LA, MD, IN, HI, AZ, NJ, FL, AK, RI, KS, MS, MI, PA, GA; General Securities Representative; Investment Advisor Representative
About Bryan Sumner
Bryan Sumner is a Financial Advisor in Ridgeland MS, who, along with his father, John Sumner, commits to understanding and helping clients achieve their financial goals. Bryan strives to develop long-term client relationships by delivering personalized service to every client. He is focused on assisting individuals including business owners, entrepreneurs, executives and helping families.
Prior to his career at Morgan Stanley, Bryan worked as a CPA in public accounting for 3 years in Atlanta, GA. He worked on both private and public companies and served as a senior associate on year-end audits, quarterly reviews and EBP audits.
Bryan graduated from the University of Mississippi with a master’s degree in accountancy. Upon starting at Morgan Stanley in the summer of 2023, he passed the SIE, Series 7, and Series 66 exams.
He is a member of First Presbyterian Church in Jackson. When away from the office, Bryan enjoys golfing, hunting, exercising, and traveling for football games.
Prior to his career at Morgan Stanley, Bryan worked as a CPA in public accounting for 3 years in Atlanta, GA. He worked on both private and public companies and served as a senior associate on year-end audits, quarterly reviews and EBP audits.
Bryan graduated from the University of Mississippi with a master’s degree in accountancy. Upon starting at Morgan Stanley in the summer of 2023, he passed the SIE, Series 7, and Series 66 exams.
He is a member of First Presbyterian Church in Jackson. When away from the office, Bryan enjoys golfing, hunting, exercising, and traveling for football games.
Securities Agent: WY, AZ, IL, WI, TN, KY, TX, MN, LA, GA, FL, VA, OR, MA, MO, MS, KS, CA, AL, AK, DE, DC, PA, MI, AR, NC, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 2593836
NMLS#: 2593836
Contact John Sumner
Contact Bryan Sumner
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact The Sumner Group today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
