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Bruner Stephenson

Associate Advisor

Born and raised in Dothan, AL. I earned my Finance and Political Science degree from Auburn University after moving to Birmingham.

I went on to work with Morgan Stanley for several years and was later transferred to the World Trade Center where I worked and trained as a retirement and income planning specialist. After several years there I moved back to Birmingham and worked as the Planning Specialist for the state.

After many years with Morgan Stanley, I transitioned to the bank channels where I specialized in retirement and income planning.

With over 17 years in the retirement planning industry, my primary focus is to help families reach their retirement goals. I currently hold an insurance, Series 7, Series 63, and Series 65 license.

When I'm is not in the office helping clients, I enjoy volunteering for the animal rescue, golfing, fishing, or watching college
football.

EDUCATION

I graduated from Auburn University with a Finance Degree and a Minor in Political Science.

EXPERIENCE

17 years in the financial industry. I've worked as a Retirement Specialist for most of the 17 years in both, banking and financial advising firms.

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at (850) 243-7799

  • 1

    DISCOVER


    Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

  • 2

    EVALUATE


    Using the Cherry Wealth Advisors Blueprint process, we’ll examine your current financial situation, and determine your retirement needs.

  • 3

    PLAN


    Receive a custom strategy to help you reach your unique retirement goals.

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