Sunny works with high-net-worth individuals, families of multi-generational wealth, and business owners, to provide comprehensive wealth management services. She collaborates with the clients’ trusted network of advisors and develops customized strategies, which focus on estate and trust planning, tax planning, family governance and education, and succession planning for business owners.
Sunny began her career in the financial services industry in 2008, is a Certified Private Wealth Advisor® (CPWA®) professional, an Accredited Portfolio Management Advisor™ (APMA®) professional, and holds the Certified Exit Planning Advisor™ (CEPA®) designation. Prior to joining Shorebridge Wealth Management, she was a Senior Wealth Advisor at a private wealth management firm, and Vice President and Senior Wealth Manager at BNY Mellon Wealth Management.
Sunny is active in the M&A community and currently serves as Vice-Chair of the Alliance of Merger and Acquisition Advisors (AM&AA) Virtual Chapter, as well as Co-Chair of the AM&AA Pittsburgh Chapter. In her free time, she enjoys traveling, outdoor activities, movies, and reading.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®” and “Certified Private Wealth Advisor®”. Use of the CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for wealth advisors.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. Raymond James is not affiliated with the organizations mentioned.