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. She believes it is vital to take time to understand clients’ goals and concerns, and develop a meaningful relationship with transparency, for client confidence.
Sunny began her career in the financial services industry in 2008, is a Certified Private Wealth Advisor® (CPWA®) 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 resides in Pine Township with her husband and son, and their two dogs. 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 CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.