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My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
Services
- Financial Planning
- Fixed Income
- Foreign Exchange
- Stock Option Plans
- Municipal Bonds
- Professional Portfolio Management
- Exchange Traded Funds
- 401k Rollovers
- Annuities
Education and Licensing
- Masters Degree - Economics, 1994
Wuhan University
Wuhan, China - Bachelors Degree - Economics, 1992
Wuhan University
Wuhan, China
Honors and Recognition
- Qiumei Sun is a CERTIFIED FINANCIAL PLANNER (CFP) professional. She is currently a member of Pacesetter's Club within Morgan Stanley*, membership designed to honor and recognize the achievements of the firm's top investment advisors.
Business Experience
- Morgan Stanley*
Associate Vice President, CFP
Portfolio Manager
Financial Advisor
California - International Monetary Fund
Economist
Beijing, China - State Administration of Foreign Exchange
(China's equivalent of FED)
Deputy Division Chief
Capital Markets Division, Senior Economist
Beijing, China
Bulletin Board
You can access your investment accounts by clicking on Log In To Your Portfolio.
Contemplating retirement? Rolling over a 401(k)? Have IRA Rollover questions? Let us help. Please call or email us.
Please contact us for a complimentary portfolio review.
Qiumei Sun is licensed in the following state(s):
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
This 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: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
Awards Disclosures
