Why Choose Wealth Management?
Expertise
Our team of insurance professionals has well over 50 years of combined experience in the industry. We have the knowledge and expertise to provide you with the best insurance solutions for your unique needs.
Meet our Financial Advisors & Specialists
Bruner Stephenson
Born and raised in Dothan, Alabama, Bruner moved to Birmingham where he earned his finance and political science degrees from Auburn University. After graduating from college, Bruner went on to work with Morgan Stanley for several years as a financial advisor.
After many successful years there, he was promoted to the World Trade Center where he worked and trained as a retirement and income planning specialist. When his contract there ended, he moved back to Birmingham and worked as the planning specialist for Morgan Stanley in the state of Alabama.
Bruner had the opportunity to expand his knowledge and experience by working closer with his community through bank channels. There, he specialized in retirement and income planning and was able to help families get closer to meeting their retirement goals.
After being in Alabama for most of his life, Bruner decided to move when he was offered an opportunity to join the Cherry Wealth Advisors team in Florida as a retirement planning specialist.
With over 30 years in the retirement planning industry, Bruner's primary focus is in assisting families to and through retirement with confidence. He currently holds an insurance license along with Series 7, Series 63, and Series 65 licenses and consistently continues his education to stay current with the financial and economic landscape.
Bruner is an avid animal lover, so when he's not in the office helping clients, he enjoys volunteering for the animal rescue center. Bruner also enjoys golfing, taking the boat out fishing and attending the occasional Auburn game.
Shane Webb
Shane was born and raised in Chattanooga, TN where he earned his business administration degree from Bryan University. He was in law enforcement until retiring and moving to FL where he received his license to help families with Insurance and Annuities. Shane has been working in the financial industry since 2017.
You can find Shane enjoying the rodeo or at the beach surfing when he's not helping people retire with confidence.