Sam Bruner - New Orleans, LA

Sam Bruner is a graduate of Florida State University with a degree in Finance and Accounting. Sam brings more than a decade of investment account management experience from several of the largest financial institutions to the BankPlus Wealth and Trust Services Group. He has also obtained the Certified Investment Management Analyst (CIMA) designation from the University of Pennsylvania, Wharton School of Business. Sam provides guidance related to investment management, trust, financial planning and retirement plan administration.