Sunburst Financial Employee Directory

Sunburst Financial corporate office is located in 600 Vestavia Pkwy Ste 100, Vestavia, Alabama, 35216, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Finance

C-Suite

Operations

Legal

Sales

Key Employees of Sunburst Financial

MM
Matthew Morris
Partner, Chief Investment Officer
PhoneEmail
BR
Barry Rhea
Partner, Chief Compliance Officer
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Sunburst Financial Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Sunburst Financial

Hundreds of professionals searching for Sunburst Financial have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

BR
Barry Rhea
Email Direct
Partner, Chief Compliance Officer
United States , Alabama , Vestavia

RM
Randy Martin
Email Direct
Partner, Founder
United States , Alabama , Vestavia

TL
Taylor Lane
Email Direct
Director, Investor Relations
United States , Alabama , Vestavia

MM
Matthew Morris
Email Direct
Partner, Chief Investment Officer
United States , Alabama , Vestavia

BH
Blair Herrington
Email Direct
Director, Client Planning
United States , Alabama , Vestavia

JW
Jonathan Winzeler
Email Direct
Managing Partner
United States , Alabama , Vestavia

SG
Suzie Gonzalez
Email Direct
Administrator
United States , Alabama , Vestavia

BS
Bedford Smith
Email Direct
Director of Insurance
United States , Alabama , Vestavia

JF
Joseph Ford
Email Direct
Managing Director, Investments
United States , Alabama , Vestavia

Former Employees at Sunburst Financial

Explore people who held key positions, contributed to Sunburst Financial's success, and advanced their careers.

Jd McDurmont

Mergers & Acquisitions... at Optics Capital Advisor...

Worked as Financial Analyst

at Sunburst Financial (2015-2017)

Direct

Claire Carter

Senior Relationship As... at Balentine

Worked as Paraplanner and Advisor Associate

at Sunburst Financial (2017-2020)

Direct

Wil Barton

Chief Compliance Offic... at Cardinal Wealth Adviso...

Worked as Financial Advisor & Portfolio Manager

at Sunburst Financial (2019-2020)

Direct

Mask Content

Regional Account Execu... at Collateral Educator Se...

Worked as Financial Advisor

at Sunburst Financial

Direct

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Frequently Asked Questions Regarding Sunburst Financial Employees

How many employees does Sunburst Financial have?

Sunburst Financial has 1-10 employees

Who are Sunburst Financial key employees?

Some of Sunburst Financial key employees are Matthew Morris, Barry Rhea

Where is Sunburst Financial located?

Sunburst Financial’s headquarters are located at 600 Vestavia Pkwy Ste 100, Vestavia, Alabama, 35216, United States

How do I contact Sunburst Financial?

Sunburst Financial Contact Info: Phone number: (205) 823-4949 Website: www.sunburstfinancial.com

What does Sunburst Financial do?

Sunburst Financial specializes in financial planning, retirement solutions, and investment management. They focus on narrative planning, emphasizing the importance of client storytelling to create personalized financial strategies. Their services are designed to help clients articulate their financial goals and align their investments with their li... Read More

Is Sunburst Financial a public company?

Sunburst Financial is private company therefore does not currently have an official ticker symbol

See more information about Sunburst Financial Employees