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Samuel B
Series 66
Port Saint Lucie, FL
Southern Magnolia Investment Management LLC
Samuel Bruning is the sole advisor at Southern Magnolia Investment Management LLC in Port Saint Lucie, FL, holding a Series 66 designation with 21 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Wells Fargo Clearing. Outside of his advisory work, he holds several nonprofit leadership positions including treasurer roles and board memberships, and runs a small sports memorabilia business. Southern Magnolia provides discretionary investment management and financial consulting to individuals, high-net-worth individuals, trusts, estates, and other registered investment advisers. The firm employs a fundamentals-driven, long-term approach utilizing mutual funds, ETFs, equities, bonds, and occasional alternative investments or options, with customized portfolio construction and ongoing supervision tailored to client objectives.
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