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Summer Burleson

Financial Planning Intern @Ameriprise Financial Services, LLC

Fort Worth, TX, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2024 — Present

Financial Planning Intern @Ameriprise Financial Services, LLC

Bedford, TX, US

As an intern at Momentus Wealth Management, I assist with financial planning, portfolio management, and client service. I support the team by conducting research, analyzing data, and helping develop personalized financial strategies for clients. This role allows me to gain valuable experience in wealth management and expand my skills in finance and client relations.

EDUCATION

2022 — 2025

Texas Christian University

Bachelor of Business Administration - BBA

ABOUT SUMMER BURLESON

Hello! I’m Summer Burleson, a cum laude graduate of Texas Christian University, where I…

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Summer Burleson — Financial Planning Intern at Ameriprise Financial Services, LLC in Fort Worth, TX, US | Unifers