Sumner Colohan
Wealth Management Advisor
- Role
- Financial Advisor at Merrill Lynch
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Sumner Colohan
I am a Financial Advisor with the KAL Wealth Management Group, a nationally accomplished financial advisory team based in Cincinnati, Ohio and Chicago, Illinois. Our team operates with a single goal: to make you and your family\'s financial goals possible.At the KAL Group, we provide our clients with a high quality, personalized wealth planning experience founded on exceptional service, professionalism, and reliability. We strive to help clients preemptively prepare for life\'s uncertainties and complexities in a manner that is easily understood. Through a repeatable process, clear communication, and a committed team of high-performance members, we ensure that our clients receive the assistance they need quickly and efficientlyI graduated from Rice University in Houston, Texas, with B.A. degrees in Economics, Business, and Management. I was the Vice President of Rice University\'s Investment Fund during my time as an undergraduate. Financial stability is the cornerstone of a prosperous life and I believe that everyone deserves the chance to build a fortune for themselves and their family.
Experience
Financial Advisor
Sep 2023 — Present
Education
Indian Hill High School
High School
2015 — 2019
Rice University
Bachelor's Degree
2019 — 2023
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