Kaelyn Bruno has more than a decade of financial industry experience. She joined EP Wealth Advisors in 2022. In Kaelyn’s previous role at Morgan Stanley Private Wealth Management, her responsibilities included client service and operations for ultra-high net worth and institutional investors. Kaelyn loves meaningful collaboration and using those skills to help advisors work with clients to achieve their financial goals. Committed to looking at the bright side in any situation, she finds inspiration in art, photography and environmental advocacy—which she supports as a member of the Surfrider Foundation’s Long Beach Chapter. In her spare time, Kaelyn also enjoys spending quality time in nature with her family and friends.
California State University, Long Beach, B.A., Communication and Media Studies