Autumn Buracker Yamamura

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About Autumn Buracker Yamamura

Deeply influenced by her parents and grandparents, who taught her the power of financial independence and the importance of a strong work ethic, Autumn is dedicated to making a significant impact on the lives of her clients and their families by helping them plan and prepare for all of life's transitions. Autumn has over twenty years of experience in the Financial Services Industry, beginning her career as a Financial Advisor in 1996 for Morgan Stanley Wealth Management. She has held a variety of positions at the firm including: Financial Advisor: Branch Manager, Regional Business Services Officer, and Regional Business Development Manager. She was one of the first Vice Presidents in Banking & Lending Services and was awarded the title of Senior Vice President in 2011. Autumn was named to the 2015 MAKERS class, an award that honors women leaders within the firm and the industry.

Autumn also holds the Morgan Stanley Family Wealth Advisor (FWA) designation. In attaining the FWA designation, she completed an accreditation program focused on the skills needed to deliver comprehensive, family-centric wealth management advice and services.

Autumn also serves on the National Diversity & Inclusion (D&I) Alumni Council for Morgan Stanley and previously chaired the Business Development Committee for the D&I Council.

She and her husband Eugene make their home in Holly Springs NC, with their children: daughter Noah- Bell, born in 2007, joined by son R-JAY in 2009. Active in their church, the family also participates in a variety of activities - basketball, baseball, and soccer. They also enjoy entertaining and hosting game nights for family and friends.

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General Information

Firm Start Year

2021

CRD#

2779252

Firm CRD#

14977

Insurance License#

695192

Name of Broker/Dealer

Morgan Stanley

States Licensed in

NC, MO, MD, CA, CO, FL, GA, IL, KS, VA, PA, MA, WA, TX, NY, DC, GA, OR

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Investment Clubs, Businesses

Advisory Services Provided

Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Financial Planning for Individuals, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 9, Series 10, Series 31, Series 63, Series 65

Insurance and Annuity Licenses

Variable Life, Annuity, Health, Life, Variable Annuity, Long Term Care

Compensation and Fees

Fee Structure

Fee-Based

Fee % Based on Assets

Education

MBA - Business

Salisbury State University
1994 -1996

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Paladin Research Report For:

Morgan Stanley