Dallas Brewer

Director of Retirement Services

Role: Director of Retirement Services at Cummings Wealth Management Group
Location: Charleston, SC, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Director of Retirement Services
Cummings Wealth Management Group
Jun 2023 — Present · Charleston, SC, US
Securities and advisory services offered through Commonwealth Financial Network®, member / a Registered Investment Adviser. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: Wealth Management Group1275 Ben Sawyer BoulevardMt. Pleasant, SC 29464P (84••••••98

Education

The American College of Financial Services
ChFC® (Chartered Financial Consultant)
2008 — 2012
The American College of Financial Services
RICP® (Retirement Income Certified Professional)
2015 — 2016
Clemson University
Bachelor of Science, Accounting
2002 — 2006
The American College of Financial Services
CFP® (Certified Financial Planner)
2016 — 2016

Skills

401k Rollovers
Wealth Accumulation
Retirement Planning
Equity Indexed Annuities
Financial Analysis
Financial Services
Long-Term Care
Fixed Annuities
Risk Management
Iras
Buy-Sell
Traditional Ira
Investments
Retirement
Disability Insurance
Pensions
Retirement Plan Consulting
Retirement Income Strategies
Series 63
Permanent Life Insurance
Protection Planning/Family Security
Financial Advisory
Sales
Guaranteed Lifetime Income
Wealth Management
Investment Advisory
Investment Management
Variable Annuities
College Savings Plans
Money Management
Insurance

Contact information

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Work email
•••••@cummingswealth.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Cummings Wealth Management Group

Financial Services · 14 employees · Founded 1990 · Mount Pleasant, South Carolina, United States

Founded in 1990 by our President, Bobby Cummings, CWMG serves both individual wealth management & retirement plan clients. We stand for integrity, professionalism, & controlling the controllable. We believe that advising clients, without first understanding their full financial picture & coordinating necessary planning, is taking a short cut. We firmly believe our clients should never take short cuts with one of the most important pieces of their lives. We are proud to serve as our clients’ advocate. At CWMG, we engage in a no-stone-unturned approach to planning, serving as your financial coach, advisor & quarterback. Our team offers coordination with your team of outside advisors when appropriate (attorneys, CPA, insurance advisor, etc.) so that your complete financial picture is handled with care. Our team is dedicated to serving your unique needs. For retirement plan clients, our focus is to educate employees and take care of the Plan Sponsor. It is our job to deliver a retirement plan that helps plan sponsors demonstrate the true value of the benefit they are offering to their employees. Our team feels fortunate to serve individuals & businesses who want to secure their future & achieve their goals. We strive to provide confidence to busy people who are successful in their own lives & businesses, but who may lack the confidence or the time to fully understand the myriad financial threats & opportunities they need to proactively address. This communication is strictly intended for individuals residing in the states of AL,AZ,GA,FL,IL,IN,MA,MN,NC,NM,NY,OH,SC, & VA. No offers may be made or accepted from any resident outside these states due to various state regulations & registration requirements regarding investment products & services. Securities and advisory services offered through Commonwealth Financial Network, Member a Registered Investment Adviser. Please review our Terms of Use here:

cummingswealth.com

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Experience

Director of Retirement Services

Education

The American College of Financial Services

The American College of Financial Services

Clemson University

The American College of Financial Services

Skills

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