Morgan Summers

About Morgan Summers

Advising my clients on financial matters is more than a job for me - it\'s a passion. I am fortunate to possess the tools and skills that have the potential to impact people’s outlook and ability to help build and sustain wealth. My upward trajectory in my financial growth is attributed to me being a product of wealth creation. I inherited the financial knowledge from my hardworking parents from the early age of 5. Growing up, my parents were intentional on teaching me the value of working hard, saving, investing wisely, and creating multiple incomes, and most importantly, the roadmap to build wealth. From those lessons, that was the invaluable wealth I inherited. My parents grew up in rural South Carolina, and began their investment journey at the age of 23! They were visionaries and planners, but they had to learn from trial and error. They knew for a fact that they didn\'t want me to have to make the same sacrifices and mistakes, so they taught me along their journey how they built sustainable wealth and how they protected it too. I am glad to have been part of their journey since I watched them grow their portfolio from nothing to acquire real estate, private equity, franchises and personal startup businesses to mention a few. This solidified my foundation as a financial advisor. As a financial advisor, I strive to provide the pathway to financial freedom to heirs who come into sudden wealth, millennial entrepreneurs, and women decision makers, and professional and college athletes. I am committed to helping my clients create sustainable wealth that lasts over their lifetime and for generations to come. I provide comprehensive market insights on diverse investment options and guide them in navigating the often complex financial choices. I seek to break down the myths surrounding wealth creation and set my clients on a path towards financial freedom.I have had the luxury of time to apply and test the principles and mechanisms of financial investments. Whether your goal is to have a good retirement plan or have financial confidence and more clarity with your personal finances, I will set you up on a road map to help reach your financial destination and support you to gain financial freedom. My slogan:~ I am experienced in finance and invested in YOU ~Website: M••••••••@RaymondJames.com

Experience

1. Client Affairs Manager

   Signify Wealth

   Apr 2023 — Present

Education

• Rhodes College

  Bachelor of Business Administration - BBA, Finance, General

  2015 — 2019