I’m a relationship-driven financial advisor helping individuals, families, and business owners align their wealth with what matters most. My approach is personal, goal-based, and grounded in trust—I believe wealth planning isn’t just about numbers, it’s about people. I specialize in retirement income strategies, value and growth equity portfolios, tax-efficient investing, and long-term growth and sustainability planning, leveraging advanced tools like eMoney to deliver tailored scenarios and solutions. Whether you’re building your wealth or ready to live off it, I guide you through the strategies- and the emotions- that come with major financial decisions. I work alongside my father, F. Lee Summers III (Managing Director- Investments, Senior PIM Portfolio Manager), as part of our family advisory team in Virginia Beach, blending decades of experience with fresh perspective. Clients know they can call me not just when markets move, but when life does too. Outside of the office, I enjoy surfing, golfing, and spending time with my family. One meaningful experience that influenced my outlook on life was living with a host family in Quepos, Costa Rica for three months—no A/C, no luxuries—just humility and perspective.