Ann A. Summerson,  CFP<sup>&reg;</sup> - Financial Advisor

Ann A. Summerson, CFP®

Financial Planner

Wise Investor Group of Raymond James

1950 Opportunity Way, 9th Floor
Reston, VA 20190
(571) 430-7222

General

Ann Summerson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wise Investor Group of Raymond James in Reston, VA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other -

Insurance Licenses

  • Life insurance: VA
  • Health/disability insurance: VA
  • Fixed annuities: VA
  • Variable annuities: VA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Insurance, Retirement

More

Helpful Financial Planning Resources