Simon Sumner Cfa

FAQ About Simon Sumner Cfa

• What is Simon Sumner Cfa's address?

  Simon Sumner Cfa is located at
  Greater Tampa Bay Area, Greater Tampa Bay Area, United States

• What is Simon Sumner Cfa's job title?

  Simon Sumner Cfa is a
  I am a seasoned Investment professional in Wealth Management currently serving as Client Portfolio Manager for BT Wealth Advisors. BT Wealth Advisors is located at The Bank of Tampa. Prior to joining BT Wealth Advisors I served as Senior Portfolio Manager for U.S. Trust, Bank of America Private Wealth Management where I managed discretionary client assets. I use a consultative approach to develop a customized investment plan tailored to each client's needs with an emphasis on asset allocation, security selection and portfolio optimization. I earned the Chartered Financial Analyst (CFA) designation in 2002 and have served as a past board member for the CFA Society of Orlando. I also volunteer for the CFA Institute CFA Program. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. The Bank of Tampa and BT Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BT Wealth Advisors, and are also employees of The Bank of Tampa. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, The Bank of Tampa or BT Wealth Advisors. Securities and insurance offered through LPL or its affiliates are: • Not Insured by FDIC or Any Other Government Agency • Not Bank Guaranteed • Not Bank Deposits or Obligations • May Lose Value Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. LPL Financial registered representatives may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Bt Wealth Advisors

• What industry does Simon Sumner Cfa currently work in?

  Simon Sumner Cfa currently works in the
  Bt Wealth Advisors

• What is Simon Sumner Cfa's area of expertise?

  Simon Sumner Cfa specializes in
  I am a seasoned Investment professional in Wealth Management currently serving as Client Portfolio Manager for BT Wealth Advisors. BT Wealth Advisors is located at The Bank of Tampa. Prior to joining BT Wealth Advisors I served as Senior Portfolio Manager for U.S. Trust, Bank of America Private Wealth Management where I managed discretionary client assets. I use a consultative approach to develop a customized investment plan tailored to each client's needs with an emphasis on asset allocation, security selection and portfolio optimization. I earned the Chartered Financial Analyst (CFA) designation in 2002 and have served as a past board member for the CFA Society of Orlando. I also volunteer for the CFA Institute CFA Program. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. The Bank of Tampa and BT Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BT Wealth Advisors, and are also employees of The Bank of Tampa. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, The Bank of Tampa or BT Wealth Advisors. Securities and insurance offered through LPL or its affiliates are: • Not Insured by FDIC or Any Other Government Agency • Not Bank Guaranteed • Not Bank Deposits or Obligations • May Lose Value Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. LPL Financial registered representatives may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

• Which languages does Simon Sumner Cfa speak? 

  Simon Sumner Cfa speaks the following languages:
  No languages available.

• Which industries has Simon Sumner Cfa previously worked in?   

  Simon Sumner Cfa has prior experience in the following industries:
  Lcg Advisors , Us Trust , Regions Financial , Suntrust Bank , Suntrust Bank

• What is Simon Sumner Cfa’s work experience?  

  Simon Sumner Cfa has the following professional experience:
  Bt Wealth Advisors , Lcg Advisors , Us Trust , Regions Financial , Suntrust Bank , Suntrust Bank .

• How can I find Simon Sumner Cfa on LinkedIn?  

  You can view Simon Sumner Cfa’s
  LinkedIn profile at LinkedIn URL.

• What are Simon Sumner Cfa’s work email addresses?  

  Simon Sumner Cfa’s work email addresses are
  [email protected] .

• What company does Simon Sumner Cfa work for?  

  Simon Sumner Cfa works at
  Bt Wealth Advisors