Managing more than $2.9 billion in client portfolios, The Wise Investor Group’s reputation stems from its commitment to expert advice and personalized client service. Ann A. Summerson CFP® is specifically interested in the continuing care retirement community, and advising seniors and their families.

Q: What do you look forward to when you go to work every day?

A: Making a difference in my clients’ lives. My role as a financial planner is to look at the big picture. I am here to help people navigate their financial journeys and create strategies to help them achieve their long-term financial and life goals. It is most rewarding to know my work can positively impact my clients’ lives, and I don’t take that for granted.

Q: What advice do you have for women who are looking to start investing/financial planning?

A: Make sure you start saving as soon as you have income. Even if you’re not making a lot in the early years, put something away. Participate in your company’s retirement plan, even if it’s just a little. If your company matches contributions, take advantage of that if you can. Don’t make the mistake of thinking you can make it up later when you’re earning more. Start now!

Q: What qualities do you think a successful financial planner should have?

A: Aside from the obvious—having industry knowledge and skills—I think it mostly comes down to trust. I strive to build prosperous relationships with my clients that are rooted in their confidence in me and knowing that I always have their best interests in mind.

Q: Why choose The Wise Investor Group?

A: Because financial planning is integral to our money management, which isn’t always the case. We don’t invest until we’ve crafted a sound financial plan and know what our clients’ total financial picture looks like.