Aaron J. Summers

Senior Trading Specialist, Vice President

Aaron Summers is a Senior Trading Specialist at Cary Street Partners. Aaron joined the firm in 2012 as a Financial Advisor with previous experience in the financial services industry with Hodges, Jones & Mabry, P.C. and State Farm Insurance. His responsibilities include trading of CSP Asset Management portfolios and all CSP structured product offerings across multiple trading systems and custodians. He also handles new account onboarding and maintenance, and is CSP Asset Management’s operational contact for Advisors and their support staff.

Aaron graduated from Radford University in 2006 with a Bachelor’s degree in Business Management. Outside of work, Aaron enjoys playing golf and in 2008, he accepted sponsorship offers to play professionally on various mini-tours throughout the Southeast.

Experience:

  • Hodges, Jones & Mabry, P.C., Insurance Advisor/Staff Accountant
  • State Farm Insurance, Life and Health Specialist

Education/Certifications:

  • Radford University, BBA, Business Management
  • Series 7, 66 licenses

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