Aaron J. Summers
Financial Advisor, Vice PresidentAaron joined the firm in 2012 with previous experience in the financial services industry with Hodges, Jones & Mabry, P.C. and State Farm Insurance. Aaron helps clients accomplish their objectives by assessing financial situations; developing and presenting financial strategies and plans; providing solutions for their individual financial needs, and monitoring changes in financial status and life circumstances.
Experience:
- Cary Street Partners, Senior Trading Specialist
- 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
Check the background of this investment professional on FINRA’s BrokerCheck