Office Staff

Simon Sumner, CFA

VP, Client Portfolio Manager
(813) 872-1302

Locations Served


Simon has held the CFA® designation for more than 16 years.

Education & Certificates

University of Florida, B.S., Accounting

Getting To Know Simon

Originally from Wales, Simon is an avid traveler and golfer. He, his wife, Erika, and daughter, Sadie, often travel to Europe and throughout the Caribbean.