Simon Sumner, CFA
VP, Client Portfolio Manager
ssumner@btwealthadvisors.com
(813) 872-1302
Locations Served
Experience
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.