Summit Bay Private Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

Daniel Graham

CFP®, ChFC®, RICP®

Private Wealth Advisor

Retirement Income Certified Professional®
Visit Daniel Graham's website

Robert Cumberland

CFP®

Financial Advisor

Visit Robert Cumberland's website

Pamela Wesley

Financial Advisor

Visit Pamela Wesley's website


Team

Barbara Wiley

Financial Planning Analyst

Deborah Himes

Paraplanner

Nancy Wilson

Client Service Specialist