Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Small Business
  • Saving for Education
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • BS Electrical Engineering, 1973, North Carolina State University

Community participation

Central United Methodist Church, member, Florence, SC

Interests

  • I am a grandfather to Robert Wayne Cummins IV, born in October of 2010 and Jace Thompson Cummins born on February 29, 2012.
  • Being physically active makes me feel better. I swim and take walks.
  • Recently, I started playing Bridge and am enjoying the mental gymnastics! My traveling has slowed down due to the effects of Covid 19. I am looking forward to cruising again asap!
  • My business is a family one. My son works with me as a Financial Advisor and my wife is our office manager.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.