Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Small Business
  • Saving for Education
  • Charitable Giving
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • BS Electrical Engineering, 1973, North Carolina State University

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.
  • I enjoy traveling, whether at home in the United States or abroad.. In the fall I will take my favorite vacation which is a cruise to the Caribbean.
  • My business is a family one. My son works with me as a Financial Advisor and my wife is our office manager.

Community participation

Central United Methodist Church, member, Florence, SC

We make monthly food contributions to a local program called The Lighthouse.