Advisor profile


What you can expect when you work with me

 At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. 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.
Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Small Business
  • Saving for Education
  • Charitable Giving
23
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.
  • 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.

Community participation

Central United Methodist Church, member, Florence, SC

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

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. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.