Summit Bay Private Wealth Advisors

Women face different financial considerations. You may be the primary breadwinner, run the household, take care of children and/or elderly parents all while bringing your families together. We use our exclusive Confident Retirement® approach to help our clients feel more confident about their, and their loved ones,’ financial future. We are personally invested in helping them plan for and enjoy the full and rich lives they’ve earned.


Advisors

Pamela Wesley

Financial Advisor

Visit Pamela Wesley's website

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


Team

Barbara Wiley

Client Service Coordinator

Deborah Himes

Paraplanner

Nancy Wilson

Client Service Specialist