Cummings & Associates

We strive to form and nurture long-term financial planning relationships with clients. Each plan begins with hopes, dreams and goals. As advisors, we offer each client financial solutions for each of their goals while also addressing their needs and risk concerns. The personalized plan looks to simplify the financial lives of clients and help them feel more confident about their financial future.


Advisors

Patrick Cummings

Patrick Cummings

CFP®, CRPC®, CLU®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Patrick Cummings's website

Team

Malin Tate

Malin Tate

Registered Client Service Associate

Qualifications

  • FINRA Series 7 - General Securities Representative Examination
  • FINRA Series 66 - Uniform Combined State Law Examination
  • FINRA Series 24 - General Securities Principal
  • AL Insurance License - Life, Health, Variable Annuity

Roles & Responsibilities

  • Money movement
  • Trading
  • Business processing
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Dena K. Percer

Dena K. Percer

Client Service Associate

Qualifications

  • AL Insurance License - Life, Health, Variable Annuity

Roles & Responsibilities

  • Scheduling and confirming appointments
  • Client correspondence
  • Other administrative support
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