Sassene Sumner Dyer

With more than 35 years of experience in financial planning and investment management, Sassene Dyer has the accumulated knowledge and perspective to help keep you and your financial future on a steady course. Sassene understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Sassene will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.

Sassene endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using the industry’s most comprehensive resources. Her investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.

Based on what she learns about you and your goals and an analysis of the current financial markets, Sassene designs a customized investment portfolio based on recommendations made solely with your best interest in mind. She then takes the time to explain her recommendations and, once you are comfortable with your new plan, Sassene puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals.

Sassene began her career in financial services in 1987 and has spent most of her career with Raymond James formerly Union Planters Brokerage/Morgan Keegan. Today, Sassene provides retirement planning at all stages through the use of equities, fixed income securities, annuities. Her many other services include wealth accumulation and income planning through Raymond James.

A native of Como MS, Sassene resides in Jackson TN. Away from the office, Sassene enjoys spending time and traveling with family and friends. She is also an avid reader, loves listening to many types of music and enjoys outside activities.