Jim Ed Summers,
CFP®, CRPC®, Investment Management Consultant Investment Management Consultant Sr. Vice President, Wealth Management
I believe the cornerstone of a successful client advisor relationship is the mutual trust and respect that develops over time, and I am deeply committed to helping my clients realize their long-term financial goals. I provide a comprehensive approach to financial planning, wealth management, risk management and income generation to individuals and families.
I enjoy using the vast resources of Raymond James, one of the largest independent financial services firms in the nation, to bring the right expertise and tailored financial strategies designed to meet his clients’ specific needs. I will work diligently to assist my clients with exceptional customer service and the intention of being their trusted wealth advisor for life.
Before I joined Raymond James in April, 2019, I served as senior vice president of Arvest Bank and Arvest Wealth Management in Fayetteville, Arkansas, where I worked for nearly 35 years. I received my undergraduate degree from the University of Arkansas. I obtained the CERTIFIED FINANCIAL PLANNER® certification in 1991. I am very active in the community as a volunteer for organizations such as Lifestyles Inc. and the Single Parent Scholarship Fund. I am also a board member for Fayetteville Creative School as well as Beaver Watershed Alliance. I enjoy golf, fishing, horses, and spending time with family and our five grandchildren. My wife, Callie, and I have three adult children, Lindley, Kellen and Landon.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.
