Ann Summerson
Ann A. Summerson, CFP® Director Certified Financial Planner

Ann combines her longstanding dedication to financial planning with a genuine interest in helping people succeed. Clients find her not only knowledgeable, but also friendly, responsive and authentic.

“My goal for them is to have the life and retirement they want,” Ann says. “Everyone wants to know that they’re ‘going to make it’ to retirement and not run out of money. It is my goal to make sure they get there.”

As a Certified Financial Planner professional, Ann has attained the prestigious CFP® certification, one of the most respected financial planning credentials and the recognized standard of excellence in personal financial planning.

She is one of three financial planners in our group, working closely with the portfolio managers to develop a personalized financial plan for each client, taking into consideration their goals and wishes for the future. She covers everything from savings goals and college planning to insurance needs and retirement and Social Security strategies.

Her clients feel comfortable sharing their private information with her. They trust her and appreciate her genuine interest in their lives. “I’ve been ‘accused’ of being a marriage counselor, which I actually take as a compliment,” Ann says.

Ann has a special focus on senior living, having gone through the process with her own parents. She has real-world experience with the various types of senior living arrangements, including continuing care, retirement communications and Life Care communities. She is well prepared to address the concerns of both senior family members and the children caring for them.

Ann has nearly 25 years of financial industry experience. She began her career at Prudential Securities, joining their securities broker-training program in 1998. She then joined The Wise Investor Group in 2003 as a financial planner at Ferris, Baker Watts, Inc., and moved to Raymond James with our team in September 2022. She is a graduate of the University of Virginia, where she earned a bachelor’s degree in economics.

Ann is a Northern Virginia native, having grown up in Annandale, Virginia. Today, she lives in Reston, Virginia, with her partner, Noel, and her two cats, Penny and Bart. She has played the violin in the Reston Community Orchestra, a local all-volunteer group, for the past 20 years. She also serves as treasurer on the house corporation board of Delta Gamma, her sorority at the University of Virginia. In their free time, Ann and Noel like to travel and bike ride, sometimes together.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.