Sommer Brown

Sommer S. Brown
Financial Advisor Investment Services Group Truist Investment Services, Inc.

100 S 4th St

Clarksburg, WV 26301-2802

About me

Background

Sommer Brown is a financial advisor with Truist Investment Services, Inc., offering clients more than 16 years of financial services, retirement planning, and investment management experience. She uses a consultative approach to help her clients achieve their financial goals, ranging from college planning to financial independence in retirement. Her team assists in estate planning, optimized tax strategies, and overall risk management.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor’s of Science in Business Administration
University of Maryland 2005

Personal Interests

Brown is an active member of the GFWC Bridgeport Juniors, an organization focused on bettering communities. As a transplant to West Virginia, she and her family enjoy exploring the beautiful state they now call home. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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