
As an Executive Registered Client Service Associate with Seventy2 Capital, Summer’s role is to support and work alongside private wealth advisors and maintain relationships with their clients. She always puts clients’ needs first and works hard to ensure the highest level of service is provided. Summer strives for perfection and positive outcomes for all clients and teammates.
With Over 20 years of experience, Summer has previously served as a client service associate with First Union, UBS, Morgan Stanley, and Wells Fargo Advisors. She has worked with her current team for over a decade. To expand the level of service she can offer clients, she earned her FINRA Series 7 and 66 registrations, Connecticut insurance license, and notary commission.
Summer has a Bachelor of Arts degree from the University of Rhode Island. Outside of the office, she enjoys spending time with family and friends and coaching girls’ youth and high school lacrosse in Fairfield County.
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