Meet Our Professional Staff

For over 47 years, Summerlin Financial Advisors, Inc. has been the home of financial advisory products and services for clients in the North Central Florida area.  Each day Steve Summerlin's purpose is to share his combined 75 years of experience with you.

The team of professionals at Summerlin Financial Advisors, Inc. is committed to providing financial planning advice to its clients utilizing state of the art technology, financial products and services.

Steve Summerlin, CFP®, President

Adam Jones, Office Manager
ajones@summerlingroup.com


Certified Advisory Corp offers Financial Planning and Asset Management
TransAm Securities, Inc. offers Securities, Member FINRA, SIPC

1111 Douglas Avenue, Altamonte Springs, FL 32714
Ph: 407-869-9800

Summerlin Financial Advisors, Inc. is not an affiliate of Certified Advisory Corp.

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