Steve Summerlin, CFP®

Biography Information

A Word from the President...

President, Summerlin Financial Advisors, Inc.

  • Certified Financial Planner™ designation earned in 2003

  • Insurance and financial services advisor since 1971

  • Author of numerous professional trade journal articles

  • Frequently featured keynote speaker for the financial services industry

  • Interviewed by the media (television and radio) on numerous occasions

  • Certified continuing education instructor

  • Conducts estate and charitable planning seminar: “From Success to Significance” for non-profit organizations

  • Registered representative of TransAm Securities, Inc. and Maitland Securities Inc.

  • Member FINRA / SIPC

Professional Association Memberships:
  • National Association of Insurance and Financial Advisors (NAIFA)

  • Florida Association of Insurance and Financial Advisors (FAIFA)

  • Gainesville Association of Insurance and Financial Advisors (GAIFA)

  • Million Dollar Round Table (MDRT); life and qualifying member since 1972

  • Financial Planning Association

  •  Voted two-time recipient of the Chester R. Yates “Financial Advisor of the Year” award, by his Gainesville  peers (GAIFA); 1985 and 1991.
  •  Voted by statewide peers as recipient of the 1996 C.G. Snead “Financial Advisor of the Year” award, the Florida Association of Insurance and Financial Advisors' highest award recognizing contribution to the industry, community, and clients.
  •  Two-time President of the Florida Association of Insurance and Financial Advisors (FAIFA); 1991-1992, 1998-1999 terms.
  •  President, Indianapolis Life Insurance Association of General Agents (AGA), 1998-2000
  •  Life long resident of Gainesville, Florida
  •  Married to Judy
  •  Two children: Shannon and Stephen, Jr.; 3 grandchildren
  •  Hobbies: travel, reading, and people
Community Involvement:
Has served or chaired numerous community boards, including:
    Franklin Graham Festival 2002 - Finance Committee Chair
    Women’s Resource Center, Inc.
    Mental Health Services, Inc.
    Cris Collinsworth Foundation
    Council for Economic Outreach
    Gainesville Chamber of Commerce
    University of Florida Center for Performing Arts
    The Heritage Club
    8th Judicial Circuit Court Grievance Committee
    Leadership Gainesville
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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