Sommer Morris

Sommer Morris

CDFA®, FPS, IPD

“I am passionate about serving women and families in pursuit of pure, wholistic and sustainable financial wellness.”

Expertise

Prioritizing Planning

Sommer’s practice leans heavily on planning as she understands importance and responsibility of developing a thoughtful plan that will last for generations. In order to create a personalized plan, she takes the time to get to know each client intimately, learning about their dreams, goals and fears. According to Sommer, this is one of the most rewarding aspects of her work. She’s also passionate about empowering her clients to implement their plan and guiding them with patience, trust, transparency and attention to detail.

Focusing on Women

For women

Sommer believes that when women are stronger financially, everyone benefits. Today, she’s keenly focused on “Women in Transition.” That is, helping women transitioning from love and loss to finding financial independence and confidence. While her client base is diverse, she works with many young professionals just starting out, female executives and business owners and those going through the transition of divorce or the loss of a spouse. In each of her female clients, Sommer says she “sees a little of myself and the strong women who helped shape who I am today.”

Emphasizing Education

Sommer also understands the power of education and is committed to providing trusted guidance to transform her client’s relationship with money and empowering them with the knowledge and tools they needed to achieve their goals. She will not rest until her clients have the essential money know-how to help them navigate the road ahead and explore new horizons with confidence. Her strong belief in the value of education spills over to her desire to serve others and promote financial literacy in the community.

Financial Life Portal

Sommer also understands how busy her clients are and how they also want to stay in touch with their money. In addition to ongoing, proactive personal communication with her clients, they also have access to a state-of-the-art financial life portal. Through this portal, they can access reports, statements, account details, essential documents and other vital information they need to where their money is and where they are going.

See First Hand Our Client Portal Experience

Complete List of Services

About Sommer

Sommer is a graduate of the University of Alabama’s Culverhouse College of Commerce and Business Administration with a Bachelor of Science degree in Accounting. She received her Master of Business Administration from Troy University with a concentration in Accounting and is a Certified Public Accountant. Upon graduation, Sommer traveled the country advising internal clients about operational and financial management. However, realizing she wanted to help people live more confident and rewarding lives, she became a financial advisor. In addition to helping her clients, Sommer works with several community organizations to promote financial literacy.

When she’s not serving clients, Sommer can be found spending time with her very supportive husband, Bert, and a very active toddler, Ford.

“My priority is to identify your needs and goals, work with you to achieve those goals and find purpose for your wealth. I follow a two-step process: first to work with each client to make smart financial decisions, and second to educate them so they will have the confidence to take advantage of opportunities going forward.”

Contact Sommer

O: (334) 635-1700 DIRECT
E: sommer.morris@rfgadvisory.com

2740 Central Parkway, Suite 7
Montgomery, AL 36106

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