Broker Check
William Summers

William Summers

Wealth Management & Retirement Planning

(410)-773-8324

will@statera-advisors.com

Will joined Statera Advisors in 2022, following a few years at a prominent firm in Washington, D.C. He brings extensive knowledge and experience in the financial services industry, working closely with clients to support their investment and insurance planning needs, with a specialized focus on retirement income strategies. Will holds Life and Health Insurance licenses, along with the SIE, Series 7, and Series 66 securities licenses. A Virginia Beach native, he graduated from Cape Henry Collegiate and earned a B.A. from Sewanee: The University of the South. Will now resides in Baltimore with his wife, who is originally from the area.