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Summer Roberts

FAMILY CAPITAL ADVISORS LLC


Speaker Bio

Summer Roberts started Family Capital Advisors (FCA), an independent RIA in April 2018.    She brings more than 10 years experience in the investment industry and 6 years working in the corporate world.   Summer works with her clients to create a road map to protect and grow wealth for a lifetime and beyond for future generations. She focuses on developing highly personalized financial plans that, along with meticulous analysis and diligent management, keep clients on track to achieve each desired milestone.



Prior to FCA,  Summer worked as a financial planner at Lakeview Capital Partners and Morgan Keegan.   



Summer holds the professional designation of Certified Financial Planner, CFP®. She graduated from the University of Florida with a Bachelor of Science degree in Finance. 

Speaker Sessions