TD Bank - Summer Matthews Financial Advisor
(561) 646-5107
See you in a bit
About Summer Matthews
Summer Matthews has been actively engaged in fostering strong client relationships and helping clients with their financial goals. She works closely with clients to explore strategies and solutions as part of their overall financial plans as they work together towards their unique financial goals.
Prior to joining TD Wealth in 2025, Summer held roles as a Registered Associate at Raymond James and as a Financial Specialist at PNC Investments.
Summer Matthews is a graduate of Elon University, earning a Business Administration degree in 2010. She currently holds her FINRA Series 7 and 66 registrations, as well as Life and Health Insurance Licenses.
Summer lives in Wellington with her two sons, Dalton and Roland. She enjoys playing pickleball and tennis, and spending time outdoors. She is passionate about building meaningful connections in her community and values opportunities that allow her to make a positive impact while setting a strong example for her children.
Prior to joining TD Wealth in 2025, Summer held roles as a Registered Associate at Raymond James and as a Financial Specialist at PNC Investments.
Summer Matthews is a graduate of Elon University, earning a Business Administration degree in 2010. She currently holds her FINRA Series 7 and 66 registrations, as well as Life and Health Insurance Licenses.
Summer lives in Wellington with her two sons, Dalton and Roland. She enjoys playing pickleball and tennis, and spending time outdoors. She is passionate about building meaningful connections in her community and values opportunities that allow her to make a positive impact while setting a strong example for her children.
Languages available
English
Services
- Planning
- Annuities
- Life Insurance
- Investment Management Services
Registrations
- Series 7An individual who passes the Series 7 exam is qualified for the solicitation, purchase and/or sale of all securities products, including corporate securities, municipal fund securities, options, direct participation programs, investment company products and variable contracts.
- Series 66The Series 66 is an exam and license that is meant to qualify individuals as investment advisor representatives or securities agents.
- Life/Health Insurance License
Education
Elon Univeristy
Business Administration degree
Summer can meet at these stores
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