Meet Our Team

I believe that my 36 years of experience in the Financial Services industry, underlines my ability and dedication to not only help sustain my clients' wealth, but to also help grow their portfolios. My passion includes, specializing in Private Client Wealth Management, Family Planning Services, and Income Enhancement strategies during Retirement.  I have been named a Platinum Council of Wells Fargo every year since 2008.

 I attended Furman University in Greenville, SC, where I attained a degree in Economics and Finance. I also played on the Golf team and was selected Captain of the team in 1981. Along with my golf scholarship, I also was an Army ROTC Scholarship recipient and served 4 years on active duty in the Armor branch after graduation. My financial services career began soon after my Army tenure ended and continues today.

My philanthropic interests have included serving as the Board Chair of the First Tee of Hampton Roads, elementary school reading programs, the Virginia Symphony orchestra, and many other local non-profit boards. My personal hobbies include golf, hunting, fishing, and enjoying the beach.

Currently, I live in Virginia Beach, VA with my wonderful wife, Janie. My two sons, Will and Tyler, have decided to take a similar path with their careers. Will is working in the Baltimore area. Tyler has been on the team since November 1st 2022, after spending 2 years in the St. Louis area, working at the firms headquarters.

 

_{The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.}

My experience in the industry began when I was interning with my father during my high school years. In 2022 I moved back to Virginia Beach, VA after working in the Wells Fargo Advisors home office in St. Louis, MO. Now, I am working with my father, F. Lee Summers III. With over 36 years of experience in the industry, I am grateful to have my father as not just my mentor, but as a part of our team. As a young individual in the industry, I take the opportunity as a leg up for my clients because I will be around for the decades to come. Further, I will be able to continue the relationship for the ongoing generations in your family. Knowing that your family’s wealth will be managed by the same individual for the decades to come allows for us to create a prestigious relationship, and our group shares the same mission-to serve our clients with excellence.  

In 2020, I graduated from Hampden Sydney College, and received my bachelor’s degree in Economics. Finishing top 20 in my major, I was awarded with entry to the Economic Honor Society (Omicron Delta Epsilon). During my free time, I enjoy playing golf, traveling, surfing, and getting together with friends and family.

Jeremy was born and raised in Virginia Beach, where he currently resides with his wife and golden retriever.  He came to Summers Investment Group in 2017, after more than twelve years of working at Wells Fargo Advisors. During his time with Wells Fargo Advisors, Jeremy has acquired the experience and registrations to earn the title of Senior Registered Client Associate.  His knowledge of Wells Fargo Advisors procedures, combined with polite customer service skills make Jeremy an ideal fit for the Summers Investment Group.  Jeremy is a proud father to his two children, Noah and Zoe, and enjoys surfing and fishing in his spare time.