SWK Financial Planning Advisors of Raymond James

"Exceptional customer service experience! Deena Wright demonstrated impressive depth of knowledge, responded promptly to inquiries, and maintained a consistently friendly demeanor throughout. Highly recommend!"

"Working with Deena Wright has been easy and affirming. She cares about her clients and their goals and works tirelessly to help them achieve them. I recommend you jump at the opportunity if she is accepting new clients. Some of our family members have used Jim Ed Summers, who has been very helpful."

"Deena is an excellent advisor! I know from both a professional and personal point of view how much she genuinely cares about her clients and helping them make sound financial decisions not only for themselves in retirement but their families as well!"

"Tanner Bass is an outstanding financial advisor that will listen to your goals, dreams and financial risk tolerance to help you map out a financial plan to help those goals and dreams come true. He will help educate, simplify, and reduce stress by assisting in creating holistic plans that cover every need unique to you and your family. Talking to Tanner was the first step in my journey to successfully finding financial freedom. Don’t hesitate in reaching out to him and doing the same!"

"My family has been with Jim Ed Summers for our investments for a very long time. The reason we stay with him is his Professionalism and Loyalty to his Clients. When he communicates with us, he is very explanatory with his recommendations. He is a man of integrity and we trust him. Recently my Mother passed away and there were many forms to fill out for her life insurance and several annuities as beneficiary. I called Jim Ed's office one day to ask a question about one of the forms and he said, "We can help you fill those out." Wow what a blessing. He and his staff are all knowledgeable, it took them minutes, where it would have taken me much longer. We have referred several new Clients to him at SWK Financial Planning Advisors of Raymond James. I recently noticed SWK has been selected on the 2023 list of Forbes Best in State Wealth Management Team."