A TRUSTWORTHY PROFESSIONAL
For more than 20 years, Diane Summers has gained a reputation of providing integrity driven, exceptional service while working with prominent Central Florida families, businesses and non profit organizations at Bank of America Private Wealth Management, US Trust and Merrill Lynch. Diane has extensive financial experience with banking, trust and estate planning and investments as she has been a Private Banker, Trust Officer and Financial Advisor.
Diane is a graduate of Whittier College in Whittier, CA and a graduate of the Florida Banker's Graduate Trust School and the American Banker's National Graduate Trust school. She has her Series 7 and 66 securities licenses as well as her Life and Variable Annuity insurance license.