Kinnison Sumner, AAMS®, CEPA / Financial Advisor

Helping corporate professionals, owners, and high-net-worth families navigate life’s financial transitions with clarity and confidence.

[Kinnison Sumner, AAMS®, CEPA / Financial Advisor @ksumner37]

Honoring the fathers and father figures who encourage, support and inspire us every day.

Happy Father's Day on Sunday!

[Kinnison Sumner, AAMS®, CEPA / Financial Advisor @ksumner37]

100 Holes of golf completed on Monday, thanks to everyone for their support! #FirstteeGreaterCHS #forthekiddos

[Kinnison Sumner, AAMS®, CEPA / Financial Advisor @ksumner37]

Calling all UNC Alumni living in the Charleston SC area, please DM me if you want to be included in the UNC Alum email.

We are trying to revamp this local chapter and need your help.

Go Heels!

[Kinnison Sumner, AAMS®, CEPA / Financial Advisor @ksumner37]

Financial resolutions can help you turn intentions into action.

From budgeting to building emergency savings, discover strategies to make 2026 your most prepared year yet.

Happy New Year and here's to a great 2026! https://t.co/Vz36WL8N4j

[Kinnison Sumner, AAMS®, CEPA / Financial Advisor @ksumner37]

Here's to good food, great company and meaningful moments. Happy Thanksgiving!

[Kinnison Sumner, AAMS®, CEPA / Financial Advisor @ksumner37]

Today we honor all those who served. Thank you to our veterans for your courage, sacrifice, and dedication.

[Kinnison Sumner, AAMS®, CEPA / Financial Advisor @ksumner37]

May we never forget September 11, 2001.

[Kinnison Sumner, AAMS®, CEPA / Financial Advisor @ksumner37]

Happy early Father's Day to all those dads out there, hope it is an awesome day !

[Kinnison Sumner, AAMS®, CEPA / Financial Advisor @ksumner37]

In memory of those who served and sacrificed. We honor their courage and dedication. Have a safe and awesome Memorial Day weekend!

[Kinnison Sumner, AAMS®, CEPA / Financial Advisor @ksumner37]

Thinking about opening a 529 plan? They're being used as a modern estate planning tool, not just for college savings. Learn more here! https://t.co/518PVaV4xB

[Kinnison Sumner, AAMS®, CEPA / Financial Advisor @ksumner37]

Wishing you a Happy Thanksgiving filled with good food, family and friends. We extend our heartfelt gratitude for all of you!

[Kinnison Sumner, AAMS®, CEPA / Financial Advisor @ksumner37]

With respect, honor and gratitude we recognize each and every person who has served for our country. Thank you to all our veterans, today and always.

[Kinnison Sumner, AAMS®, CEPA / Financial Advisor @ksumner37]

@dominos Just did this.

[Kinnison Sumner, AAMS®, CEPA / Financial Advisor @ksumner37]

@dominos ordered over an hour and a half ago - when we ordered app said 25-33 mins and it just arrived. And it’s cold. Called the local shop and they said sorry nothing we can do.

[Kinnison Sumner, AAMS®, CEPA / Financial Advisor @ksumner37]

On this day, let us honor the lives lost and their families, and remember the heroes who responded. May their sacrifice never be forgotten.

[Kinnison Sumner, AAMS®, CEPA / Financial Advisor @ksumner37]

When your business is a solo act, figuring out the right way to save for retirement can be tricky. Find out how an owner-only 401(k) plan can give you the flexibility you need to meet your retirement goals. https://t.co/I7IyjBcqRm

[Kinnison Sumner, AAMS®, CEPA / Financial Advisor @ksumner37]

3 generations on Father's Day- 9 holes with my dad and 1 of my 4 sons, Byrd. What a great Father's Day! #gripitandripit

[Kinnison Sumner, AAMS®, CEPA / Financial Advisor @ksumner37]

Happy early Father's Day to all those Dad's out there. Make it a great weekend and spend some time with those you love!

#hopemykidsgetmesomething

[Kinnison Sumner, AAMS®, CEPA / Financial Advisor @ksumner37]

Great event with The Ideal Life last night at The Crush Yard in Mt Pleasant. Thanks to everyone who came out !

[Kinnison Sumner, AAMS®, CEPA / Financial Advisor @ksumner37]

100 Hole Golfathon with the First Tee of Charleston - 11 hours of golf, good crew, thanks to everyone for their efforts!