RFG Advisory Further Expands Its Footprint in Montgomery with Sommer Morris Affiliation

November 18, 2020

October 29th, 2020 – Birmingham, AL—RFG Advisory, an award-winning and fast-growing Hybrid RIA, announces the affiliation of Sommer Morris, independent financial advisor based in Montgomery. 

 Sommer Morris hails from the Montgomery Area, serving women in families across the southeast. Her practice is built on creating a sustainable plan for her clients, taking a wholistic approach to wealth management. She believes that it is vital to take a look at the whole picture of wealth, health, and work-life balance to help her clients reach their investment and life goals. 

 Sommer is a force to be reckoned with,” say RFG Advisory Founder and CEO, Bobby White, “She is motivated to grow her practice and serve many more women and families as she becomes an independent financial advisor. We are excited to see the difference she will make in so many lives with the support of RFG Advisory and our cutting-edge advisor platform.” 

 Sommer is passionate about serving women and families. As a woman in the financial industry, she understands the need to empower her female clients and prospects to live financially fearless. By moving to RFG Advisory, Sommer will have the independence to refine and embolden this vision. 

 RFG Advisory has a bold vision for the future,” Sommer Morris says, “And women are a large part of that future. I am so excited to not only partner with RFG Advisory, but also educate women through StrongHER Money, a dedicated platform to educate women on finance and empower them to live financially fearless. I am very eager embark on this journey with RFG Advisory 

 If you would like to learn more about Sommer, schedule a meeting with her! 

 About RFG Advisory 

RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory prides itself on being a service company first, a technology company second and a hybrid-RIA third. RFG Advisory delivers a turn-key integrated platform that provides Advisors all of the tools and resources they need to be the CEO of their practice, not the COO, including turn-key technology, institutional-caliber investment management, marketing, compliance, business consulting and operational support. Focused on amplifying independence, Advisors who affiliate with RFG Advisory maintain all of the equity in their business and pay a basis point fee for access to RFG’s investment and technology platform. Additionally, through RFG Capital, the firm helps advisors to facilitate succession planning and provide loans to advisors to enable the move to full independence. 

 

Contact  

Kristy Puckett 

Business Development Team Lead, RFG Advisory 

recruiting@rfgadvisory.com 

 

Securities offered by Registered Representatives through Private Client Services, member FINRA/SIPC.  Advisory products and services offered by Investment Advisory Representatives through RFG Advisory, a Registered Investment Advisor.  RFG Advisory and Private Client Services are unaffiliated entities.