Sommer T. O'Neil
Financial Advisor, CRC®
Sommer represents a new generation of financial professionals attracted to the casual yet sophisticated Punta Gorda, FL area. At a very early age, Sommer was drawn to the need of helping others. Sommer grew up in Genesee County, Michigan, to a large family of seven children-three boys, four girls-with her being the youngest daughter. Like many Michigan families, Sommer's parents worked in the automotive industry, ensured the family attended church every Sunday and instilled the hard-working values she looks to teach her children today. After growing up in Michigan, Sommer embarked on a career in financial services, joining SunTrust Bank and ultimately rising to the position of Financial Consultant with SunTrust Investment Services. After college, she completed all licensing requirements to become a stockbroker and financial advisor. Sommer currently holds her Series 7, Series 63, Series 65, and Insurance-215 credentials. As Sommer's career advanced, she joined the independent investment services channel and partnered with Bradley Teets as Financial Advisor for Bradley R Teets Investment Services, and has settled her family here in Punta Gorda. After many years as a financial advisor and partner to Bradley, Sommer has excelled in her role, built on her brand acquiring the firm, evolving it into what is now known as ALTRUS Investment Services. Sommer has two daughters, Paige and Scottlyn. She also has a special appreciation for the importance of the love of family. In Today's complex financial world, Sommer sees her work as providing more than financial advice or executing trade orders. It's about making a difference in the lives of our clients and maintaining great, and often lifetime relationships.