CFP® , AIF®, Certified Family Business Specialist
Bobby Cummings is the president of Cummings Wealth Management Group. He earned the CERTIFIED FINANCIAL PLANNER™ certification and is an Accredited Investment Fiduciary®. He has been in business since 1990. His focus is providing wealth advisory services to business owners and professionals. Bobby says, "We are committed to helping our clients make smart decisions about their wealth so that it can help them—and their loved ones—lead fulfilling lives." He created "The Beacon Experience™," which is a process that strives to positively impact our clients by tailoring the financial planning process to the individual needs of his clients.
In 2003, Bobby was recognized by the Charleston Regional Business Journal as one of the "Top 40 under 401" community business leaders. He is passionate about community service and specifically helping children. His personal fund-raisers have brought in more than $50,000 for various children's charities, such as Christmas Commandos, over the years. He has previously served as a board member for Communities in Schools, the Carolina Youth Development Center, and a past president of the Island Club on Sullivan's Island. He currently serves as treasurer for Friends of Sullivan's Island Elementary School, as a Merit Badge Counselor for Boy Scouts Troop 20, and as a Tribe Chief for Y-Princess.
On the weekends you might see Bobby out on the water with his family and friends surfing, fishing, or kayaking. He might also be found out hunting with his Boykin Spaniel, Teal. He lives on Sullivans Island with his wife, Kristin, and their children: Tanner, Keenan, and Banks. Bobby considers them to be his greatest accomplishment.
*Robert J. Cummings is a Registered Representative and Investment Adviser Representative with/offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
1This list recognizes local, young professionals and is based solely on the opinions of the editors of the Charlston Regional Business Journal. They considered the candidates contributions to their company, impact to the business world, and their community service. This award is not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor or any accounts
Planner & Practice Manager
Mary was born in the historic town of Saratoga Springs, New York. She earned an associate's degree in marketing, a bachelor's degree in financial management, and a master's degree in counseling. Mary has also earned her FINRA Series 7 and 66 securities registrations (held through Commonwealth Financial Network®). She spent 15 years in the nonprofit and financial services industries working in a variety of roles, focusing on management, finance, and marketing, before joining our team as our financial paraplanner and seasoned practice manager. She brings her passion of helping people, analytical skills, and diverse background to her role with us. She loves helping people with this very personal and very important part of their lives.
When not working on finances, you can find Mary, who is a cancer survivor, actively volunteering in our community, specializing in the arts, crisis counseling, and adult education. Passionate about lifelong learning, she is always working on something. In the last 5 years she completed her yoga teacher certification, became a certified nutritional counselor, completed the Mt Pleasant police citizens academy, and is currently working to become a CERTIFIED FINANCIAL PLANNERTM.
Client Service Associate
Jo has been in the financial industry for more than 30 years. Her love of working with people and expertise in client service make her a valuable addition to our team.
Jo has also worked in the fitness industry for more than 35 years as a personal trainer and instructor. When not in the office or helping others achieve their fitness goals, she enjoys running, kayaking, and reading. She and her husband of 33 years have two children and two granddaughters, Anna and Lily, who bring her the greatest joy. “They keep me young and remind me of what is really important in life and that is family,” says Jo.
Director of Client Services
Josh moved to Charleston from Dillon, SC where he earned his bachelor’s degree in Economics from the College of Charleston. Josh joins our team with years of experience in financial services and servicing client accounts. His passion for investments as well attention to detail make him a great fit as our Director of Client Services. He currently holds FINRA Series 7 & 66 securities registrations (held through Commonwealth Financial Network®). In his spare time, Josh enjoys playing golf or being outdoors.
Mike Lazzaro is one of our interns for the summer. He will be assisting our team in a variety of tasks related to client services and will be the friendly voice answering your phone calls.
Mike was born and raised in Monmouth County, New Jersey. He is currently a rising junior at the College of Charleston majoring in Finance. He stays busy during the school year through his active membership in the Student Finance Club and also through participating in Intramural Soccer. Some of Mike’s hobbies include soccer, spikeball, and cooking.
Marcus McDonald is one of our interns for this summer. He will be assisting our team in a variety of tasks related to client services, and will be the friendly voice answering your phone calls.
Marcus was born and raised in Columbia, South Carolina. He is currently a senior at the College of Charleston studying Finance. Marcus is very engaged in student organizations and is a member of the Microfinance Club and School of Business Ambassadors. Earlier this summer Marcus participated in a study abroad trip to Ghana to study microfinance institutions and marketing. Over the course of three weeks him and his team managed to build a financial model for a multi-step catfish farm, and began the hands on work on its construction. Some of Marcus’s biggest passions are playing trombone, traveling, fashion, and writing.