David Sumner, CFP®
Wealth Management Consultant
David is a wealth management consultant for Commerce Trust. He facilitates the introduction of our prospective clients to a comprehensive service team which includes private banking, investment management, trust administration and financial planning. He provides an integrated and seamless client experience as we partner with clients to meet their long-term goals and objectives.
David joined Commerce Financial Advisors in 2015 and has over 10 years of experience providing investment advice and financial planning solutions to clients. He received a Bachelor of Science in finance and banking from the University of Missouri and is a CERTIFIED FINANCIAL PLANNER™ professional.
Outside of the office, David serves as a board member of the local American Red Cross and is involved in several organizations throughout the community. He enjoys traveling with his wife, spending time in the outdoors and cheering on his favorite sports teams.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Start a conversation with David
309-999-3308 david.sumner@commercebank.com Connect on LinkedIn
