Sarah Summers

Sarah is highly empathetic and thrives on connecting with others in meaningful ways. A natural listener, she excels at understanding what clients are trying to accomplish and works tirelessly to help make their goals a reality. Her ability to meet people where they are and provide thoughtful support is at the heart of her approach to client relations. Before joining Wood Financial Group, Sarah gained experience in client services and investor relations at alternative asset management firms in New York and Los Angeles. She learned a bachelor’s degree in interdisciplinary social sciences from Florida State University, with a focus on economics and political science, and dual minors in business and journalism. She has also passed the Securities Industry Essentials (SIE) and Series 65 securities exams and is an Investment Advisor Representative.
Sarah lives in Nashville with her husband, Tyler, and their two cats, Finn and Maisie. She is an integrative nutrition coach and 500-hour certified yoga teacher who still teaches a class on Sundays. She loves hiking, cooking, reading and traveling and has already visited 15 countries. As a lifelong learner, she is always exploring new hobbies and classes.