Tim Sommer, AIF

Tim Sommer is a Senior Wealth Advisor at the Capital Group. He is a Registered Investment Advisor with more than 28 years of industry experience specializing in providing retirement income, estate planning, investment management, and full-service financial planning to individuals.

Prior to The Capital Group, Tim was a founding member of TIAA's Wealth Management Group in New York City and served as a Senior Wealth Management Advisor, where he led a team of Advisors who developed and maintained relationships with clients representing more than $1.4 billion in assets.  

Tim enjoys spending time with his clients and their families to understand their financial needs and concerns. He builds comprehensive financial plans unique to their personal situation and provides objective advice to ensure their definition of success is met. At TIAA, this strategy earned Tim a consistent spot as a Top Advisor for Client Satisfaction.  

He holds a Bachelor of Arts degree in Humanities from Providence College and holds NASD Series 7, 66, 6, and 63 licenses.

Tim currently resides in Kensington, Maryland, along with his wife, Christina - a Washington native - and their seven-year-old twins, Peyton and Matthew. Tim enjoys traveling the world, playing tennis and hopes to one day be a decent golfer.

You can reach Tim at: (301) 375-4205 or Tim.Sommer@capgroupfinancial.com