Kate Sumner

Kate Sumner is a financial advisor at Abacus Wealth Partners. Kate previously worked as an extern at the Financial Planning Association and as a program director at Girls Rock NC. In their role at Girls Rock, Kate organized summer camp for 400 youth, led a team of 5 seasonal staff, and scheduled and managed over 100 volunteers. When camp wasn't in session, they revitalized an after school program and coordinated a fundraising event in which they surpassed their $15,000 goal.

Kate Sumner has a Bachelor of Arts (B.A.) from Smith College in Theirtory and Study of Women and Gender, magna cum laude. Kate also has a Certificate in Financial Planning and Services from Wake Forest University School of Business. In addition, they have Certification from Lynda.com in Learning DocuSign and Certification from eMoney Advisor in eMoney Fundamentals Digital Certification.

Kate Sumner works with Lindsey Woodward - Financial Advisor, Rasheed Ahmed - Financial Advisor, and Kyle Williams - Financial Advisor. Their manager is Barrett Porter, Chief of Advisory Services.