Sommer Morris, Wealth Advisor, Founder of META Private Wealth

Like so many of my clients, I am complex, nuanced, intricately woven, and ever-evolving. Like everyone, I have experienced personal tragedy and personal triumph. I am the oldest of three girls and mother to a young son, so nurturing, teaching, guiding, and serving are core principles of my firm. When managed sustainably, this tool of wealth can be a powerful catalyst for impact. I am more than a f

inancial advisor; I am a partner that can help you redefine wealth for yourself and implement a plan to positively impact your financial future, your family, your children, and your community to become intentional stewards of your wealth and together, hopefully, we can leave this world a little better than we found it. In my desire to innovate wealth management, I partnered with RFG Advisory to give life to my vision of a boutique firm with an edge and champion financial empowerment for women, men, and their families. I started Meta Private Wealth to help people plan for their future and live life more abundantly. We are a boutique firm serving those in pursuit of pure, holistic, and sustainable financial wellness. Helping clients make sense of their financial lives is what I do best. I have a special gift in my ability to gather scattered information and bring it all together in an organized, well-researched, and actionable way. Financial planning can be daunting, do not do it alone. I found more financial confidence in my own personal journey when I took control. My job is not my career, it is my calling. In each of my clients, I am reminded of my own story and can always see a little of myself and the strong women that helped shaped who I am today. I am passionate about serving others and promoting financial literacy among the community; especially, advocating for female empowerment, and improving family dynamics and communication around personal finance. There is not much free time when you have a very active toddler, but I am lucky to spend it with a very supportive husband, Bert, and our son, Ford. Securities offered by Registered Representatives through Private Client Services, member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through RFG Advisory, a Registered Investment Advisor. RFG Advisory and Private Client Services are unaffiliated entities.