Summer Shami is a Registered Producer Assistant to Michael Bautista at Equitable Advisors, where she has spent the past five years helping support clients through each step of the financial planning process. She holds her Series 7 and Series 66 licenses and earned her bachelor’s degree from Marist College.
Summer particularly enjoys building relationships with clients and getting to know their unique goals and stories. She believes that strong financial planning begins with meaningful connections and thoughtful support.
She lives in Kingston, New York with her husband and enjoys cooking, traveling, and reading in her free time.