MEET THE TEAM
We help individuals and families make informed financial decisions through thoughtful planning, disciplined portfolio management, and fiduciary guidance designed to support long‑term financial well‑being.
Our Team
Financial decisions can feel overwhelming, especially as retirement approaches. That's why our team is committed to providing personalized guidance, clear communication, and ongoing support every step of the way.
We believe every client deserves to be heard, understood, and treated as an individual. By taking the time to understand your goals and priorities, we can provide thoughtful guidance designed around what matters most to you.
At SBC Wealth Management, we help individuals and families make informed financial decisions through personalized planning, disciplined portfolio management, and fiduciary guidance designed to support long‑term financial well‑being.

STACY J. SUMMERLIN
Ph: 855.809.2894, Ext. 701
Stacy Summerlin
Founder & Lead Advisor
Stacy Summerlin is the Founder of SBC Wealth Management and the Lead Advisor with more than 29 years of experience supporting individuals and families through important financial decisions. She focuses on personalized planning, disciplined portfolio management, and fiduciary guidance designed to support informed long‑term decision‑making.
A Personalized Approach to Wealth Management
For nearly three decades, Stacy has worked closely with pre‑retirees and retirees to help navigate the complexities of financial planning and retirement decision‑making. Her approach emphasizes listening carefully, educating first, communicating clearly, and providing ongoing guidance so clients can make decisions aligned with their goals, values, and comfort with risk.
Stacy views financial planning as an ongoing process that benefits from regular reviews, thoughtful adjustments, and a long‑term relationship built on communication and trust.
Experience & Professional Leadership
As an Investment Adviser Representative, Stacy offers advisory services through Gibbs Wealth Management, an SEC‑registered investment advisor. She is licensed in both Florida and Georgia and provides thoughtful guidance and personalized service to the clients she serves.
In addition to her advisory work, Stacy serves as a mentor and educator within the financial services profession, helping train and support advisors across the country and promoting client‑centered planning and ethical standards throughout the industry.
Philosophy
Every client relationship begins with understanding what matters most to the individual and family sitting across the table.
Stacy's approach is simple:
- Educate first
- Listen carefully
- Communicate clearly
- Provide ongoing guidance
- Help clients make informed decisions based on their goals and circumstances
At SBC Wealth Management, Stacy is committed to helping clients make informed financial decisions through personalized planning and fiduciary guidance.
Areas of Focus:
- Personalized Financial Planning Support
- Retirement Planning
- Investment Management
- Retirement Income Planning
- Social Security Planning
- Portfolio Management
- Fiduciary Guidance
Outside the Office
When she's not working with clients or mentoring fellow advisors, family remains at the center of Stacy's life. She and her husband, Keith, are proud parents of three adult children and enjoy making memories with the next generation of their growing family. Stacy also enjoys traveling, boating, and unwinding poolside with a good book.

Ph: 855.809.2894, ext. 706
ASHLEIGH LEWIS
Portfolio Services Manager
Ashleigh plays an important role in supporting our overall client experience at SBC Wealth Management. Working directly under Stacy, she manages the processes and procedures that help client service requests that are handled both internally and with our partners. Her responsibilities include the onboarding of new clients to SBCWM, providing service year-round to our investment clients, and overseeing client account activity.
Ashleigh is an avid boater and loves the water. In her spare time she likes hanging out with family and friends.
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