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Summer A. Roberts Email & Phone Number
Chief Executive Officer
at
Impact! Partners Financial
1 work email found
@robertswealthtexas.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Executive Officer
Location
League City, Texas, United States
Who is Summer A. Roberts? Overview
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Quick answer
Summer A. Roberts is listed as Chief Executive Officer at Impact! Partners Financial, based in League City, Texas, United States. AeroLeads shows a work email signal at robertswealthtexas.com and a matched LinkedIn profile for Summer A. Roberts.
Summer A. Roberts previously worked as Board Member at The Alliance Bay Area and Vice President - Board of Trustees at The Galloway School-Friendswood, Tx. Summer A. Roberts holds B.A. from Southern Methodist University.
Company email context
Email format at Impact! Partners Financial
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*@robertswealthtexas.com
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Profile bio
About Summer A. Roberts
As the CEO of Impact! Partners Financial, I’ve been honored to realize the retirement dreams of several thousand clients. My dedication to excellence has won me the "BreakThrough Advisor" award locally and the “Elite Advisor” status amongst my peers nationally. I’ve been featured in Bay Area Houston Magazine, on Great Day Houston, and Forbes magazine for my financial expertise. I enjoy donating my time to not-for-profit organizations like Make A Wish Foundation, Anchor Point, Bay Area Turning Point, MomKind, Bay Area Pet adoptions, and Junior Achievement. I’m a proud Board Member and Treasurer of the prestigious Galloway School in Friendswood. I’ve always had an innate, burning desire to leave the world better than how I found it! It’s no coincidence that in my latest business venture “Impact!” had to be in the name. My mission is to preserve and grow the wealth of every client and Impact! every aspect of their lives. I believe in personal service, transparency and relentless due diligence. My reputation for serving others with integrity and always doing the right thing, plus my years of dedicated service, are what separates me from other CEOs' in my field. Impact! Partners Financial’s mission is to partner with individuals and families who are concerned about financial management and estate protection during retirement. Our primary areas of expertise are retirement income planning, investment management, 401(k)/individual retirement account (IRA) guidance and asset protection.Our firm offers the following products and services: retirement income strategies, wealth accumulation strategies, asset protection, annuities, life insurance, tax minimization strategies, long-term care strategies, IRA and 401(k) rollovers, trusts, probate, charitable giving strategies, estate planning, tax planning and IRA legacy planning.
Listed skills include Human Resources, Sales, Leadership, Finance, and 18 others.
Current workplace
Summer A. Roberts's current company
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8 roles · 21 years
Summer A. Roberts work experience
A career timeline built from the work history available for this profile.
Board Member
Current
The Alliance Bay Area
Dec 2023 - Present
Chief Executive Officer
CurrentImpact! Partners Financial is an independent retirement planning firm. We help retirees and pre-retirees plan for their financial independence with the guidance and service they deserve. Impact! We’ve helped thousands of clients realize their retirement dreams. Our primary areas of focus are retirement income planning, wealth management, 401(k)/individual retirement account (IRA) guidance and asset protection. Our firm offers the following products and services: retirement income strategies, wealth accumulation strategies, asset protection, annuities, life insurance, tax minimization strategies, long-term care strategies, IRA and 401(k) rollovers, trusts, probate, charitable giving strategies, estate planning, tax planning and IRA legacy planning.
Mar 2022 - Present
Vice President - Board Of Trustees
Current
Jan 2020 - Present
Chief Executive Officer
What began as an extension of the family business based in Biloxi, Mississippi, the Houston office of Roberts Wealth Management has developed into a rapidly expanding and results-driven powerhouse.The Roberts Wealth Management team focuses on staying relevant within an industry that is constantly evolving. What worked several years ago may not yield the same results today. Part of our unique approach is to provide our clients with educational tools. This allows us to create a partnership with you to help secure your financial future.Under the leadership of Summer Roberts and Paul Roberts, you can trust that your retirement will be managed according to your unique needs and goals. Our business is based on family values, which means you will never be just an account number to us!Roberts Wealth Texas is an independently acclaimed retirement planning firm. We help retirees and pre-retirees get the financial guidance and service they need and deserve to plan for their financial independence. Founded in 1998, we have developed our business by being committed to the financial success of each and every client we serve. We provide clear, straightforward solutions designed to help minimize taxes, reduce risk and protect and grow your assets.Roberts Wealth Management's mission is to partner with individuals and families who are concerned about financial management and estate protection during retirement. Our primary areas of expertise are retirement income planning, investment management, 401(k)/individual retirement account (IRA) guidance and asset protection.Our firm offers the following products and services: retirement income strategies, wealth accumulation strategies, asset protection, annuities, life insurance, tax minimization strategies, long-term care strategies, IRA and 401(k) rollovers, trusts, probate, charitable giving strategies, estate planning, tax planning and IRA legacy planning.
Apr 2010 - Mar 2022
Sales Team Leader
Nov 2006 - Apr 2010
Legal Recruiter
Nov 2006 - Apr 2010
Admin Assistant
2006 - 2006
1 education record
Summer A. Roberts education
-
Southern Methodist University
FAQ
Frequently asked questions about Summer A. Roberts
Quick answers generated from the profile data available on this page.
What company does Summer A. Roberts work for?
Summer A. Roberts works for Impact! Partners Financial.
What is Summer A. Roberts's role at Impact! Partners Financial?
Summer A. Roberts is listed as Chief Executive Officer at Impact! Partners Financial.
What is Summer A. Roberts's email address?
AeroLeads has found 1 work email signal at @robertswealthtexas.com for Summer A. Roberts at Impact! Partners Financial.
Where is Summer A. Roberts based?
Summer A. Roberts is based in League City, Texas, United States while working with Impact! Partners Financial.
What companies has Summer A. Roberts worked for?
Summer A. Roberts has worked for Impact! Partners Financial, The Alliance Bay Area, The Galloway School-Friendswood, Tx, Roberts Wealth Management Of Texas, and Brooke Staffing Companies, Inc..
How can I contact Summer A. Roberts?
You can use AeroLeads to view verified contact signals for Summer A. Roberts at Impact! Partners Financial, including work email, phone, and LinkedIn data when available.
What schools did Summer A. Roberts attend?
Summer A. Roberts holds B.A. from Southern Methodist University.
What skills is Summer A. Roberts known for?
Summer A. Roberts is listed with skills including Human Resources, Sales, Leadership, Finance, Time Management, Interviews, Marketing, and Recruiting.
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