Summit Financial, LLC, delivers comprehensive fee-based financial planning services to high net worth individuals such as successful business owners, Wall Street executives, members of the entertainment industry, sports figures and high net worth individuals from all industries. 

Finance

Summit Financial

Stan Gregor

Jessie Marmolejo

Steven Melnick

Joseph Cecere

Diamant Gjonbalaj

Michael Giannotto Cams

Trish Baker

Tammy Labanca

Barbara Matin Hawkesworth

Steve Lieberman

Noreen Brown

Ed Friedman

Michael Bremer

Mara Stempler

Brandon Smith

Keith Soltis

Tara Pizzutillo

David Porro

Steve Pfundstein

Sarah Rich

Barbara Hawkesworth

Steven Weinman

The Financial Planning and Wealth Management team at Summit Financial, LLC, provides personalized financial strategies, including wealth preservation, investment management, retirement planning, insurance, and estate planning. They cater to high net worth individuals, ensuring comprehensive and strategic advice, and deliver customized solutions to enhance clients' financial well-being and meet their long-term goals.

Financial Planning and Wealth Management

Investment Team

Leadership Team

Financial Planning and Wealth Management

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Team members

Other teams at Summit Financial

Investment Team

Leadership Team