Summit Financial
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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.
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Stan Gregor
CEO
Stan Gregor
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Barbara Hawkesworth
Chief Legal Officer
Sarah Rich
CAO
Craig Weiss
CCO
Kevin D. Barry
Chief Investment Officer
Noreen Brown
Deputy Chief Investment Officer
Keith Soltis
CO-General Agent, Managing Director
Steven Weinman
President
Ed Friedman
Director of Growth & Business Development
David Porro
Director of Insurance
Brandon Smith
Director of Integrated Planning Group
Tara Pizzutillo
Director of Investment Operations
Jenna Bloomgarden
Director of Marketing & Advisor Development
Steve Lieberman
President And CEO Of The Private Client Group ~ Wealth Management, LLC
Barbara Matin Hawkesworth
Chief Legal Officer
Tammy Labanca
Client Relationship Manager
Trish Baker
Executive Assistant
