Summit Financial Group, Inc.
Whitney Beale is a dedicated professional with extensive experience in finance and business management. Currently, Whitney serves as a Small Business Owner at Bella Lee Creatives, specializing in event backdrops and balloons since July 2021. Additionally, Whitney has held various roles at Summit Financial Group, Inc. since July 2016, including Controller, Commission Manager, and Accounts Payable Specialist. Prior experience includes a Staff Accountant position at IDLife Corporate, where responsibilities encompassed revenue reporting, bank reconciliations, and payroll processing, alongside roles as Branch Banker at BB&T and several internships in diverse fields such as internal audit and research assistance. Whitney holds a Master of Business Administration from Texas A&M University-Commerce and a Bachelor's of Science in Accounting and Finance from Longwood University.
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Summit Financial Group, Inc.
At Summit, we design and strategically implement professional benefits, insurance, and investment solutions that help secure a healthy financial future for our clients. Founded on the vision of creating a full-service benefits firm, Summit utilizes many years of industry knowledge coupled with bright, hard-working, and extremely credentialed employees to take satisfaction to a new “Summit”. Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.