Summit Financial Group, LLC
Nancy McMillin is an experienced professional currently serving as an Executive Assistant at Summit Financial Group, LLC since February 2023. Previously, Nancy was the Head of Sales and Customer Service at AMM Fencing, where leadership of a 10-member team contributed to business operations and sales, with successful hiring and onboarding of new team members. As Director of Family Ministry at Blue Oaks Church, management of staff and volunteers facilitated impactful programs for children and youth. In a prior role as Development Director at Teen Esteem, Nancy significantly improved donor relations and fundraising efforts. With a background in real estate as a licensed agent at Keller Williams Realty, Inc., and valuable experience in IT management, project management, and business consultancy, Nancy brings a diverse skill set crafted over a lengthy career. Nancy earned a Bachelor of Science degree in Industrial Engineering from Northwestern University.
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Summit Financial Group, LLC
Summit is a high-touch, boutique independent practice with more than 20 years of experience working with successful and happy advisors. We’re welcoming a community of like-minded peers available for sharing insights and best practices. We champion advisors with the resources and support you need so you can focus on what matters most: cultivating client relationships and growing your business. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm Summit Financial Group LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.