Summit Financial
Ali Allegri is currently working at Summit Financial as an Addepar Reporting Specialist and Wealth Management Analyst. Prior to this, Ali gained experience in event planning, catering, clinical management, business development, and as a resident advisor. Ali holds a Bachelor of Arts degree in Business Management and Economics with a focus in Entrepreneurship from Eckerd College.
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Summit Financial
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.