Summit Financial
Anthony L. McElynn serves as the Chief Compliance Officer at Prudential Financial and Prudential Customer Solutions, LLC, with a focus on establishing compliance programs for ERISA standards. Previously, experience includes Vice President roles at E*TRADE Financial Corporation, overseeing fiduciary compliance, forensic testing, and records retention initiatives, and managing national retail services. Anthony L. McElynn also held a Vice President position at TD Waterhouse, leading teams and handling client disputes. Academic credentials include a Bachelor of Arts from Villanova University and completion of the Certified Regulatory Compliance Professional program at The Wharton School.
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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.