Brian Barthold Chfc

Brian Barthold, ChFC, is a Private Wealth Planner and Executive Wealth Planner at Summit Financial, LLC, where Brian has been employed since July 2002. In this role, Brian assists clients with comprehensive financial planning, including retirement, tax, estate, insurance, investment, and fringe benefit strategies. Prior to Summit Financial, Brian worked as a Wealth Manager at Morgan Stanley for a brief period in 2001, focusing on client recruitment and relationship building. Additional experience includes serving as an Account Executive at Hornblower & Weeks Inc. and various marketing roles at Continental Broker-Dealer Corp. and Global Financial Group, Inc. Brian also served in the United States Marine Corps as a Corporal from 1994 to 1998. Brian holds a Chartered Financial Consultant (ChFC) designation from The American College of Financial Services, completed between 2009 and 2012, and a high school diploma from North Pocono High School, graduating in 1994.