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. 

Finance

Summit Financial

Stan Gregor

Jessie Marmolejo

Steven Melnick

Joseph Cecere

Diamant Gjonbalaj

Michael Giannotto Cams

Trish Baker

Tammy Labanca

Barbara Matin Hawkesworth

Steve Lieberman

Noreen Brown

Ed Friedman

Michael Bremer

Mara Stempler

Brandon Smith

Keith Soltis

Tara Pizzutillo

David Porro

Steve Pfundstein

Sarah Rich

Barbara Hawkesworth

Steven Weinman

The Finance and Legal Team at Summit Financial, LLC, integrates financial strategy and legal compliance to provide tailored financial planning and asset management for high net worth clients. Comprising key roles such as the CFO, Chief Legal Officer, CAO, and Tax Attorney, the team ensures fiscal prudence and regulatory adherence, optimizing financial outcomes for their discerning clientele.

Finance and Legal Team

Investment Team

Financial Planning and Wealth Management

Leadership Team

Finance and Legal Team

About

Team members

Other teams at Summit Financial

Investment Team

Financial Planning and Wealth Management

Leadership Team