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 Investment Team at Summit Financial, LLC, is responsible for devising and implementing investment strategies tailored to high net worth clients. They oversee portfolio management, conduct in-depth market analysis, manage trading operations, and ensure accurate investment reporting. The team collaborates closely with clients to align their financial goals with appropriate investment opportunities, ensuring optimal performance and compliance.

Investment Team

Financial Planning and Wealth Management

Leadership Team

Investment Team

About

Team members

Other teams at Summit Financial

Financial Planning and Wealth Management

Leadership Team