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 IT and Engineering team at Summit Financial, LLC ensures the company's technology infrastructure is secure, efficient, and scalable. They manage network systems, provide technical support, and develop seamless integration solutions to enhance operational efficiency and support the firm's financial planning services for high net worth clients.

IT and Engineering

Investment Team

Financial Planning and Wealth Management

Leadership Team

IT and Engineering

About

Team members

Other teams at Summit Financial

Investment Team

Financial Planning and Wealth Management

Leadership Team