Summit Financial

🧑💻 As technology and AI evolve, new tools offer advisors streamlined workflows and enhanced operational efficiency. Tech adoption, however, requires broader buy-in. Our Director of Growth and Business Development Ed Friedman shares with Financial Planning how he works closely with Summit’s advisors to conduct user testing prior to firm-wide adoption, garnering feedback to ensure the technologies Summit onboards can always meet the unique needs of our team. In this story, Rachel Witkowski further explores how advisors can optimize technology selection and implementation: https://lnkd.in/eAxApzZK #SummitStong #ElevateYourExperience #WealthManagement

As we come together to commemorate this Independence Day, let’s honor the sacrifices of the brave, both past and present. From our Summit Family to yours, we wish you a safe and memorable 4th of July celebration!

Big day for the Summit Financial family as we celebrate several advisors who were recognized in AdvisorHub’s 1000 Advisors to Watch List!🎉 Join us in congratulating: 🏆200 RIAs To Watch: Daniel P. Murphy, CFP® & Great Lakes Private Wealth 🏆100 Fast-Growing Advisors To Watch - John LeRoy, CFP ® 🏆100 Fast-Growing Advisors To Watch - Monish Verma, CRPS® 🏆100 Solo Advisors To Watch - Larry Bell 🏆100 Solo Advisors To Watch - Christopher Stappas, J.D., CFP® 🏆250 Advisors To Watch (Under $1B): Joseph W. Spada, CFP® 🏆250 Advisors To Watch (Under $1B): Kenneth D. Durfee, CFP® 🏆250 Advisors To Watch (Under $1B): David Weinerman 🏆250 Advisors To Watch (Under $1B): Nicholas J Houmis, CFP® Every day, we see our financial advisors go above and beyond to serve the needs of their clients. Today, we could not be more pleased to see that hard work acknowledged. Check out the full set of advisors to watch and methodology here: https://lnkd.in/es6tKEek #SummitFinancial #ElevateYourExperience #WealthManagement

As Sunday approaches, we would like to wish a Happy Father's Day to the dads shaping lives every day! We celebrate the love, strength, and wisdom that fathers bring into our lives.

ICYMI: The addition of SRM Private Wealth marks the eleventh firm to join Summit this year, and we have no plans on slowing down! Looking ahead, we couldn’t be more excited to help advisors like Richard McWhorter achieve their goal of independence through the Summit Growth Partners custom capital model.  “What drew me to Summit was its powerhouse of resources designed to accelerate our growth,” said McWhorter. 📰 Read more about Richard's decision to breakaway and join Summit from Kenneth Corbin in Barron's Advisor: https://lnkd.in/ev-t7wEb #SummitStrong #PathwaytoIndependence #PartneredIndependence

🚀 We're proud to announce the launch of the newly independent practice SRM Private Wealth, a $1.9B breakaway team from Merrill Lynch. Headquartered in Pasadena, California and led by Richard McWhorter, the team specializes in servicing UHNW clients. In a recent interview, our CEO Stan Gregor shares more about the team's dedication to its clients. "I don’t believe you can have as big a business as Richard has if you’re not providing exceptional care, client service and exceptional solutions. I’ve been around long enough to know that’s not luck, that’s something that is earned." 📰 Read more about Richard's strategic decision to join Summit from Sam Bojarski in Citywire RIA: https://lnkd.in/egY5tawe #SummitStrong #PathwaytoIndependence #PartneredIndependence 

More than just a long weekend. As we enter Memorial Day weekend, our Summit family honors and remembers the heroes who made the ultimate sacrifice for our independence.  Your bravery and service will never be forgotten. To all who have served or are still serving, we are truly grateful!

The upcoming Memorial Day weekend marks the start of summer and with that, the time for many workers to take a well-deserved vacation and enjoy a more relaxed work environment. Like all managers, financial advisors and their firms have found different ways to navigate the summer season to ensure their clients and office needs are fully supported - regardless of who is in the office that day. Gregg Greenberg of InvestmentNews spoke with experts to understand their firms’ summer strategies. Summit advisor Monish Verma, CRPS® of Vardhan Wealth Management emphasized that "clients are more inclined to engage, reconnect, and exchange ideas" during the slower summer months, and reminds readers that this time presents a great opportunity to focus on internal morale and employee appreciation. #summer #rias #wealthmanagement #summitstrong https://lnkd.in/d2dEbtKZ

Thank you AdvisorHub’s CEO Tony Sirianni for sitting down with our CEO Stan Gregor to discuss minority interest purchase models, liquidity end game strategies, and importance of a growth chassis to enhance firm value. Read here: https://lnkd.in/eP7cAUGt #rias #powerofpartneredindpedendence #summitstrong

So proud of our Summit Financial team climbing their way to support the Leukemia and Lymphoma Society. They walked in memory of one of our own advisors, Kevin Rex, who lost his courageous battle earlier this year. Thank you to all who stepped up to fight for a world without cancer. #cancersupporter #lls #fightcancer #summitstrong