Gateway Advisory, Llc
Gateway Advisory delivers critical financial services and advice to affluent individuals and corporate and institutional clients. We are not simply advisors; we are stewards. Our mission is to measurably improve and simplify your fiscal responsibilities — to be your gateway to a brighter financial future. Investment advisory and financial planning services offered through Summit Financial, LLC,(“Summit”) a SEC-Registered Investment Adviser, doing business as Gateway Advisory. The comments and opinions expressed on this page do not necessarily represent the views of Summit. By clicking on any non-Summit link, you will enter a privately-owned web site created, operated and maintained by a third-party. We have not verified the information and opinions found in third-party material, nor do we make any representations as to their accuracy or completeness. Neither Summit nor its affiliates endorse third-party products and services or their privacy and security policies, which may differ from ours. None of the statements on this page are intended to recommend any security, service, or product or to provide investment, tax, or any other advice. We cannot accept endorsements and recommendations.
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Verified contacts
3
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
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no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- LL
Lisa Lebbing
Office Manager · Operations
EmailPhone - CS
Cathy Sealey
Client Associate · Customer/Client Service
EmailPhone
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Top roles at Gateway Advisory, Llc
3 distinct titles indexed · top 3 shown.
- 1client associate
- 1director - retirement plans
- 1office manager
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