Summit Financial Group, Llc
Summit is a high-touch, boutique independent practice with more than 20 years of experience working with successful and happy advisors. We’re welcoming a community of like-minded peers available for sharing insights and best practices. We champion advisors with the resources and support you need so you can focus on what matters most: cultivating client relationships and growing your business. Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm Summit Financial Group LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.
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Verified contacts
42
available on Kipplo
LinkedIn employees
53
11 to 50 range
Open roles
—
no listings
Distinct roles
26
indexed titles
Tech stack
2
tools in use
Monthly traffic
448
organic / mo
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Decision-makers and verified team members
42 contacts with verified email or phone · masked until revealed.
- JG
Jay Gilson
Senior Director · General Business & Management
EmailPhone - NM
Nancy McMillin
Director of Projects · Operations
EmailPhone - TA
Tiffany A. Taylor
Director of Marketing & Development · Advertising & Marketing
EmailPhone - KH
Kimberly Horikoshi
Practice Manager · Operations
EmailPhone - AD
Aimee David
Executive Assistant · General Business & Management
EmailPhone - BP
Breanne Powers
Accounting Coordinator · Finance & Accounting
EmailPhone - GM
Gina Morais
Financial Advisor, Cfp · Finance & Accounting
EmailPhone - JP
Julie Pelletier
Retirement Plan Specialist · Finance & Accounting
EmailPhone - KD
Kim Damiani
Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 42 verified contacts
Top roles at Summit Financial Group, Llc
26 distinct titles indexed · top 10 shown.
- 8financial advisor
- 3executive assistant
- 2financial advisor, cfp
- 2financial planner
- 2practice manager
- 1,,
- 1- ()
- 1accounting coordinator
- 1associate advisor
- 1client services-practice manager
- +16more titles
Sign up to unlock all 42 contacts at Summit Financial Group, Llc
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