Summit Legacy Strategies
Comprehensive financial planning firm focused on providing best in class service to our clients and a forward thinking work environment for our Advisors. Summit Legacy Strategies is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 1250 S. Capital of Texas Highway, Suite 1-500, Austin, TX 78746,(512) 585-5624 PAS is a wholly owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.
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Verified contacts
22
available on Kipplo
LinkedIn employees
22
11 to 50 range
Open roles
—
no listings
Distinct roles
14
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
22 contacts with verified email or phone · masked until revealed.
- RD
Rick Demko
Managing Director · General Business & Management
EmailPhone - GM
Guadalupe Mata
Wealth Strategist · Finance & Accounting
EmailPhone - BW
Brent Walker
Financial Representative · Sales & Business Development
EmailPhone - DF
Dwayne Failla
Financial Representative · Sales & Business Development
EmailPhone - JW
John Walker
Financial Representative · Sales & Business Development
EmailPhone - OS
Omar Saeed
Financial Professional · Finance & Accounting
EmailPhone - RD
Roland Desharnais
Financial Services Representative · Customer/Client Service
EmailPhone - IT
India Thomas-Johns
-, · Other
EmailPhone
Showing 8 of 22 verified contacts
Top roles at Summit Legacy Strategies
14 distinct titles indexed · top 10 shown.
- 5financial representative
- 3financial professional
- 1-,
- 1executive assistant to chief executive officer
- 1financial advisor
- 1financial planner
- 1financial professional with summit legacy strategies
- 1financial services representative
- 1managing director
- 1marketing coordinator
- +4more titles
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