Summit Wealth Management
Financial Advice goes beyond annual returns, net worth statements and required minimum distributions. It is the commitment to developing, implementing, and adjusting an investment plan for the families that we work with that makes a difference. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-deal and separate non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found at wfa.com/social. This information is intended for use only by residents of AK, AR, AZ, CA, CO, CT, FL, HI, IA, ID, IL, IN, MA, MN, MT, NM, NV, NY, OH, OK, OR, PA, TN,TX, UT, VA, WA, WY
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Verified contacts
7
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
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no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- KR
Krystan Resch
Portfolio Advisor · Finance & Accounting
EmailPhone - BJ
Brandon J. Blair
Senior Financial Advisor Managing Partner · Other
EmailPhone - ME
Megan Eberhart
Portfolio Manager · Finance & Accounting
EmailPhone - EL
Erika Lee
Financial Advisor · Finance & Accounting
EmailPhone
Showing 4 of 7 verified contacts
Top roles at Summit Wealth Management
6 distinct titles indexed · top 6 shown.
- 1accountant
- 1client service specialist
- 1financial advisor
- 1portfolio advisor
- 1portfolio manager
- 1senior financial advisor managing partner
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