Peter Danilaitis

Background

About Peter Danilaitis

As the Founder & CEO of Summit View Consulting, I am passionate about finding the best place for you to work and grow as a financial advisor and client associate. I tap my 20+ years of experience in the financial services industry to ensure the perfect match. As a former Market Leader, Complex Director, and Branch Manager for Wells Fargo Advisors, Ameriprise Financial, and Edward Jones, I have the background to provide financial coaching and leadership to my clients.Financial advisors deserve more than an empty suit as their Branch Manager. They need someone who understands their firm's products and services, technology offerings, and portfolio management strategies and can help them enhance their practices and achieve their goals. Others are ready to explore independence so that they are in control of their future. That is why I founded Summit View Consulting, a financial services recruiting company that offers personalized and professional support, guidance, and mentorship to financial advisors and their clients. I am always open to connecting with talented and ambitious financial advisors looking for a new opportunity to thrive and make a difference. Please get in touch with me by email at peter.danilaitis@summitviewconsulting.com for a confidential conversation.