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Summit Financial Group, Llc

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Facts about Summit Financial Group, Llc

Description
Financial Group, LLC
Website
summitadvisors.com
HQ Location
San Ramon, CA, United States
Number of employees
11-50
Industry
Financial Services
Latest update
May 1, 2024

Social media accounts of Summit Financial Group, Llc

X
Facebook
@summitfinancialgroup
Linkedin
@summit-financial-group-llc

Summit Financial Group, Llc employees

Steve Wilcox avatar
Steve Wilcox
Co-Owner, Financial Advisor
Erin Haubner avatar
Erin Haubner
Director of HR & Operations
Jay Gilson avatar
Jay Gilson
Senior Director
Odette Givens avatar
Odette Givens
Executive Practice Assistant
Brendan Noonan avatar
Brendan Noonan
Financial Advisor
Nathan Bennett avatar
Nathan Bennett
Managing Partner
Donald Ledoux avatar
Donald Ledoux
Financial Advisor
Wanda Ladrillono avatar
Wanda Ladrillono
Executive Assistant
Gina Morais avatar
Gina Morais
Financial Advisor, CFP®
Aaron Peabody avatar
Aaron Peabody
Financial Advisor, CFP®
Nancy McMillin avatar
Nancy McMillin
Executive Assistant
Jeneen Slack avatar
Jeneen Slack
Financial Advisor
Connor Merrigan avatar
Connor Merrigan
Financial Advisor
Robert Avey avatar
Robert Avey
Financial Advisor
Vanessa Savage avatar
Vanessa Savage
Financial Advisor
Rachael Kepke avatar
Rachael Kepke
Manager of Financial Planning & Professional Services
John O’Dea avatar
John O’Dea
Financial Advisor
Michael Schomaker avatar
Michael Schomaker
Financial Advisor
Nik Linton avatar
Nik Linton
Financial Advisor
Dash Grammer avatar
Dash Grammer
Financial Advisor
Cody Smith avatar
Cody Smith
Financial Advisor, CFP®, CBEC®, CEPA®
Tamila Miceli avatar
Tamila Miceli
Trading and Investment Specialist
Kim Damiani avatar
Kim Damiani
Financial Advisor
Veronica Santiago avatar
Veronica Santiago
Marketing Specialist

Frequent questions about Summit Financial Group, Llc

How many employees does Summit Financial Group, Llc have?
Summit Financial Group, Llc has approximately 11-50 employees.
What is Summit Financial Group, Llc's industry?
Summit Financial Group, Llc is involved in the industry of Financial Services.
Where is Summit Financial Group, Llc's headquarters?
Summit Financial Group, Llc's headquarters is located in San Ramon, CA, United States.
What is the website of Summit Financial Group, Llc?
You may visit their official website at https://summitadvisors.com
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