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Industry Veteran Brandon Smith Joins Firm to Lead Integration of Planning Platform

PARSIPPANY, N.J.–(BUSINESS WIRE)–Summit Financial, a 36-year-old1 financial services firm supporting independent wealth management advisors, today announced the hiring of Brandon Smith, J.D., as the Director of the Integrated Planning Group. Smith will be responsible for leading the team that provides complex financial planning support for Summit Financial advisors and their clients. The Integrated Planning Group is a key component of the firm’s newly introduced SummitVantage advisor platform.

“We are dedicated to providing an innovative solution for advisors through our SummitVantage offering, and tapping industry veterans to head our departments fortifies the support we can extend to our advisors,” said Stan Gregor, CEO of Summit Financial. “Brandon brings decades of dedicated experience that will directly benefit our advisors, providing best-in-class support and the flexibility to grow.”

Smith will partner with Michelle McIntyre, Director of Growth and Business Development, as the firm introduces its SummitVantage advisor platform. SummitVantage unites all facets of a financial advisor’s practice: financial planning, investment management, risk management, operations, client billing, legal and compliance, advisor lending services and HR resources. As part of this initiative, Summit has also invested significant capital to integrate best-of-breed technologies into a single, proprietary advisor portal building off the firm’s long-standing capabilities in planning, investments and insurance.

Smith joins Summit Financial from Grayhill, LLC, where he served as an Executive Officer partnering with financial advisors to develop client wealth transfer strategies within the context of comprehensive financial plans. He earned his J.D. from Washburn University School of Law, and his LL.M. in taxation from the University of Denver College of Law. Smith also earned a B.A. from Emory University.

“Advisors who want to grow need to be equipped with the right tools, resources and expertise to guide their high-net-worth clients through complex financial planning challenges,” said Smith. “SummitVantage provides advisors with that competitive edge. I am excited to partner with forward-thinking advisors who are looking to design the best solutions for their clients.”

About Summit Financial

As an independent wealth management firm for more than 35 years, Summit Financial is proud to continue its legacy of guiding clients toward financial success by aligning extensive experience with a forward-thinking philosophy, adapting to industry changes for the sake of best serving our clients now and well into the future. With customized, wholistic and hands-on advice, we turn life’s aspirations into success stories. Our financial advice focuses on individual needs and values, not industry norms. To learn more about our firm, please visit our website at www.summitfinancial.com.

1Summit Financial, LLC, an SEC-registered investment advisor established in November 2018, is the successor firm to Summit Equities, Inc. (registered with the SEC in 1991) and Summit Financial Resources, Inc. (registered with the SEC in 1983) for all of their investment advisory and financial planning business.

SummitVantage is a branding slogan only used to identify the services offered by Summit Financial Holdings, LLC’s affiliated firms.

Contacts

Marissa Foy Comerford

Gregory FCA for Summit Financial

[email protected]
610-228-2104