Stan Gregor is the CEO of Summit Financial, LLC., in Parsippany, N.J., with over 30 years of experience helping clients achieve their financial goals. Under his leadership, the firm has implemented SummitVantage – an innovative technology solution for financial advisors to grow their businesses and provide value-added services to clients amid an increasingly competitive landscape.
What does your firm do/offer within the fintech sector?
Summit Financial has invested significant time and resources over the last several years to make technology a major priority and build one of the most holistic turnkey tech solutions for financial advisors. SummitVantage is a single-sign on, comprehensive technology solution that integrates the tools……..