A pair of former brokers-turned-advisors in Columbus, Ohio have broken away for the second time in a year to launch their own practice under Parsippany, N.J.-based RIA Summit Financial.

The new practice, dubbed Advocus Private Wealth, is led by Steve C. Vujevich and Matthew P. Anderson, ex-Merrill Lynch brokers who have left Chicago-based firm Keebeck Wealth Management, a $1.6 billion-asset firm aligned with RIA service provider Dynasty Financial Partners.

RECENT INSIGHTS

April 18, 2024

Addition of integrated, alternative investment solutions to help advisors attract and retain high-net-worth clients, further strengthening their competitive edge

READ MORE
February 5, 2024

We’re excited to announce the addition of Garrett, Perkins & Horton Advisory Partners and Brad Werner & Company to our...

READ MORE
January 18, 2024

Baltimore County-based $300 million multi-family office joins Summit Financial to utilize its scale, resources, and integrated technology platform

READ MORE