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.
We are extremely honored to announce that for the second consecutive year Summit Financial, LLC has been recognized in the...
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We are extremely proud to announce that Summit Financial, LLC has been ranked #52 in the Barron’s ranking of America’s...
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The competition to attract or acquire leading advisors or advisory firms is fierce. Whether you are a top advisor choosing your...
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