Brandon Smith

Director of Integrated Planning Group

Credentials: J.D.
Years of Experience: 18

Address: 4 Campus Drive Parsippany, NJ 07054
Phone: 973-285-3600

Brandon Smith joined Summit Financial as the Director of Integrated Planning Group. Brandon will lead the Integrated Planning Group and continue to develop strategies and expertise for our Financial Advisors.  Brandon served as an Executive Officer for Grayhill LLC cumulatively for over 18 years which allowed him to partner with established Financial Advisors to develop advanced wealth transfer plans and perform comprehensive financial planning for clients. Prior to Grayhill, Brandon was at Financial Designs Ltd for several years. Brandon earned a B.A. from Emory University, his J.D. from Washburn University of Law and his LL.M. in Taxation from the University of Denver College of Law.  Brandon has just moved to New Jersey after living in Denver, CO for over 25 years.

Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany NY 12207 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.

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