Senior Wealth Manager
Credentials: CFP® CERTIFICATION
Years of Experience: 31
Address: 4 Campus Drive, Suite 2, Parsippany, NJ 07054
I made the decision to come to Summit just after the “Black Monday” market collapse in 1987. Beginning my advisory career at that point in history gave me an understanding of the importance of having someone you can turn to to help you through the critical financial decisions that are a part of all our lives. It also made me keenly aware of how much work it can take to achieve financial independence and how important is to protect it once you are there. I wake up each day happy to know that I can provide this help to my clients.
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.
This website is available for informational purposes only and does not constitute an offer to sell or a solicitation to buy a security or any form of investment advice offered by Summit Financial, LLC
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