Eric Jimenez completed an internship program working under Kevin Rex, a Senior Wealth Advisor at Summit Financial, and subsequently joined Summit as a Financial Planner within the Integrated Planning Group. Eric works alongside other group members in creating comprehensive financial plans by generating cash flows, insurance analyses, and various other reports using Microsoft Excel and financial planning software such as eMoney. In 2019, Eric graduated from William Paterson University with a BS in Finance. Eric is currently finishing his MBA and plans on attending Seton Hall Law next Fall in pursuit of his J.D. Eric was born and raised primarily in New Jersey but has lived in other states such as Florida and North Carolina.
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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