John LeRoy


Credentials: CFP®   
Years of Experience: 27

Address: 4 Campus Drive, Suite 2, Parsippany, NJ 07054
Phone: 973-285-3634

John is a CERTIFIED FINANCIAL PLANNER® professional and the founder of LeRoy Wealth Management Group at Summit Financial, LLC. Starting with the firm in 1991, John has over 25 years of experience working with high net-worth individuals and their families. His clients include CEO’s and executives, senior wall street professionals, private business owners, entrepreneurs and physicians.

John lives in Chatham, NJ with his wife Cynthia, his three daughters and his dog Louie. He enjoys coaching his daughter’s lacrosse team, skiing and traveling with his family

• Shareholder of Summit Equities, Inc and Summit Risk Management, Inc.
• Member of Summit Financial Investment Committee
• Member of Summit Financial Advanced Planning Committee

• Lehigh University, BS Business and Economics
• College for Financial Planning, CERTIFIED FINANCIAL PLANNER®

• Retirement Planning
• Comprehensive Estate Planning
• Investment Management
• Risk Management and Insurance Planning
• Income Tax Planning
• Continuity & Inter-generational Planning

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.

Summit Financial, LLC (“Summit Financial”) operates a website at (the “Site”). By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Summit Financial nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Summit Financial nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment.

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