The professional and geographical diversity of Kevin’s client base has allowed him, over the years, to develop a unique approach to comprehensive planning that focuses on strategy and cohesion across the four disciplines of strategic planning; investments, tax, law, and insurance.
In addition to serving his clients in the United States, Kevin has successfully established an international practice focusing on US expatriates and dual US citizens who live and work abroad. A sought-after speaker and advisor for law, accounting firms and MBA programs, Rex has appeared as a financial expert on Bloomberg Television, CNN, Forbes on Fox, and has been published in various, well known publications. In addition, he is a contributor to Love, Money, Control: Reinventing Estate Planning, a book that has become a valuable educational tool for colleagues, clients and the general populace.
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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