Kevin Rex

President, Senior Wealth Advisor

Credentials: MBA
Years of Experience: 25

Address: 4 Campus drive Parsippany N.J. 07054
Phone: 973-285-3661

Kevin has successfully assisted a select number of high net worth families, business leaders and executives in creating multi-generational wealth through strategic wealth management planning.

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.

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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