Stan Gregor is the CEO of Summit Financial LLC, a preeminent investment advisory firm with a four-decade legacy of helping advisors elevate their businesses and deliver robust client experiences. With over 30 years of experience, Stan has been involved in acquiring and integrating some of the largest and most complex banking, wealth management, insurance, and capital markets businesses and cultures, with a demonstrated track record of increasing productivity, profitability, and shareholder value.

RECENT INSIGHTS

February 2, 2023

Our CEO Stan Gregor was a guest on the DealQuest podcast with Corey Kupfer to discuss how Summit has evolved...

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October 25, 2022

2022 Forbes | SHOOK Research America’s Top 100 RIA Firms We are extremely proud to announce that Summit Financial, LLC...

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September 28, 2022

2022 Barron’s Top 100 RIA Firms List   We are proud to announce that Summit Financial, LLC has been named...

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