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.


May 3, 2023

A five-person team has left Wells Fargo Advisors to launch their own independent practice with Summit Financial, a Parsippany, N.J.–based...

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May 2, 2023

We’re pleased to welcome Great Lakes Private Wealth to the Summit Financial family! Based in Farmington Hills, MI, and led...

March 28, 2023

Our CEO Stan Gregor had the opportunity to speak with Tony Sirianni on the AdvisorHub podcast.  Stan shared the uniqueness...