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.


October 26, 2023

We are extremely honored to announce that for the second consecutive year Summit Financial, LLC has been recognized in the...

October 11, 2023

We are extremely proud to announce that Summit Financial, LLC has been ranked #52 in the Barron’s ranking of America’s...

July 10, 2023

The competition to attract or acquire leading advisors or advisory firms is fierce.  Whether you are a top advisor choosing your...

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