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

September 21, 2022

Barry plans to introduce more alternatives and active strategies to Summit’s TAMP.

Read More
September 21, 2022

Merchant-backed RIA brings on veteran investment professional to advance firm’s overall investment services for advisors.

Read More
June 1, 2022

There’s no universally correct direction for every breakaway to take. What works for some may not be the right solution...

Read More