Michael Megill

Sr Wealth Advisor

Years of Experience: 32

Address: 1 Harding Road, Suite 100 Red Bank NJ 07701
Phone: 973-285-4490
Email: mmegill@sfr1.com
LinkedIn: https://www.linkedin.com/in/michael-megill-5a1238/

Michael brings over 30 years of wealth management and financial planning experience to Summit Financial LLC.
Using a holistic approach, Mike’s team creates a personalized plan integrating all aspects of your unique goals and objectives.

A team of legal, tax, and financial planning experts that collaborate with you…placing YOU at the center.

Michael develops a deep understanding of clients’ financial goals and objectives and integrates best of best firm expertise and leading edge technology to maximize the client experience for families and business owners.
Michael resides in Monmouth County, NJ and has two children. He enjoys spending time with his kids and friends while being a surf fishing enthusiast and active community member.

Disclaimer: “The Summit financial planning design team includes admitted attorneys and/or CPAs who act exclusively in a non-representative capacity with respect to Summit’s clients. Neither they nor Summit provide tax or legal advice to clients. Clients should make all decisions regarding the tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors.”

Latest News and Headlines

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 summitfinancial.com (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.

Form CRS | Investment Advisory Brochure (ADV 2A) | Disclaimer | Wrap Fee Program Brochure | Privacy Notice | BCP

This website is available for informational purposes only and does not constitute an offer to sell or a solicitation to buy a security or any form of investment advice offered by Summit Financial, LLC

Check the background of this firm on FINRA BrokerCheck

Call Now Button