Michelle McIntyre

Director of Growth and Business Development

Credentials:
Years of Experience: 20

Address: 4 Campus Drive Parsippany, NJ 07054
Phone: 973-285-3653
Email: mmcintyre@sfr1.com
Website:
LinkedIn:

Michelle McIntyre joined Summit Financial as the Director of Growth and Business Development, reporting to Stan Gregor. Michelle will be responsible for recruiting advisors as well as partnering with Merchant, Mass Mutual, Fidelity and other 3rd party vendors and recruiters to grow our advisor base.  Michelle is an executive with over 20 years of experience in Private Wealth Management, Banking, Investment Management, Retirement Services and Financial Planning.

 

Most recently, Michelle was a Senior Financial Advisor and COO for an Independent Advisor Team with Cadaret Grant.   The team managed over $350 million in assets.  Prior to joining Cadaret Grant, Michelle was the Head of Distribution for Spencer Capital Advisors responsible for sales of the hedge fund and separate account management.  Subsequently, Michelle was with Merrill Lynch for 23 years in various leadership roles to include:  Western Division Sales Manager in San Francisco, CA, Eastern Division Sales Manager for the Private Banking and Investment Group in New York, New York, Senior Financial Advisor in Bridgewater, NJ, and Head of Marketing and Product Development, Retirement Services in Princeton, NJ.

 

Michelle lives in Basking Ridge, New Jersey with her daughter, Maison who is 13 and her twin boys, Tyler and Chace who are 10.

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 18 Corporate Woods Blvd., Albany, NY 12211 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.

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