Nate Pugliese

National Sales Director

Credentials: CFP® ChFC®, APMA®, CLU®, CRPC®
Years of Experience: 20

Address: 4 Campus Drive Parsippany, NJ 07054
Phone: 973-285-3600

Nate Pugliese joined Summit Financial as the Executive Vice President Summit Risk Management and National Sales Director. Nate will be instrumental in firm recruiting efforts and down the road will transition the General Agent role from Steve Weinman. Nate has been with Ameriprise Advisor Group/American Express Financial Advisors for over 20 years in several roles, including, most recently; Complex Director. As Complex Director, Nate drove profitability for a large group of Financial Advisors in NJ, PA & DE. He grew firm revenue and led in recruiting results. He has experience recruiting Financial Advisors from wire houses, banks and other financial firms. Nate received his B.A. in Business Management from Gettysburg College. He lives in Westfield with his wife and twin boys.

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.

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