Summit Financial’s Stan Gregor offers advice on how other firms can create scalable, repeatable growth strategies and transform their practices...
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Stan Gregor is the CEO of Summit Financial LLC, a preeminent investment advisory firm with a four-decade legacy of helping...
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Our industry loves its buzzwords, and the term “financial quarterback” is a well-worn staple of advisor marketing campaigns. But if...
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A conversation with Monish Verma, Managing Partner, Vardhan Wealth Management Monish describes what is an incredibly instructive journey, starting with...
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Investor sentiment was fickle during the third quarter, resulting in meager performance for most investable assets. Equity markets echoed the...
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Summit Financial Holdings (“Summit”), a financial services firm for top independent and breakaway advisors, will fuel the launch of Advocus...
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A pair of former brokers-turned-advisors in Columbus, Ohio have broken away for the second time in a year to launch...
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A year after they broke away from Merrill Lynch, Ohio advisors Steve Vujevich and Matt Anderson are starting anew. The...
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I have at least 20 more years left in the tank. I want to build a legacy. I want to...
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PARSIPPANY, N.J.–(BUSINESS WIRE)–Summit Financial Holdings (“Summit”), a financial services firm and premier destination for independent and breakaway advisors, welcomes WealthPlan...
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“Never let a good crisis go to waste.” This compelling quote, often attributed to Winston Churchill, came to my mind...
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Financial advisor Monish Verma has partnered with Parsippany, N.J.-based Summit Growth Partners to launch an independent practice in Farmington Hills,...
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Vardhan Wealth Management is Summit Financial’s first affiliate office in Michigan. A UBS breakaway team has formed an independent wealth...
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Summit Financial Holdings says it has taken a stake in a Miami-based registered investment advisor firm, marking its foray into serving...
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Summit Financial has clinched its 13th minority investment in a registered investment advisor. Through its affiliate Summit Growth Partners, the firm...
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The most impactful lesson I’ve learned in my long career is: If necessity is the mother of invention, then crisis...
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Summit Growth Partners will be a sort of velvet rope model, providing advisors with access to Summit’s services at a...
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$300m duo launches Summit-affiliated RIA Mike Halvorsen and Joseph Bates have launched MRK Wealth Advisors in Doylestown, Pa. A father...
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To ‘advance the brand’s positioning in the marketplace’ and provide support for financial advisors October 13, 2020 — PARSIPPANY, N.J.–(BUSINESS...
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The ex-Hightower, ex-Dynasty recruiter joins Stan Gregor’s early-stage RIA roll-up, with mighty backing and good momentum Ed Friedman is back...
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Friedman, also a founding partner of Hightower, has joined Summit Financial as its director of business development and growth. Former...
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Stan Gregor is the CEO of Summit Financial, LLC., in Parsippany, N.J., with over 30 years of experience helping clients...
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Merchant Investment Management, an RIA investment firm, took a minor equity interest in Parsippany, New Jersey-based RIA Summit Financial. Merchant...
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