Summit Brokerage Services Welcomes New Advisors

New AdvisorsThe following advisors have recently joined Summit Brokerage Services, the #1 Boutique Broker-Dealer in the Country*.

 

James Baltzersen of Crown Point, IN has joined Summit Brokerage Services located in Boca Raton, Florida. He was previously affiliated with Edward Jones where he managed over $50 million in client assets.

Summit Brokerage Services located in Boca Raton, Florida has recruited Richard Leist of Grandville, MI. He was previously affiliated with Oppenheimer where he managed over $25 million in client assets.

Debora Summers of Cary, NC has joined Summit Brokerage Services located in Boca Raton, Florida. She was previously affiliated with Kovack Securities where she managed $20 million in client assets.

Summit Brokerage Services located in Boca Raton, Florida has recruited Don Silberman of Lake City, FL. He was previously affiliated with Allstate Financial where he managed $25 million in client assets.

James Rockwell of Grangeville, ID has joined Summit Brokerage Services located in Boca Raton, Florida. He was previously affiliated with E.K. Riley Investments where he managed over $20 million in client assets.

Summit Brokerage Services located in Boca Raton, Florida has recruited Susan Pearlman and Gregory Kennedy of Huntington, NY. They were previously affiliated with Raymond James where they managed $60 million in client assets.

 

About Summit Brokerage Services, Inc.

Summit Brokerage Services, Inc. is a Florida-based financial services company that provides a broad range of securities brokerage and investment services to primarily individual investors. Summit Brokerage also sells insurance products, predominantly fixed and variable annuities and life insurance through its subsidiary, SBS Insurance Agency of Florida. Summit Brokerage also provides asset management services through its investment advisor, Summit Financial Group, Inc.

Media Contact

Contact Person: Mindy Clapp
Company Name:  Summit Brokerage Services, Inc.
Telephone Number: 561.338.2770
Fax Number: 561.338.2820
Email Address: mclapp@summitbrokerage.com
Web site address: www.summitbrokerage.com

 

*Ranked by an industry publication.

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