The following independent financial advisors have recently joined Summit Brokerage Services, the #1 Independent Boutique Broker-Dealer in the Country*.
Gaetan “GJ” Gagne of Boca Raton, FL has joined Summit Brokerage Services located in Boca Raton, FL. He was previously affiliated with Morgan Stanley where he managed over $50 million in client assets.
Elisabet “Ana” Ramos of Miami Beach, FL has joined Summit Brokerage Services located in Boca Raton, FL. She was previously affiliated with LPL Financial where she managed $25 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.