Summit Brokerage Services Welcomes New Advisors

The following independent financial advisors have recently joined Summit Brokerage Services headquartered in Boca Raton, FL, the #1 Independent Boutique Broker-Dealer in the Country*.

 

Jonathan Freeze of Fredericksburg, VA, previously affiliated with LPL Financial, where he managed $40 million in client assets.
Christine Dellacato of La Mesa, CA, previously affiliated with LPL Financial, where she managed $38 million in client assets.
Thomas Vilord of Turnersville, NJ, previously affiliated with SagePoint Financial, where he managed $25 million in client assets.
Richard Huppert of Brooklyn, NY, previously affiliated with LPL Financial, where he managed over $20 million in client assets.
Gerard Morda of Heathrow, FL, previously affiliated with LPL Financial, where he managed over $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.

 

Media Contact
Contact Person: Mindy Clapp
Company Name: Summit Brokerage Services, Inc.
Telephone Number: 561.338.2770
Fax Number: 561.338.2843
Email Address: mclapp@summitbrokerage.com
Web site address: www.summitbrokerage.com

 

*Ranked by an industry publication.

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