Summit Brokerage Services, Inc. National Convention Another Success

Summit Brokerage Services, Inc. ConventionBoca Raton, FL ,October 15, 2013 – Summit Brokerage Services, Inc, ranked the #1 Boutique Broker-Dealer in the Country* hosted its 2013 National Convention at the Boca Raton Resort & Club, September 25 – 28, 2013.

The theme of the three day Convention, Back to the Future, focused on how to be successful in the future by looking at and learning from the past and adapting to changes. Toward that end, the Convention gave Summit’s advisors the opportunity to share ideas with peers, hear inspiring messages and take away a wealth of information from the Firm’s strategic partners and other informative speakers.

In addition, Summit announced two momentous programs[1]:

  • An iPad® at no cost for all Chairman’s and President’s Club members, giving its advisors the ability to integrate mobile technology into their practices. Each advisor will be able to select the type of iPad® they want and have the ability to customize the various applications they prefer for their practice. In addition, Summit will provide in-depth training to all advisors on how to utilize mobile technology in their businesses.
  • Executive Access Program (eAccess) at no cost – Summit’s eAccess will take customer service to the next level by providing an exclusive collaboration cloud network that allows Summit’s Chairman’s and President’s Club members high quality, in-person video collaboration access to Summit’s Executive Committee members and key associates.

Summit Brokerage Services, Inc. ConventionStrategic partners from various investment and insurance companies led informative panel discussions, presenting key topics designed to cultivate advisors’ practices.  In addition to the panel discussions, the convention delivered featured speakers from various backgrounds – renowned generational speaker Jason Dorsey – The Gen Y Guy; well-known economist Dr. Bob Froehlich; industry veteran John Brett from Pershing; and NFL Hall of Fame quarterback Bob Griese.  The highlight of the Convention was the Awards Dinner where Summit’s leading financial advisors and members of its Chairman’s and President’s Club were recognized for their leadership and contributions.

Summit Brokerage Services, Inc. ConventionAt Summit, we provide our independent financial advisors with the level and quality of service that allows them to focus on their clients.  If you are a financial advisor who would like more information about joining Summit Brokerage, call us at 800.354.5528 or visit us at

Click here to view pictures of the 2013 Summit National Convention.

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.

Mindy Clapp
595 S. Federal Highway, #500
Boca Raton, FL 33432
*Based on an industry publication.
[1] iPad® is a registered trademark of Apple, Inc. Apple is not a participant in or sponsor of this promotion.

Summit Brokerage Services, Inc. Convention

Summit Brokerage Services, Inc. ConventionSummit Brokerage Services, Inc. Convention

Stay Connected

Subscribe to Summit Brokerage

Personalized Industry Newsfeed For You

Thank you. You are now subscribed.


Thank you. We will get in touch with you shortly.