Boca Raton, FL, April 22, 2014 – Independent financial advisors Greg Couch, Brad Montell and Tyler Montell of Meridian Wealth Management have recently joined Summit Brokerage Services, Inc., the #1 Independent Broker-Dealer in the Country*.
Previously affiliated with Spire Securities, the team has two offices in Kentucky (Lexington and Shelbyville) managing $200 million in client assets. Meridian Wealth Management offers their clients a fee-based service model which provides their clients greater flexibility and customized investment options.
Greg Couch said, “Summit is the perfect fit for our practice. Their culture of outstanding customer service and their technology solutions are essential for our success and the growth of our business.”
For more information on Summit Brokerage Services, visit www.joinsummit.com or contact us at (800) 354-5528.
About Summit Brokerage Services, Inc.
Summit Brokerage Services, Inc. is a Boca Raton, 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.
Contact Person: Mindy Clapp
Company Name: Summit Brokerage Services, Inc.
Telephone Number: 561.338.2770
Fax Number: 561.338.2843
Email Address: firstname.lastname@example.org
Web site address: www.summitbrokerage.com
*Rated by REP magazine’s Independent Broker-Dealer Report Card.