Financial advisor J. Whit Story of Colony Financial in Fitzgerald, GA has recently joined Summit Brokerage Services, Inc., the #1 Independent Broker-Dealer in the Country*.
He was previously affiliated with First MidWest, where he managed $65 million in client assets. Story brings 18 years of industry experience.
“We joined Summit because of their diverse product offerings and their willingness to service the advisor first. Their vision of servicing the advisor which is echoed in all of their home office associates was the driving force for us to join Summit,” Story said.
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.