Financial advisor Stephen “Russ” Story of Story Wealth Management Group in Douglas, GA has recently joined Summit Brokerage Services, Inc., the Highest Rated Independent Broker-Dealer in the Country*.
He was previously affiliated with Cantella & Co., where he managed over $40 million in client assets. Story brings 24 years of industry experience providing his clients with not only investment advice but also financial planning systems that are second to none.
“Summit is large enough to provide the products, services and operational support so I can better serve my clients, but small enough for me to maintain a personal relationship with my broker-dealer,” 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.