Financial advisors William Diener and Andrew Lenner of Diener and Lenner Wealth Management in Boca Raton, FL, have recently joined Summit Brokerage Services, Inc., the #1 Independent Broker-Dealer in the Country*.
Previously affiliated with Morgan Stanley, the team manages over $65 million in client assets and has a combined 64 years of experience.
William Diener said, “We joined Summit because of the right balance between size and offerings. Their home office staff to advisor ratio demonstrates the value they place on growing our practice and providing proper technology, practice management and marketing tools to support it. This right balance made us feel important and not just a number.”
About Summit Brokerage Services, Inc.
Summit Brokerage Services is a member of Cetera Financial Group, RCS Capital Corporation’s (NYSE: RCAP) retail investment advice platform. Summit Brokerage 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.