Summit Brokerage Recruits Advisors with Over $20M in AUM

Summit Brokerage Recruits Advisors with Over $20M in AUMFinancial advisor Sherril Morse of Morse Financial Services in Sarasota, FL, has recently joined Summit Brokerage Services, Inc., the #1 Independent Boutique Broker-Dealer in the Country*.


Sherril Morse has been servicing the needs of clients for 20 years and manages over $20 million in client assets.


“I joined Summit for the opportunity to establish my own business and provide my clients with better research. The technology resources, service and product offerings made me realize that I had found a firm who would stand behind their promises to help grow my practice in today’s environment,” Sherril Morse said.


For more information on Summit Brokerage Services, visit or contact us at (800) 354-5528.


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.

Media Contact

Contact Person: Mindy Clapp
Company Name:  Summit Brokerage Services, Inc.
Telephone Number: 561.338.2770
Fax Number: 561.338.2843
Email Address:
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