Summit Brokerage Services, the #1 independent boutique broker-dealer in the country[*], is pleased to announce that Louis Hanna has joined the Firm as Executive Vice President – Business Development. Louis, with over 25-years of financial services industry experience, will oversee the recruiting and transition teams for Summit.
Prior to joining Summit, Mr. Hanna served as Director of Advisor Recruiting for Independent Financial Partners, one of LPL’s largest offices with over 500 advisors and over $30 billion in assets under advisement. There Mr. Hanna re-invigorated IFP’s recruiting effort to attract not only existing independent advisors, but also wirehouse, regional, fee-only advisors, and RIAs to the LPL Hybrid RIA/Large Enterprise Group Platform. Louis has also held senior level positions with ING Furman Selz, Paradigm Funds, American Independence Funds, and Corigin Holdings.
Mr. Hanna has a Juris Doctor degree from Quinnipiac University School of Law (formerly University of Bridgeport Law). Mr. Hanna graduated from Rutgers University with a BA in Economics. He holds his Series 7 and 63 licenses.
Marshall Leeds, Summit’s President & CEO, said, “Louis has a proven background in broker-dealer recruiting and implementing best practices for financial advisors transitioning their practice. We are excited to have him as a new member of Summit’s management team and to assist us in expanding our network of financial advisors.”
Louis Hanna said, “I am truly excited to be part of The Summit Family and the Cetera Financial Group (CFG). I feel like our advisors have the best of both worlds: the culture of a high-end, award-winning boutique broker-dealer with the formidable resources of CFG, such as Pentameter®, Connect2Clients® and Wealth Management University to name a few.”
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
[*]Industry related publication