Summit Brokerage Advisor Accepted into Forbes Finance Council

 

Summit Brokerage Advisor, Justin Goodbread, CFP®, CEO of Heritage Investors, accepted into Forbes Finance Council

summit brokerageForbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management and Investment Firms

Boca Raton, FL, January 17, 2016 – Summit Brokerage Services, Inc. the Highest Rated Independent Broker-Dealer in the Country**, is pleased to announce that one of its advisors, Justin Goodbread, CFP®, CEO of Heritage Investors and Editor in Chief for Financiallysimple.com, has been accepted into the Forbes Finance Council, an invitation-only community for executives in accounting, financial planning, wealth and asset management and investment firms.

Goodbread, joins other Forbes Finance Council members, who are hand-selected, to become part of a curated network of successful peers and get access to a variety of exclusive benefits and resources, including the opportunity to submit thought leadership articles and short tips on industry-related topics for publishing on Forbes.com.

Forbes Councils combines an innovative, high-touch approach to community management perfected by the team behind Young Entrepreneur Council (YEC) with the extensive resources and global reach of Forbes. As a result, Forbes Council members get access to the people, benefits and expertise they need to grow their businesses — and a dedicated member concierge who acts as an extension of their own team, providing personalized one-on-one support.

When asked about the opportunity, Justin said, “I am excited to join this elite team of finance professionals.  My life long career as an entrepreneur has specifically prepared me for advising, teaching and training today’s young business owner.  In my practice, Heritage Investors, I serve at the privilege of select clients, many of whom are business owners themselves.  My goal is to make the world of finance simple, easy to understand, and fun.  With so much stress and angst surrounding the topic of money, I personally strive to simplify money.”

Scott Gerber, founder of Forbes Councils, says, “We are honored to welcome Justin Goodbread, CFP® into the community. Our mission with Forbes Councils is to curate successful professionals from every industry, creating a vetted, social capital-driven network that helps every member make an even greater impact on the business world.”

Justin Goodbread may be reached at:

Heritage Investor

11470 Parkside Dr., Suite 201

Knoxville, TN 37938

jgoodbread@heritageinvestor.com

865-690-1155

 

Summit Brokerage Services was voted the #1 boutique independent broker dealer in the country. Let us show you why! To experience the Summit difference and learn more about our network of independent financial advisors, visit https://www.summitbrokerage.com  or call us at (800) 354-5528.

 

About Summit Brokerage Services, Inc.

Summit Brokerage Services is part of Cetera Financial Group. 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.

 

About Cetera Financial Group

Cetera Financial Group® (“Cetera”) is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.  Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.

 

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations.  Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.  For more information, visit www.ceterafinancialgroup.com.

 

About Forbes Councils

Forbes partnered with the founders of Young Entrepreneur Council (YEC) to launch Forbes Councils, invitation-only communities for world-class business professionals in a variety of industries. Members, who are hand-selected by each Council’s community team, receive personalized introductions to each other based on their specific needs and gain access to a wide range of business benefits and services, including best-in-class concierge teams, personalized connections, peer-to-peer learning, a business services marketplace, and the opportunity to share thought leadership content on Forbes.com. For more information about Forbes Finance Council, visit https://forbesfinancecouncil.com/. To learn more about Forbes Councils, visit forbescouncils.com.

The criterion to participate in the Forbes Finance Council is by invitation only from the Forbes Council. There is an optional $1,400 annual editorial fee from Forbes to edit the articles. This award is not indicative of the advisor’s future performance.

Heritage Investors is an independent firm with securities offered through Summit Brokerage Services, Inc., Member FINRA, SIPC. Advisory services offered through Summit Financial Group, Inc., a Registered Investment Advisor.”

*”Cetera Financial Group” refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, First Allied Securities, Girard Securities, The Legend Group and Summit Brokerage Services.

**Industry related publication

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