Summit Brokerage Concludes Leader’s, Chairman’s and President’s Club Members Retreat to the Atlantis Resort in The Bahamas
Boca Raton, FL, February 13, 2017 – Summit Brokerage Services, the #1 Independent Boutique Broker-Dealer in the Country*, is pleased to report a record number of financial advisors qualified and 220 guests attended its recent Leader’s, Chairman’s and President’s Club Getaway to the Atlantis Resort in The Bahamas. This retreat provided Summit’s advisors with a location where they could rest and relax while offering the option to participate in multiple sporting and recreational activities including golf and fishing. Summit’s advisors and their guests enjoyed a fun-filled weekend of relaxing, fine dining, and exciting entertainment. Additionally, Summit’s advisors attended two days of business meetings providing them with the opportunity to hear from industry leaders in practice management and technology.
Marshall Leeds, President and CEO, said, “This trip provided a chance for our financial advisors to take a well-deserved break, as well as an excellent opportunity to network with their peers and members of Summit’s executive management team. We were also able to provide training and education in practice management and technology to help our advisors continue to grow their business. As always it was great spending time with our advisors and their families and we look forward to many more trips in the future.”
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.
*”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 and Summit Brokerage Services.
**Industry related publication