LeadIQ logo
Learn more at LeadIQ.com
Summit Financial Group, LLC logo

Summit Financial Group, LLC Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

Summit Financial Group, LLC is a financial services firm based in San Ramon, California, operating as a boutique independent practice. The firm has more than 20 years of experience serving financial advisors and maintains a community for peer insights and best practices. It provides resources and support to advisers to help focus on cultivating client relationships and growing their business. Securities are offered through Raymond James Financial Services, Inc., and investment advisory services through Raymond James Financial Services Advisors, Inc.; Summit is not a registered broker/dealer and operates independently of Raymond James, with service availability subject to regulatory registration. The company has 51-200 employees and reports revenue in the range of $50 million to $100 million; more information is available at https://summitadvisors.com.

Find Summit Financial Group, LLC employees' phone numbers or email addresses

Summit Financial Group, LLC Global Highlights

Location
Employees

North America
92

Minus sign iconPlus sign icon
  • United States Of America
    92

Summit Financial Group, LLC's Leadership

  • Chief Information Officer at Summit Financial Group, LLC
    P. T.
    Chief Information Officer
    Mobile Phone
  • Chief Financial Officer at Summit Financial Group, LLC
    R. P.
    Chief Financial Officer
    Mobile Phone
  • Vice President Chief Accounting Officer at Summit Financial Group, LLC
    J. M.
    Vice President Chief Accounting Officer
    Mobile Phone
  • Vice President Financial Consultant at Summit Financial Group, LLC
    W. P.
    Vice President Financial Consultant
    Mobile Phone
  • President at Summit Financial Group, LLC
    B. R.
    President
    Mobile Phone
  • Owner at Summit Financial Group, LLC
    J. L.
    Owner
    Mobile Phone
  • Financial Advisor And Founder at Summit Financial Group, LLC
    M. L.
    Financial Advisor And Founder
    Mobile Phone
  • Regional Vice President at Summit Financial Group, LLC
    A. B.
    Regional Vice President
    Mobile Phone

Summit Financial Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Human Resources
  • Other
  • Business

Contact profiles from Summit Financial Group, LLC

Name
Title
Contact
Location
Last Update
  • Executive Vice President Risk Management at Summit Financial Group, LLC
    W. K.
    Executive Vice President Risk Management
    Mobile Phone
    Oct 17, 2024
  • Director Of Hr & Operations at Summit Financial Group, LLC
    E. E. E. H.
    Director Of Hr & Operations
    Mobile Phone
    Bay
    Aug 28, 2026
  • Director Of Advisor Services at Summit Financial Group, LLC
    R. K.
    Director Of Advisor Services
    Mobile Phone
    Jun 08, 2026
  • Marketing Manager at Summit Financial Group, LLC
    A. K.
    Marketing Manager
    Mobile Phone
    Apr 07, 2026
  • Case Manager At Navos Mental Health Solutions at Summit Financial Group, LLC
    B. C.
    Case Manager At Navos Mental Health Solutions
    Mobile Phone
    Oct 23, 2024
  • Practice Manager at Summit Financial Group, LLC
    J. B.
    Practice Manager
    Mobile Phone
    Oct 18, 2024
  • Client Service Manager at Summit Financial Group, LLC
    L. O.
    Client Service Manager
    Mobile Phone
    Oct 17, 2024
  • Manager Business at Summit Financial Group, LLC
    M. S.
    Manager Business
    Mobile Phone
    Oct 22, 2024
  • Branch Manager at Summit Financial Group, LLC
    W. C.
    Branch Manager
    Mobile Phone
    Oct 21, 2024
  • Financial Advisor at Summit Financial Group, LLC
    J. S.
    Financial Advisor
    Mobile Phone
    Bay
    Jun 08, 2026

Frequently Asked Questions

What is Summit Financial Group, LLC known for?

Minus sign iconPlus sign iconSummit Financial Group, LLC operates in the Financial Services industry. You can contact Summit Financial Group, LLC's main corporate office by phone at
+1-925-866-****
. Explore Summit Financial Group, LLC's company overview page for more information.

What is Summit Financial Group, LLC's most common email format?

Minus sign iconPlus sign iconSummit Financial Group, LLC employees' email format typically follows the pattern of First@summitadvisors.com. Trying to find reliable and up-to-date employee contact data? Find more Summit Financial Group, LLC email formats with LeadIQ.

How many employees does Summit Financial Group, LLC have currently?

Minus sign iconPlus sign iconSummit Financial Group, LLC has approximately 64 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Summit Financial Group, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Summit Financial Group, LLC's key employees include:

  • Chief Information Officer: P. T.
  • Chief Financial Officer: R. P.
  • Vice President Chief Accounting Officer: J. M.
  • Vice President Financial Consultant: W. P.
  • President: B. R.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.