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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
94

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  • United States Of America
    94

Summit Financial Group, LLC's Leadership

  • Stylized image of a person
    P. T.
    Chief Information Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. P.
    Chief Financial Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. M.
    Vice President Chief Accounting Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. P.
    Vice President Financial Consultant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. L.
    President And Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. R.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. L.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. L.
    Financial Advisor And Founder
    Phone icon
    Mobile Phone

Summit Financial Group, LLC Employee Metrics

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

Contact profiles from Summit Financial Group, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    W. P.
    Vice President Financial Consultant
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    W. K.
    Executive Vice President Risk Management
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    E. H.
    Director Of Hr & Operations
    Phone icon
    Mobile Phone
    Bay
    Jun 08, 2026
  • Stylized image of a person
    R. K.
    Director Of Advisor Services
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    J. M.
    Senior Operations Manager
    Phone icon
    Mobile Phone
    United StatesNew York
    Apr 15, 2026
  • Stylized image of a person
    A. K.
    Marketing Manager
    Phone icon
    Mobile Phone
    Apr 07, 2026
  • Stylized image of a person
    B. C.
    Case Manager At Navos Mental Health Solutions
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    J. B.
    Practice Manager
    Phone icon
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    L. O.
    Client Service Manager
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    M. S.
    Manager Business
    Phone icon
    Mobile Phone
    Oct 22, 2024

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. The company's main headquarters is located in 2633 Camino Ramon Suite 200 San Ramon, California United States; you can contact the 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 . 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 57 employees as of June 2026. These team members are located across 1 continents, including North America.

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

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As of June 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 And Owner: J. L.

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