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Whitney Beale Email
Controller . Summit Financial Group
Dallas, TX
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Current Roles
Employees:
136Revenue:
$28.6MAbout
At Summit, we design and strategically implement professional benefits, insurance, and investment solutions that help secure a healthy financial future for our clients. Founded on the vision of creating a full-service benefits firm, Summit utilizes many years of industry knowledge coupled with bright, hard-working, and extremely credentialed employees to take satisfaction to a new Summit. Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.Summit Financial Group Address
5420 LBJ Freeway, Suite 725Dallas, TX
United States