Teams at Summitry

Serve as primary advisor for high-net-worth clients, delivering comprehensive financial planning and investment guidance. Lead client meetings, develop strategies across investments, tax, equity compensation, estate and retirement planning, coordinate with portfolio managers and external professionals, drive organic growth, and mentor associate advisors.

Client-facing advisor-in-training who manages and grows a book of clients (<$1M AUM), delivers high-quality planning and service, maintains financial plans (eMoney), performs planning analyses (RSUs, tax planning via Holistiplan), supports Financial Advisors on larger households, contributes to business development and proposals, prepares meeting materials, and progresses toward leading client relationships independently.

Serve as primary advisor for high-net-worth clients, create and deliver comprehensive financial plans, lead client meetings, coordinate with portfolio, tax, and estate professionals, manage an established book (under 100 households), and drive organic growth through referrals and business development.