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LeRoy Wealth Management Group at Summit Financial, LLC. logo

LeRoy Wealth Management Group at Summit Financial, LLC. Employee Directory

Financial ServicesNew Jersey, United States2-10 Employees

LeRoy Wealth Management Group at Summit Financial, LLC operates in the financial services sector, offering comprehensive financial planning and wealth management solutions. Based in Parsippany, New Jersey, the group serves high net worth individuals, including senior executives, entrepreneurs, and owners of private companies, providing coordinated guidance for complex financial needs. The firm emphasizes a personalized, relationship-driven approach aimed at helping clients manage their financial futures while focusing on other priorities. Investment advisory and planning services are conducted through Summit Financial, LLC, an SEC-registered investment advisor, with securities brokerage offered through Purshe Kaplan Sterling Investments, highlighting its position within a network of affiliated financial services providers. The group has a long-standing presence of over 25 years under founder John LeRoy, reflecting a dedicated specialization in wealth management for a select client base.

Find LeRoy Wealth Management Group at Summit Financial, LLC. employees' phone numbers or email addresses

LeRoy Wealth Management Group at Summit Financial, LLC. Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

LeRoy Wealth Management Group at Summit Financial, LLC.'s Leadership

  • Stylized image of a person
    D. W.
    Founder & Managing Director
    Mobile Phone
  • Stylized image of a person
    N. V.
    Managing Director
    Mobile Phone
  • Stylized image of a person
    K. O.
    Director Of Client Services
    Mobile Phone

LeRoy Wealth Management Group at Summit Financial, LLC. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from LeRoy Wealth Management Group at Summit Financial, LLC.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    D. W.
    Founder & Managing Director
    Mobile Phone
    United StatesNew Jersey
    Jun 25, 2026
  • Stylized image of a person
    N. V.
    Managing Director
    Mobile Phone
    United StatesNew Jersey
    Oct 18, 2025
  • Stylized image of a person
    K. O.
    Director Of Client Services
    Mobile Phone
    United StatesNew Jersey
    Nov 25, 2025

Frequently Asked Questions

What is LeRoy Wealth Management Group at Summit Financial, LLC. known for?

Minus sign iconPlus sign iconLeRoy Wealth Management Group at Summit Financial, LLC. operates in the Financial Services industry. Explore LeRoy Wealth Management Group at Summit Financial, LLC.'s company overview page for more information.

What is LeRoy Wealth Management Group at Summit Financial, LLC.'s most common email format?

Minus sign iconPlus sign iconLeRoy Wealth Management Group at Summit Financial, LLC. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more LeRoy Wealth Management Group at Summit Financial, LLC. email formats with LeadIQ.

How many employees does LeRoy Wealth Management Group at Summit Financial, LLC. have currently?

Minus sign iconPlus sign iconLeRoy Wealth Management Group at Summit Financial, LLC. has approximately 2 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are LeRoy Wealth Management Group at Summit Financial, LLC.'s key employees and leadership?

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As of July 2026, LeRoy Wealth Management Group at Summit Financial, LLC.'s key employees include:

  • Founder & Managing Director: D. W.
  • Managing Director: N. V.
  • Director Of Client Services: K. O.

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