What departments does Summit Financial Corp have?

Summit Financial Corp has employees across 6 departments including Entrepreneurship, Sales, Healthcare Services, Customer Success, Marketing.

What is the largest department at Summit Financial Corp?

The largest department at Summit Financial Corp is Customer Success with 3 employees.

Where are Summit Financial Corp employees located globally?

Summit Financial Corp has employees across 2 continents and 2 countries including United States Of America, Australia.

How has Summit Financial Corp's team size changed over time?

Summit Financial Corp's team has decreased from approximately 25 to 24 employees based on available data.

Summit Financial Corp Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

Summit Financial Corporation operated in the Financial Services sector, providing retirement planning, employee benefits, and financial planning services for organizations and individuals. The firm aimed to help clients achieve long-term financial security and peace of mind through its advisory approach, supported by a team of credentialed professionals across legal, accounting, and financial designations. Based in Wilmington, Massachusetts, Summit maintained a boutique, client-focused culture with an emphasis on long-term planning and collaborative service across divisions, even as it grew its practice. Securities were offered through LPL Financial, with investment advisory services provided by Global Retirement Partners, and insurance services through HUB International, reflecting a multi-channel approach to financial and risk management solutions.

Summit Financial Corp Global Highlights

North America
66

United States Of America
66

Oceania
1

Australia
1

Summit Financial Corp's Leadership

D. C.
President
Mobile Phone
Email
B. G.
Owner
Mobile Phone
Email
M. G.
Vice President, Retirement And Private Wealth
Mobile Phone
Email
M. N.
Construction Vice President, Account Executive
Mobile Phone
Email
L. U.
Medical Director
Mobile Phone
Email
G. H.
Dealer Relationship Manager
Mobile Phone
Email
C. C.
Account Manager
Mobile Phone
Email
C. C.
Marketing Manager
Mobile Phone
Email

Summit Financial Corp Employee Metrics

100%

50%

0%

2026

2025

Banking
Sales
Business
Finance
Program & Project Management
Other
Consultant

Contact profiles from Summit Financial Corp

Name

Title

Contact

Location

Last Update

B. G.
Owner
Mobile Phone
Email
AustraliaQueensland
Feb 20, 2024
D. C.
President
Mobile Phone
Email
Oct 18, 2024
M. G.
Vice President, Retirement And Private Wealth
Mobile Phone
Email
Jun 08, 2026
M. N.
Construction Vice President, Account Executive
Mobile Phone
Email
Oct 22, 2024
L. U.
Medical Director
Mobile Phone
Email
Oct 23, 2024
G. H.
Dealer Relationship Manager
Mobile Phone
Email
Jul 08, 2026
C. C.
Account Manager
Mobile Phone
Email
Oct 22, 2024
C. C.
Marketing Manager
Mobile Phone
Email
Oct 21, 2024
K. P.
Senior Account Manager
Mobile Phone
Email
May 08, 2023
M. B.
Buyer And Appraiser - Used Car Manager
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Summit Financial Corp known for?

Summit Financial Corp was founded in 1993 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-781-229-****

. Explore Summit Financial Corp's company overview page for more information.

What is Summit Financial Corp's most common email format?

Summit Financial Corp employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Summit Financial Corp email formats with LeadIQ.

How many employees does Summit Financial Corp have currently?

Summit Financial Corp has approximately 43 employees as of July 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Summit Financial Corp's key employees and leadership?

As of July 2026, Summit Financial Corp's key employees include:

President: D. C.
Owner: B. G.
Vice President, Retirement And Private Wealth: M. G.
Construction Vice President, Account Executive: M. N.
Medical Director: L. U.

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Summit Financial Corp Employee Directory

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