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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.

Find Summit Financial Corp employees' phone numbers or email addresses

Summit Financial Corp Global Highlights

Location
Employees

North America
59

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  • United States Of America
    59

Africa
1

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  • South Africa
    1

Oceania
1

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  • Australia
    1

Summit Financial Corp's Leadership

  • President at Summit Financial Corp
    D. C.
    President
    Mobile Phone
  • Owner at Summit Financial Corp
    B. G.
    Owner
    Mobile Phone
  • Vice President, Retirement And Private Wealth at Summit Financial Corp
    M. G.
    Vice President, Retirement And Private Wealth
    Mobile Phone
  • Construction Vice President, Account Executive at Summit Financial Corp
    M. N.
    Construction Vice President, Account Executive
    Mobile Phone
  • Medical Director at Summit Financial Corp
    L. U.
    Medical Director
    Mobile Phone
  • Account Manager at Summit Financial Corp
    C. C.
    Account Manager
    Mobile Phone
  • Marketing Manager at Summit Financial Corp
    C. C.
    Marketing Manager
    Mobile Phone
  • Senior Account Manager at Summit Financial Corp
    K. P.
    Senior Account Manager
    Mobile Phone

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
  • Owner at Summit Financial Corp
    B. G.
    Owner
    Mobile Phone
    Australia, Queensland
    Feb 20, 2024
  • President at Summit Financial Corp
    D. C.
    President
    Mobile Phone
    Oct 18, 2024
  • Vice President, Retirement And Private Wealth at Summit Financial Corp
    M. G.
    Vice President, Retirement And Private Wealth
    Mobile Phone
    Jun 08, 2026
  • Construction Vice President, Account Executive at Summit Financial Corp
    M. N.
    Construction Vice President, Account Executive
    Mobile Phone
    Oct 22, 2024
  • Medical Director at Summit Financial Corp
    L. U.
    Medical Director
    Mobile Phone
    Oct 23, 2024
  • Account Manager at Summit Financial Corp
    C. C.
    Account Manager
    Mobile Phone
    Oct 22, 2024
  • Marketing Manager at Summit Financial Corp
    C. C.
    Marketing Manager
    Mobile Phone
    Oct 21, 2024
  • Senior Account Manager at Summit Financial Corp
    K. P.
    Senior Account Manager
    Mobile Phone
    May 08, 2023
  • Buyer And Appraiser - Used Car Manager at Summit Financial Corp
    M. B.
    Buyer And Appraiser - Used Car Manager
    Mobile Phone
    Oct 21, 2024
  • Account Manager at Summit Financial Corp
    T. P.
    Account Manager
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Summit Financial Corp known for?

Minus sign iconPlus sign iconSummit Financial Corp was founded in 1993 and operates in the Financial Services industry. You can contact Summit Financial Corp's 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?

Minus sign iconPlus sign iconSummit Financial Corp employees' email format typically follows the pattern of FLast@summitfinancialcorp.com. 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?

Minus sign iconPlus sign iconSummit Financial Corp has approximately 43 employees as of August 2026. These team members are located across 3 continents, including North America, Africa and Oceania.

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

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As of August 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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