What departments does Summit Financial Services, LLC have?

Summit Financial Services, LLC has employees across 5 departments including Operations, Entrepreneurship, Business Development, Legal, Consultant.

What is the largest department at Summit Financial Services, LLC?

The largest department at Summit Financial Services, LLC is Operations with 1 employees.

Where are Summit Financial Services, LLC employees located globally?

Summit Financial Services, LLC has employees across 6 continents and 7 countries including Ghana, South Africa, India, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Summit Financial Services, LLC's team size changed over time?

Summit Financial Services, LLC's team has decreased from approximately 30 to 8 employees based on available data.

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Summit Financial Services, LLC Employee Directory

Q: Who are Summit Financial Services, LLC's key employees and leadership?

Summit Financial Services, LLC's key employees include: Owner And Chief Executive Officer: M. L., Chief Operating Officer: C. P., President: B. P., President & Founder: J. R., President: J. H..

Financial ServicesMaryland, United States11-50 Employees

Summit Financial Services, LLC is a financial services firm based in Bowie, Maryland. It assists families with retirement planning and legacy objectives, helping them optimize earnings and decide what to pass on to loved ones. Founders Frank and Craig Hebert have served the local community for more than two decades, guiding clients through employer-sponsored plans such as 401(k)s, 403(b)s, and retirement accounts like TIAA CREFs and TSPs.

The firm expanded by opening a branch in Bridgeville, Delaware to better serve clients there. It operates in the financial services sector, providing guidance on retirement and legacy planning for individuals and families, with a recent activity including participation in a retirement-planning event.

Summit Financial Services, LLC Global Highlights

North America
33

United States Of America
33

Africa
2

Ghana
1
South Africa
1

Asia
1

India
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Oceania
1

Australia
1

Summit Financial Services, LLC's Leadership

C. P.
Chief Operating Officer
Mobile Phone
Email
B. P.
President
Mobile Phone
Email
J. R.
President & Founder
Mobile Phone
Email
J. H.
President
Mobile Phone
Email
J. P.
President
Mobile Phone
Email
R. B.
President
Mobile Phone
Email
S. S.
Head Of Business Development
Mobile Phone
Email
M. S.
Head Of Legal
Mobile Phone
Email

Summit Financial Services, LLC Employee Metrics

100%

50%

2026

2025

Accounting
Banking
Business
Community & Social Services
Finance
Other
Administrative

Contact profiles from Summit Financial Services, LLC

Name

Title

Contact

Location

Last Update

B. P.
President
Mobile Phone
Email
Oct 17, 2024
C. P.
Chief Operating Officer
Mobile Phone
Email
Oct 22, 2024
J. R.
President & Founder
Mobile Phone
Email
Oct 17, 2024
J. H.
President
Mobile Phone
Email
Oct 22, 2024
J. P.
President
Mobile Phone
Email
Oct 23, 2024
M. L.
Owner And Chief Executive Officer
Mobile Phone
Email
Aug 16, 2026
R. B.
President
Mobile Phone
Email
Oct 16, 2024
S. S.
Head Of Business Development
Mobile Phone
Email
Hong KongHong Kong
Jun 29, 2026
M. S.
Head Of Legal
Mobile Phone
Email
Oct 23, 2024
S. B.
Director
Mobile Phone
Email
UNITED KINGDOMGreater London
Oct 31, 2023

Frequently Asked Questions

What is Summit Financial Services, LLC known for?

Summit Financial Services, LLC operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-301-262-****

. Explore Summit Financial Services, LLC's company overview page for more information.

What is Summit Financial Services, LLC's most common email format?

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

How many employees does Summit Financial Services, LLC have currently?

Summit Financial Services, LLC has approximately 16 employees as of August 2026. These team members are located across 5 continents, including North AmericaAfricaAsia.

Who are Summit Financial Services, LLC's key employees and leadership?

As of August 2026, Summit Financial Services, LLC's key employees include:

Chief Operating Officer: C. P.
President: B. P.
President & Founder: J. R.
President: J. H.
President: J. P.

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Summit Financial Services, LLC Employee Directory

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