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

Financial ServicesMaryland, United States11-50 Employees

Summit Financial Services, LLC works with families to make the most of what they have earned, while maximizing what they leave to their loved ones. Headquartered in Bowie, Maryland Frank and Craig Hebert have been serving the local community for over 20 years. Recently, Summit Financial Services opened a branch office in Delaware to better serve our Bridgeville clients. From 401(k)s and 403(b)s to TIAA CREFs and TSPs, Summit Financial Services can show you how to leverage your legacy for generations to come. Afterall, Uncle Sam has a plan for you if you fail to have one of your own.

Find Summit Financial Services, LLC employees' phone numbers or email addresses

Summit Financial Services, LLC Global Highlights

North America
40

United States Of America
40

Africa
2

South Africa
1
Ghana
1

Asia
2

India
2

Oceania
2

Australia
2

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Summit Financial Services, LLC's Leadership

K. H.
Coo
Mobile Phone
Email
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
M. S.
Head Of Legal And Compliance Services
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 Info

Location

Last Update

S. S.
Head Of Business Development
Mobile Phone
Email
Hong KongHong Kong
Sep 24, 2025
M. S.
Head Of Legal
Mobile Phone
Email
Oct 23, 2024
S. B.
Director
Mobile Phone
Email
UNITED KINGDOMGreater London
Oct 31, 2023
E. M.
Gulf Coast Regional Manager
Mobile Phone
Email
United StatesMississippi
Feb 06, 2026
A. B.
Branch Manager
Mobile Phone
Email
United States
Nov 05, 2025
S. S.
Principal
Mobile Phone
Email
United StatesColorado
Mar 04, 2024
J. B.
Administrative Assistant
Mobile Phone
Email
United StatesMichigan
Aug 03, 2025
A. H.
Financial Advisor
Mobile Phone
Email
United StatesMassachusetts
Nov 16, 2025
D. D. S.
Insurance Agent
Mobile Phone
Email
United StatesColorado
Nov 10, 2025
B. H.
Financial Consultant
Mobile Phone
Email
United StatesGeorgia
Sep 19, 2024

Frequently Asked Questions

What is Summit Financial Services, LLC known for?

Summit Financial Services, LLC operates in the Financial Services industry. The company's main headquarters is located in Bowie, Maryland 20715 United States; 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 February 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 February 2026, Summit Financial Services, LLC's key employees include:

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

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