LeadIQ logo
Learn more at LeadIQ.com
Summit Financial Services, LLC logo

Summit Financial Services, LLC Employee Directory

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.

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

Summit Financial Services, LLC Global Highlights

Location
Employees

North America
34

Minus sign iconPlus sign icon
  • United States Of America
    34

Africa
2

Minus sign iconPlus sign icon
  • Ghana
    1
  • South Africa
    1

Asia
1

Minus sign iconPlus sign icon
  • India
    1

Europe
1

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    1

Summit Financial Services, LLC's Leadership

  • Chief Operating Officer at Summit Financial Services, LLC
    C. P.
    Chief Operating Officer
    Mobile Phone
  • President at Summit Financial Services, LLC
    B. P.
    President
    Mobile Phone
  • President & Founder at Summit Financial Services, LLC
    J. R.
    President & Founder
    Mobile Phone
  • President at Summit Financial Services, LLC
    J. H.
    President
    Mobile Phone
  • President at Summit Financial Services, LLC
    J. P.
    President
    Mobile Phone
  • President at Summit Financial Services, LLC
    R. B.
    President
    Mobile Phone
  • Head Of Legal at Summit Financial Services, LLC
    M. S.
    Head Of Legal
    Mobile Phone
  • Owner And Chief Executive Officer at Summit Financial Services, LLC
    M. L.
    Owner And Chief Executive Officer
    Mobile Phone

Summit Financial Services, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Banking
  • Business
  • Community & Social Services
  • Finance
  • Other

Contact profiles from Summit Financial Services, LLC

Name
Title
Contact
Location
Last Update
  • Wealth Advisor at Summit Financial Services, LLC
    W. W.
    Wealth Advisor
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Summit Financial Services, LLC known for?

Minus sign iconPlus sign iconSummit Financial Services, LLC operates in the Financial Services industry. You can contact Summit Financial Services, LLC's 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?

Minus sign iconPlus sign iconSummit Financial Services, LLC employees' email format typically follows the pattern of First@sfsmd.com. 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?

Minus sign iconPlus sign iconSummit Financial Services, LLC has approximately 16 employees as of September 2026. These team members are located across 4 continents, including North America, Africa and Asia.

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

Minus sign iconPlus sign icon

As of September 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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.