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Summit Wealth Partners, LLC Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Summit Wealth Partners, LLC operates in the financial services sector as a registered investment adviser headquartered in Orlando, Florida. For about four decades, it has supported individuals, families, and business owners in managing their overall financial picture, with the aim of helping them make confident financial decisions and navigate different life stages. The firm emphasizes a holistic approach to financial planning and investment management.

Operating within the financial services industry, Summit Wealth Partners describes itself as a registered investment adviser that serves individuals, families, and business owners seeking guidance across their financial lives. Its disclosures note the regulatory status, clarifying that registration is not an endorsement by regulators and that investment outcomes are not guaranteed, with professional advice advised for decisions. The organization is based in Orlando and operates in jurisdictions where it is properly registered.

Find Summit Wealth Partners, LLC employees' phone numbers or email addresses

Summit Wealth Partners, LLC Global Highlights

Location
Employees

North America
41

Minus sign iconPlus sign icon
  • United States Of America
    41

Summit Wealth Partners, LLC's Leadership

  • Co-President at Summit Wealth Partners, LLC
    B. T.
    Co-President
    Mobile Phone
  • Owner at Summit Wealth Partners, LLC
    T. F.
    Owner
    Mobile Phone
  • Director Of Financial Planning at Summit Wealth Partners, LLC
    J. B.
    Director Of Financial Planning
    Mobile Phone
  • Client Relationship Manager at Summit Wealth Partners, LLC
    N. S.
    Client Relationship Manager
    Mobile Phone
  • Senior Wealth Advisor, Cfp at Summit Wealth Partners, LLC
    J. P.
    Senior Wealth Advisor, Cfp
    Mobile Phone
  • Principal at Summit Wealth Partners, LLC
    S. W.
    Principal
    Mobile Phone
  • Member at Summit Wealth Partners, LLC
    C. L.
    Member
    Mobile Phone
  • Financial Planning Associate at Summit Wealth Partners, LLC
    T. S.
    Financial Planning Associate
    Mobile Phone

Summit Wealth Partners, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Legal
  • Business
  • Community & Social Services
  • Support
  • Other

Contact profiles from Summit Wealth Partners, LLC

Name
Title
Contact
Location
Last Update
  • Co-President at Summit Wealth Partners, LLC
    B. T.
    Co-President
    Mobile Phone
    Oct 22, 2024
  • Owner at Summit Wealth Partners, LLC
    T. F.
    Owner
    Mobile Phone
    Oct 22, 2024
  • Director Of Financial Planning at Summit Wealth Partners, LLC
    J. B.
    Director Of Financial Planning
    Mobile Phone
    Apr 24, 2025
  • Client Relationship Manager at Summit Wealth Partners, LLC
    N. S.
    Client Relationship Manager
    Mobile Phone
    Oct 23, 2024
  • Senior Wealth Advisor, Cfp at Summit Wealth Partners, LLC
    J. P.
    Senior Wealth Advisor, Cfp
    Mobile Phone
    Sep 11, 2026
  • Principal at Summit Wealth Partners, LLC
    S. W.
    Principal
    Mobile Phone
    Oct 18, 2024
  • Member at Summit Wealth Partners, LLC
    C. L.
    Member
    Mobile Phone
    Jun 08, 2026
  • Financial Planning Associate at Summit Wealth Partners, LLC
    T. S.
    Financial Planning Associate
    Mobile Phone
    Oct 17, 2024
  • Client Service Specialist at Summit Wealth Partners, LLC
    W. J.
    Client Service Specialist
    Mobile Phone
    Oct 16, 2024
  • Client Service Specialist at Summit Wealth Partners, LLC
    W. N.
    Client Service Specialist
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is Summit Wealth Partners, LLC known for?

Minus sign iconPlus sign iconSummit Wealth Partners, LLC was founded in 1983 and operates in the Financial Services industry. You can contact Summit Wealth Partners, LLC's main corporate office by phone at
+1-866-977-****
. Explore Summit Wealth Partners, LLC's company overview page for more information.

What is Summit Wealth Partners, LLC's most common email format?

Minus sign iconPlus sign iconSummit Wealth Partners, LLC employees' email format typically follows the pattern of FLast@mysummitwealth.com. Trying to find reliable and up-to-date employee contact data? Find more Summit Wealth Partners, LLC email formats with LeadIQ.

How many employees does Summit Wealth Partners, LLC have currently?

Minus sign iconPlus sign iconSummit Wealth Partners, LLC has approximately 17 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Summit Wealth Partners, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Summit Wealth Partners, LLC's key employees include:

  • Co-President: B. T.
  • Owner: T. F.
  • Director Of Financial Planning: J. B.
  • Client Relationship Manager: N. S.
  • Senior Wealth Advisor, Cfp: J. P.

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