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Summit Wealth Partners, LLC Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Summit Wealth Partners, LLC has about 17 employees, all of them in North America. Banking and Legal make up over half of the profiles with a known department. Summit Wealth Partners, LLC's workforce spans 4 departments.

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

Banking is the largest department at 81% of profiles with a known department, followed by Legal (10%) and Business (5%).

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 are the largest departments at Summit Wealth Partners, LLC?

Minus sign iconPlus sign iconBanking is the largest department at 81% of profiles with a known department, followed by Legal (10%) and Business (5%). Summit Wealth Partners, LLC's workforce spans 4 departments.

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.

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

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.

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.

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