SAN RAMON, Calif., September 23, 2022–(BUSINESS WIRE)–Tiffany Taylor, a dynamic sales leader with over 20 years of experience leading business growth and development, has joined Summit Financial Group, LLC as the Director of Development.
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Tiffany Taylor (Photo: Business Wire)
Tiffany is the first to hold this newly created role with Summit, a rapidly expanding comprehensive financial planning and wealth management firm in San Ramon. In this role, she will aid the growth strategy as a dedicated resource to the existing Summit financial advisors, and in the recruitment and onboarding of new advisors.
She has spent over two decades playing an integral part in the growth of various successful broker-dealers and registered investment advisors (RIAs). Throughout her industry tenure, she has assisted financial professionals at various levels of success in creating strategies and approaches to meet their practice and business goals.
Nathan Bennett, one of the founding partners at Summit said, “Tiffany radiates our core values of caring about people, being committed to growth, and doing it right, and we know she is going to be a fantastic addition to our team. Tiffany brings a wealth of experience in our industry with stints at an insurance-based B/D, and her most recent assignment working with transitioning advisors in an independent B/D. She has had a front-row seat to great advisory practices and has witnessed some of the missteps that can occur as well. Combine this with her passion for building and her genuine interest in people, and we are excited indeed to bring her to Summit!”
ABOUT SUMMIT FINANCIAL GROUP
Summit Financial Group, LLC, is a wealth management firm with a purpose to enrich the lives of our clients, our team, and our community. At our core we are team players who strive for growth, care about people, and always endeavor to do the right thing. Our goal is to educate clients so they understand their financial picture and implement solutions that match their priorities and resources. We aim to be the trusted resource for them and earn that distinction by consistently treating their wealth as if it were our own.
For further information about Summit Financial Group, LLC please visit www.summitadvisors.com.
Tiffany is a registered representative of Securian Financial Services Inc. Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Securities dealer and registered investment advisor of Securian Financial Services, Inc. Summit Financial Group, LLC is independently owned and operated. TR# 4952837. DOFU 09/22
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Summit Financial Group, LLC
2000 Crow Canyon Place, Suite 450, San Ramon, CA 94583