Teams at Summitry

Client-facing advisor-in-training managing a book of clients (<$1M AUM), delivering financial planning support, preparing meeting materials, executing follow-ups, driving relationship growth and referrals, and progressing toward full Financial Advisor responsibilities and CFP certification.

Serve as primary advisor for high-net-worth clients ($5M+ AUM), deliver comprehensive financial planning across investments, tax, equity compensation, estate, and retirement; lead client meetings, coordinate with portfolio, tax, and estate professionals; grow business via referrals and COIs; mentor associate advisors.