As the winningest coach in the NFL and as the only coach to ever lead a NFL team to an undefeated season, he currently holds the NFL record for the most career wins with 347. Coach Shula's legendary characteristics—leadership, integrity, and honor—make him Summit 's ideal spokesperson.
Summit is a independent firm based in Boca Raton, Fla., and services more than 450 independent financial advisors throughout the United States. At Summit, our mission is clear and unequivocal: to treat our financial advisors as our customers, and to provide them with the same level of service and support that they provide to their clients in a way that makes them want to call Summit their home. Coach Shula says, "The difference between a great player and a legend is often the team they're playing on." Summit provides a high level of service from our support team of home office associates and executives.
The winning result: a team that attracts the best financial advisors and keeps them. With one of the highest advisor retention rates in the industry, Summit provides the ideal environment for independent advisors who want to get the most out of their careers. Whether you wish to be dually-registered or RIA-only, Summit has a solution to meet your needs.
Summit believes that Coach Shula's reputation, both on and off the field, will help further solidify the firm's reputation. Coach Shula expressed his enthusiasm when he stated, "I see in the management and associates of Summit the same types of characteristics that I looked for when building championship teams. I look forward to my role in working with Summit to recruit the industry's best advisors."
Marshall Leeds, Summit's President and CEO, stated, "We are extremely pleased that Coach Shula has agreed to support Summit in the growth of our firm."
Call 866.354.5798 to speak to a Business Development associate today to join the Summit team.