Summit Brokerage Concludes Circle of Excellence Retreat to the Arizona Biltmore
Boca Raton, FL, May 8, 2018 - Summit Brokerage Services, the #1 Independent Boutique Broker-Dealer in the Country*, is pleased to report a record number of financial advisors qualified and attended its recent Circle of Excellence (COE) Getaway at the Arizona Biltmore. The COE represents Summit’s top performing advisors based on leadership, client service and growth. This getaway provided Summit’s advisors a beautiful destination where they could rest and relax while offering the option to participate in multiple recreational activities including golf and hiking. Summit’s advisors and their guests enjoyed a fun-filled weekend of relaxing, fine dining, and exciting entertainment. Additionally, they attended two days of business meetings providing them with the opportunity to learn more about delivering the Advice Centric Experience™ to their clients through professional development, practice management and technology.
Marshall Leeds, President and CEO, said, “This trip was a chance for our financial advisors to refocus and gain a deeper understanding of the One-Cetera concept and how their role in this profession has never been more important. The educational opportunities we provided them will benefit our advisors as they continue to better serve their clients and grow their business by providing an advice-centric approach. It is always great spending time with our advisors and their families and we look forward to many more trips in the future.”
About Summit Brokerage Services, Inc.
Summit Brokerage Services, Inc. is part of Cetera Financial Group, a leading network of independent firms. Summit Brokerage provides a broad range of securities brokerage and investment services to primarily individual investors. Summit Brokerage also sells insurance products, predominantly fixed and variable annuities and life insurance through its subsidiary, SBS Insurance Agency of Florida. Summit Brokerage also provides asset management services through its investment advisor, Summit Financial Group, Inc.
About Cetera Financial Group®
Cetera Financial Group ("Cetera") is a leading network of independent firms empowering the delivery of professional financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading service provider to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. For more information, visit cetera.com.
*"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Investment Services (marketed as Cetera Financial Institutions), Cetera Financial Specialists, First Allied Securities and Summit Brokerage Services. All firms are members FINRA / SIPC.
**Industry related publication