About Us

It's Your Turn to Be the Client

Our philosophy is simple—servicing your clients is the most important thing to you, and servicing you, as our client, is the most important thing to us.

Founded on a Commitment to You

What sets Summit apart is service, and our commitment to maintain a culture among our employees to provide the highest standard in personalized boutique service to our financial advisors and their clients. Whether you are dually-registered or an IAR, we have a solution to meet your needs. Hear from President Marshall T. Leeds about how Summit was built on a commitment to you.

Read More

Our Core Values


We make decisions honestly and fairly, with our partners and their clients' best interests in mind.


We unite the Summit family and achieve success through openness, honesty, support and trust.


We embrace change and adapt with ingenuity, flexibility and resourcefulness.

Senior Management

View Expertise
Marshall Leeds
President and Regional Director
View Expertise
Rob Crowe
Executive Vice President and Chief Marketing Officer
View Expertise
Fred G. Fram
Executive Vice President, Compliance and Operations
View Expertise
Steven C. Jacobs
Executive Vice President, Chief Financial Officer
View Expertise
Susan Camacho
Director of Commissions

Use the button below to find the office of a Summit advisor near you.

Locate an Office

Hear What Our Advisors Have to Say

"Summit offers a unique culture and is truly a firm that values you and your family. They continue to bring new products, services and ideas to help us continue to raise the bar in providing value to our clients. I look forward to being part of the Summit family for years to come!"

Lindsay Chrystan Michigan