June 24, 2022
  • June 24, 2022

Summit Financial Appoints Joseph Spada, CFP® 2021 Leading Financial Advisor

By on June 8, 2022 0

PARSIPPANY, NJ, June 8, 2022 /PRNewswire/ — One of the Northeast’s leading private financial planning and wealth management firms, Summit Financial has announced that Joseph SpadaCFP® was named the firm’s 2021 Best Financial Advisor.

The award recognizes Mr. Spada as leading Summit Financial’s most productive wealth management practice for a record 24 consecutive years.

A financial advisor for over 35 years, Joe specializes in providing clients with a range of services including investment management, retirement, insurance, tax and estate planning. Integrating his clients’ wealth into their life goals and reducing their income/estate taxes are at the heart of his consulting services.

Spada’s enduring success as a business leader goes hand in hand with its tireless passion for the continuous innovation of the Summit platform to improve the customer experience. Joe is also fiercely committed to mentoring and collaborating with the company’s next generation talent. Eager to teach and learn with equal enthusiasm, Spada inspires the respect of its peers and fuels the company-wide drive for excellence that defines Summit’s customer experience.

“Joe is the heart and soul of our business,” said Summit CEO Stan Gregor. “His leadership, the hard work and dedication of the entire Summit team are directly responsible for Summit*’s phenomenal growth over the past year, during which our assets under deliberation nearly doubled to reach $7.8 billion.”

Mr. Spada is also Chairman of the Tri-County Scholarship Fund. His insights and personal financial advice have been featured in The New York Times, Worth, The Wall Street Journal, Bloomberg and other national publications. He resides in Mendham, New Jersey with his wife Tamara and four sons.

With 55 advisers spread over 19 sites (in March, 31st), Summit has grown significantly over the past five years, strategically adding talent and resources to support the company’s growing customer base and advisors.

Summit is committed to continued collaboration among its advisors, building on a 40-year legacy of client-focused service and a modern, comprehensive planning experience. “We are thrilled to celebrate our 40th anniversary this year,” added Gregor. “Our history gives us a solid foundation for us to be nimble in the ever-changing financial services industry. We leverage our local knowledge – especially through our top advisors – while blazing a clear path, fueled by the technology, solutions and resource advisors needed to ensure our clients’ success.”

About Summit Financial:

Affiliates of Summit Financial Holdings, LLC (“Summit Financial” or “Summit”) include, but are not limited to, Summit Financial, LLC*, Summit Risk Management, LLC, Summit Advisory Services, LLC, Summit IT Services, LLC, and Summit Growth Partners, LLC.

As an independent financial services company for 40 years through its predecessors Summit Equities, Inc. and Summit Financial Resources, Inc., Summit and its affiliates are proud to continue their legacy of guiding clients to success. finance by aligning extensive experience with a forward-thinking vision. thinking philosophy, adapting to industry changes with the goal of better serving our customers now and in the future. With personalized, holistic and practical advice, we turn life’s aspirations into successes. Our financial advice focuses on individual needs and values, not industry standards. To learn more about our practices, visit our website at www.SummitFinancial.com.

CONTACT: Jenna Bloomgarden, [email protected]

SOURCE Summit Financial