Summit Financial Group Employee Directory

Summit Financial Group corporate office is located in 2633 Camino Ramon Ste 200, San Ramon, California, 94583, United States and has 51-200 employees.

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summit financial group

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summit advisers

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Employees by Department

Departments

Number of employees

Sales

Finance

Medical & Health

C-Suite

Key Employees of Summit Financial Group

WM
Wade Movold
Managing Director
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Summit Financial Group Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Summit Financial Group

Hundreds of professionals searching for Summit Financial Group have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

CS
Collin Sapp
Email Direct
Associate Advisor
United States , California , San Ramon

SS
Stella Sedletskaya
Email Direct
Client Services Coordinator
United States , California , San Ramon

CH
Cristina Holloway
Email Direct
Client Services Coordinator
United States , California , San Ramon

JL
Jeffrey Lee
Email Direct
Practice Manager
United States , California , San Ramon

SR
Sammie Ragan
Email Direct
Client Services Coordinator
United States , California , San Ramon

WM
Wade Movold
Email Direct
Managing Director
United States , California , San Ramon

JZ
Jennifer Zednick
Email Direct
Executive Assistant
United States , California , San Ramon

NC
Nicole Capra
Email Direct
Associate
United States , California , San Ramon

AP
Allison Purdy
Email Direct
Office Administrator
United States , California , San Ramon

KA
Katy Avery
Email Direct
Client Experience Specialist
United States , California , San Ramon

Former Employees at Summit Financial Group

Explore people who held key positions, contributed to Summit Financial Group's success, and advanced their careers.

MM
Mary Murphy
Manager, Operations at Burke & Herbert Bank
Worked as Manager, Operations
at Summit Financial Group
Email Direct

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Frequently Asked Questions Regarding Summit Financial Group Employees

How many employees does Summit Financial Group have?

Summit Financial Group has 51-200 employees

Who are Summit Financial Group key employees?

Some of Summit Financial Group key employees are Wade Movold

Where is Summit Financial Group located?

Summit Financial Group’s headquarters are located at 2633 Camino Ramon Ste 200, San Ramon, California, 94583, United States

How do I contact Summit Financial Group?

Summit Financial Group Contact Info: Phone number: (925) 866-7800 Website: www.summitadvisors.com

What does Summit Financial Group do?

Summit Financial Group, LLC, is a wealth management firm with a purpose to enrich the lives of the company's clients, the company's team, and the company's community. At the company's core the company is team players who strive for growth, care about people, and always endeavor to do the right thing. The company's goal is to educate clients so they... Read More

Is Summit Financial Group a public company?

Summit Financial Group is private company therefore does not currently have an official ticker symbol

See more information about Summit Financial Group Employees