SAN RAMON, CA–(BUSINESS WIRE)–Tiffany Taylor, a dynamic sales executive with over 20 years of experience leading corporate growth and development, has joined Summit Financial Group, LLC as Director of Development.
Tiffany is the first to hold this newly created position at Summit, a rapidly expanding comprehensive financial planning and wealth management firm in San Ramon. In this role, she will support the growth strategy as a dedicated resource for existing Summit financial advisors and in recruiting and onboarding new advisors.
She has spent over two decades playing an integral role in the growth of various successful broker-dealers and registered investment advisors (RIAs).. Throughout her tenure in the industry, she has assisted finance professionals at various levels of success in developing strategies and approaches to achieve their practice and business goals.
Nathan Bennett, one of Summit’s founding partners, said, “Tiffany exudes our core values of caring about people, striving for growth and doing it right, and we know she will be a fantastic addition to our team. Tiffany brings a wealth of experience in our industry with stints at an insurance-based B/D and her most recent assignment working with transition consultants at an independent B/D. She’s had a front row seat to great counseling practices and witnessed some of the missteps that can also occur. Combine this with her passion for building and her genuine interest in people and we are very excited to bring her to the Summit!”
ABOUT SUMMIT FINANCIAL GROUP
Summit Financial Group, LLC is a wealth management firm dedicated to enriching the lives of our clients, our team and our community. At our core, we are team players who strive for growth, care about people and always strive to do the right thing. Our goal is to educate clients to understand their financial condition and implement solutions that match their priorities and resources. We aim to be their trusted resource and earn that distinction by consistently treating their wealth as if it were our own.
For more information about Summit Financial Group, LLC, visit www.summitadvisors.com.
Tiffany is a registered agent of Securian Financial Services Inc. Securities and investment advisory services provided by Securian Financial Services, Inc., a member of FINRA/SIPC. Securities Dealer and Registered Investment Advisor of Securian Financial Services, Inc. Summit Financial Group, LLC is independently owned and operated. TR# 4952837. DOFU 22.09