Trending...
- Ascent Solar Technologies Enters Collaborative Agreement Notice with NASA to Advance Development of Thin-Film PV Power Beaming Capabilities: ASTI - 145
- Google AI Quietly Corrects the Record on Republic of Aquitaine's Legal Sovereignty - 129
- Hamvay-Lang and Lampone.hu Join Forces with AIMarketingugynokseg.hu to Elevate Hungarian Lifestyle Brands on the Global Stage - 101
Download
Tiffany Taylor (Photo: Business Wire)
SAN RAMON, Calif.--(BUSINESS WIRE)--Tiffany Taylor, a dynamic sales leader with over 20 years of experience leading business growth and development, has joined Summit Financial Group, LLC as the Director of Development.
More on The Californer
Tiffany is the first to hold this newly created role with Summit, a rapidly expanding comprehensive financial planning and wealth management firm in San Ramon. In this role, she will aid the growth strategy as a dedicated resource to the existing Summit financial advisors, and in the recruitment and onboarding of new advisors.
She has spent over two decades playing an integral part in the growth of various successful broker-dealers and registered investment advisors (RIAs). Throughout her industry tenure, she has assisted financial professionals at various levels of success in creating strategies and approaches to meet their practice and business goals.
Nathan Bennett, one of the founding partners at Summit said, "Tiffany radiates our core values of caring about people, being committed to growth, and doing it right, and we know she is going to 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 transitioning advisors in an independent B/D. She has had a front-row seat to great advisory practices and has witnessed some of the missteps that can occur as well. Combine this with her passion for building and her genuine interest in people, and we are excited indeed to bring her to Summit!"
ABOUT SUMMIT FINANCIAL GROUP
Summit Financial Group, LLC, is a wealth management firm with a purpose to enrich 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 endeavor to do the right thing. Our goal is to educate clients so they understand their financial picture and implement solutions that match their priorities and resources. We aim to be the trusted resource for them and earn that distinction by consistently treating their wealth as if it were our own.
More on The Californer
For further information about Summit Financial Group, LLC please visit www.summitadvisors.com.
Tiffany is a registered representative of Securian Financial Services Inc. Securities and investment advisory services offered through Securian Financial Services, Inc., Member 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 09/22
Contacts
Angela King
Marketing Manager
Summit Financial Group, LLC
925-866-7800
2000 Crow Canyon Place, Suite 450, San Ramon, CA 94583
0) { // Create container for hi-res image jQuery('#bw-release-hires').append('
'); }; }); ]]>
Social Media Profiles
Contacts
Angela King
Marketing Manager
Summit Financial Group, LLC
925-866-7800
2000 Crow Canyon Place, Suite 450, San Ramon, CA 94583
Tiffany Taylor (Photo: Business Wire)
SAN RAMON, Calif.--(BUSINESS WIRE)--Tiffany Taylor, a dynamic sales leader with over 20 years of experience leading business growth and development, has joined Summit Financial Group, LLC as the Director of Development.
More on The Californer
- New Media Film Festival Announces Winners
- New Podcast "Spreading the Good BUZZ" Hosted by Josh and Heidi Case Launches July 7th with Explosive Global Reach and a Mission to Transform Lives
- DetailAxis Unveils it's 'Business Engine': Powerful AI Systems for Auto Appearance Pros
- California: Governor Newsom announces appointments 7.2.25
- The Herbal Care, Led by Markel Bababekov, Becomes a Top Dispensary in NYC's Upper East Side
Tiffany is the first to hold this newly created role with Summit, a rapidly expanding comprehensive financial planning and wealth management firm in San Ramon. In this role, she will aid the growth strategy as a dedicated resource to the existing Summit financial advisors, and in the recruitment and onboarding of new advisors.
She has spent over two decades playing an integral part in the growth of various successful broker-dealers and registered investment advisors (RIAs). Throughout her industry tenure, she has assisted financial professionals at various levels of success in creating strategies and approaches to meet their practice and business goals.
Nathan Bennett, one of the founding partners at Summit said, "Tiffany radiates our core values of caring about people, being committed to growth, and doing it right, and we know she is going to 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 transitioning advisors in an independent B/D. She has had a front-row seat to great advisory practices and has witnessed some of the missteps that can occur as well. Combine this with her passion for building and her genuine interest in people, and we are excited indeed to bring her to Summit!"
ABOUT SUMMIT FINANCIAL GROUP
Summit Financial Group, LLC, is a wealth management firm with a purpose to enrich 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 endeavor to do the right thing. Our goal is to educate clients so they understand their financial picture and implement solutions that match their priorities and resources. We aim to be the trusted resource for them and earn that distinction by consistently treating their wealth as if it were our own.
More on The Californer
- Digital Watchdog Launches New myDW Cloud Services
- Governor Newsom honors fallen California Highway Patrol Officer Miguel Cano
- Stan Fitzgerald Appointed Acting Press Secretary for Veterans for America First VFAF Georgia State Chapter
- Drone Light Shows Emerge as the New Standard in Live Event Entertainment
- Lore Link is Here to Help Organize Your Game
For further information about Summit Financial Group, LLC please visit www.summitadvisors.com.
Tiffany is a registered representative of Securian Financial Services Inc. Securities and investment advisory services offered through Securian Financial Services, Inc., Member 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 09/22
Contacts
Angela King
Marketing Manager
Summit Financial Group, LLC
925-866-7800
2000 Crow Canyon Place, Suite 450, San Ramon, CA 94583
0) { // Create container for hi-res image jQuery('#bw-release-hires').append('
'); }; }); ]]>
Social Media Profiles
Contacts
Angela King
Marketing Manager
Summit Financial Group, LLC
925-866-7800
2000 Crow Canyon Place, Suite 450, San Ramon, CA 94583
Filed Under: Business
0 Comments
Latest on The Californer
- DimHum Launches Revolutionary CrowdShipping Service
- Eolian Signs New Information Exchange Agreement with the U.S. Department of Defense for Technology Innovation
- Infinite Health Introduces Cutting-Edge Regenerative Medicine for Wound Care with Trip Goolsby, MD
- Riser Music's LYKN Adds India, Mexico & U.s. Dates To "unleashed" World Tour
- Auraya Launches EVA Forensics on NICE CXexchange
- Crypto Corner Shop Launches Walletless Crypto Commerce Marketplace For Goods/Services Worldwide
- Immigrant Couple from Modesto Wins Prestigious Awards at the SF Wine and Spirits Competition
- Prolific Hollywood Actor Phillip E. Walker-MFA is Experiencing His Best Year of Employment Ever
- TOMORROW: Governor Newsom to announce $750 million tax credit for film and TV made in California
- California: National Guard firefighters finally back to work — but Trump's militarization of LA has pulled cops from the street and teachers out of classrooms
- Top Dentist Concord CA, Smile Makers Dental Care, Celebrates 500 5-Star Reviews
- Independent Financial Group Expands East Coast Recruiting Reach with the Hiring of Former Osaic Executive Bruce Levitus
- Talbot Law Group, P.C. Announces Super Lawyers® 2025 Honors for Matthew B. Talbot and Mark E. Miyasaki
- Bio-Inspired Technology-Dynamic and Adaptable for unknown real-world environments
- California: Governor Newsom challenges President Trump to adopt model executive order to help 'Make America Rake Again'
- Long Beach Airport Named Number Two Airport in Nation by The Washington Post
- Dedeaux Properties Begins Construction on Truck Terminal and Industrial Outdoor Storage Facility
- Michael Reafsnyder opens solo exhibition at Scott Richards Contemporary Art in San Francisco
- Valley Sleep Therapy Expands to Prescott with New Location at Crossings Road
- Live Courageously Hosts Ann-Marie Murrell, Author, Journalist, Former Political Commentator