Investment Advisors

Summit Bank's investment advisors are among the best in the Nation*. Our professional advisors will help prepare you for every stage of your financial future by tailoring a personalized plan to meet changes in the market, as well as your lifestyle and long term financial goals. Summit Bank's award-winning financial advisors are your partners in building your investment strategy with their every effort focused on creating the results you desire. At Summit Bank, we strive to help you build your financial foundation through professional advice, sound risk management, quality investment products, and personal, efficient service.


* Greg Scott named Bank Investment Consultant magazine's “2009 Top 50 Bank Reps” - Click here to read.


Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are:
•   Not deposits
•   Not insured by FDIC or any other governmental agency
•   Not guaranteed by the financial institution (or name of financial institution)
•   Subject to risk, may lose value


Summit Investment Services is independent of Raymond James Financial Services, Inc.


Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subjext to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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