Summit Financial Group Email Formats
Financial Services • 
Dallas, Texas, United States • 101-200 Employees
Summit Financial Group Email Formats
Summit Financial Group uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@yoursummit.com), used 53.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@yoursummit.com | 53.4% |
{first name}{last name} | johndoe@yoursummit.com | 36.2% |
{first name}.{last name} | john.doe@yoursummit.com | 5.2% |
{last name}{last name} | doedoe@yoursummit.com | 5.2% |
Key Contacts at Summit Financial Group
Matt Campbell
Director/ Financial Adviser
Jodi Eramo
Accounting Director
Kim Reese
Director Of Operations
Brandon Schultz
Director Of Operations - Investments
Peter Reardon
Director Of Retirement Plans
Lauren Self
Director Of Marketing
Shannon Day
Director Of Operations
Della Taddeo
Ceo
Melanie Gray
Director, Client Relations
Perry Foor
Managing Director
Company overview
| Headquarters | 5420 LBJ Freeway, Suite 1940, Dallas, Texas 75240, US |
| Phone number | +18004750991 |
| Websites | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Risk Management, Benefits Consulting, Voluntary Benefits, Individual Life Insurance, Corporate Retirement Plans, Hr Consulting & Compliance, Group Medical & Ancillary Benefits, Wealth And Money Management |
| Founded | 1988 |
| Employees | 101-200 |
| Socials |
About Summit Financial Group
At Summit, we design and strategically implement professional benefits, insurance, and investment solutions that help secure a healthy financial future for our clients. Founded on the vision of creating a full-service benefits firm, Summit utilizes many years of industry knowledge coupled with bright, hard-working, and extremely credentialed employees to take satisfaction to a new “Summit”. Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Summit Financial Group has 84 employees across 9 departments.
Departments
Number of employees
Funding Data
Summit Financial Group has never raised funding before.
Summit Financial Group Tech Stack
Discover the technologies and tools that power Summit Financial Group's digital infrastructure, from frameworks to analytics platforms.
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