Montgomery, AL Office

Todd Parsons is a financial advisor at Summit Financial, LLC with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Raymond James Financial Services Advisors, INC. and Trinity Presbyterian School. Parsons is also a partner in Parsons Broach, LLC, a non-investment-related business. Summit Financial, LLC is an SEC-registered multi-team advisory firm with approximately $26.35 billion in assets under management, serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, operating both discretionary and consultative platforms.

Culver Broach III is a CFP® professional with 31 years of industry experience, currently affiliated with Summit Financial, LLC. His prior roles include positions at Michael S Hansen Trust and Raymond James Financial Services Advisers Inc. Outside of advisory work, he is a self-employed music artist and booking agent and serves on the board of a nonprofit organization that maintains local mountain biking and hiking trails. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, operating a blend of discretionary and consultative platforms.