Sarasota, FL Cattlemen Rd. Office

Team
Updated today

Client AUM

$23,488,252,374

Clients

17,809

Advisors

4

Of 219 advisors across 80 offices

Location

2601 Cattlemen Rd., Ste 501

Sarasota FL 34232

Advisors at this office

4

Advisors at this office

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Armando F

Series 66

Sarasota, FL

Summit Financial, LLC

Armando Faucy Smith is a financial advisor at Summit Financial, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments, OSAIC, Bank of America, and Merrill. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches.

Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
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Kristopher F

Series 66

Sarasota, FL

Summit Financial, LLC

Kristopher Flammang is a financial advisor with Summit Financial, LLC, holding a Series 66 designation and having 27 years of industry experience. His career includes long-term roles at LPF Advisors, LLC and Securities America Inc. Outside of advisory work, he serves as trustee of the Flammang Family Trust. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers investment advisory, portfolio management, financial planning, and retirement plan services through both discretionary and consultative platforms.

Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
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Mark P

Series 63

Sarasota, FL

Summit Financial, LLC

Mark Picchi is a financial advisor with Summit Financial, LLC, holding a Series 63 designation and 33 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, OSAIC, and LPF Advisors, as well as operating as a sole proprietor. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management services, combining discretionary and consultative approaches tailored to client needs.

Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
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Collin H

CFP®, Series 66

Sarasota, FL

Summit Financial, LLC

Collin Habig is a CFP® professional with seven years of industry experience, currently affiliated with Summit Financial, LLC. His prior work includes roles at Edward Jones and Raymond James Financial Services Advisors, Inc. Habig also has experience outside finance, having worked at Toby Keith's I Love This Bar and Grill. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with $26.35 billion in assets under management, serving approximately 17,800 clients. The firm offers a combination of discretionary and consultative investment management services, financial planning, and retirement plan advisory, utilizing a variety of portfolio management programs and third-party platforms.

Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
View complete list of advisors at this office
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