ARE YOU CONSIDERING EXPLORING YOUR OPTIONS?
LET US GUIDE YOU ON THE TRANSITION OF YOUR PRACTICE
ARE YOU CONSIDERING EXPLORING YOUR OPTIONS?
LET US GUIDE YOU ON THE TRANSITION OF YOUR PRACTICE
LET US GUIDE YOU ON THE TRANSITION OF YOUR PRACTICE
LET US GUIDE YOU ON THE TRANSITION OF YOUR PRACTICE
At Summit View Consultants, we are passionate about finding the best place for you to work and grow as a financial advisor and client associate. We leverage our extensive experience in the financial services industry to ensure the perfect match. With former Market Leaders, Complex Directors, Financial Advisors, and Branch Managers for Wells Fargo Advisors, Ameriprise Financial, and Edward Jones, we have the background to provide coaching and leadership to our clients.
Financial advisors deserve more than an empty suit as their Branch Manager. They need someone who understands their firm's products and services, technology offerings, and portfolio management strategies and can help them enhance their practices and achieve their goals. Others are ready to explore independence so that they are in control of their future. That was the vision behind Summit View Consultants, a financial services recruiting company that offers personalized and professional support, guidance, and mentorship to financial advisors and their clients. We are always open to connecting with talented and ambitious financial advisors looking for a new opportunity to thrive and make a difference. Don't hesitate to get in touch with me by email at peter.danilaitis@summitviewconsulting.com for a confidential conversation.
Send me a message, and tell me more about your practice so we can connect you with the right firm for you. We will get back to you soon to schedule a consultation.
Monday - Friday: Always Available
Saturday: By appointment
Sunday: Closed
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