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Articles published by Summit Financial Holdings

Summit Financial Adds Meeder Wealth Management
From Summit Financial Holdings
Via Business Wire
Summit Financial Launches Kyros Private Wealth, Expanding its Independent Partnership Model Nationwide
From Summit Financial Holdings
Via Business Wire
$1.9B Merrill Lynch California Breakaway Team Joins Summit Financial, Marking the 11th Summit Transaction This Year, Chooses Goldman Sachs as Custodian
From Summit Financial Holdings
Via Business Wire
Summit Financial Enhances Open-Architecture Private Markets Offering, Supporting Advisors with Suite of High-Net-Worth Services
From Summit Financial Holdings
Via Business Wire
Summit Financial Continues Growth Trajectory With Two Additional Affiliate Firms Totaling $725M in Assets
From Summit Financial Holdings
Via Business Wire
Summit Financial Welcomes Oracle Private Wealth Advisors, an All-Woman Advisory Firm, to its Expanding Network
From Summit Financial Holdings
Via Business Wire
Summit Financial Takes Minority Stake in Prostatis Financial Advisors Group
From Summit Financial Holdings
Via Business Wire
Summit Financial Welcomes Great Lakes Private Wealth to its Expanding Advisor Network
From Summit Financial Holdings
Via Business Wire
Summit Financial Takes Minority Stake in Newly Formed Advocus Private Wealth
From Summit Financial Holdings
Via Business Wire
Summit Growth Partners Gains Momentum With Addition of WealthPlan Advantage
From Summit Financial Holdings
Via Business Wire
Summit Financial Supports Launch of New Michigan-Based Independent Wealth Advisory Firm
From Summit Financial Holdings
Via Business Wire
Summit Financial Takes Minority Stake in Miami-Based RIA Kandor Global
From Summit Financial Holdings
Via Business Wire
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