Announced
Completed
Synopsis
Summit Financial, an investment advisory firm, completed the investment in Parsons Broach Financial Services, an investment advisory and financial planning services provider. Financial terms were not disclosed. “For over 40 years, we’ve championed advisors who embrace independence as a better way to serve clients and take ownership of their life’s work. We’re thrilled to bring such high-quality advisors as Todd Parsons and Robbie Broach into the Summit family. They serve values-driven clients who wish to grow, protect, and use their wealth meaningfully,” Stan Gregor, Summit Financial Chairman and CEO.
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