Summit Financial Names Joseph Spada, CFP® its 2023 Leading Financial Advisor [Yahoo! Finance]
Summit Financial Group, Inc. (SMMF)
Last summit financial group, inc. earnings: 4/30 06:00 am
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Source: Yahoo! Finance
March 26, 2024 /PRNewswire/ -- Summit Financial ("Summit") , a leading architect of advisor success and client satisfaction for over four decades, announced that Joseph Spada , CFP ® was named the firm's 2023 Leading Financial Advisor. This award recognizes Spada as Summit Financial's most productive wealth management advisor, distinguished by its investment, planning and insurance revenue, for a remarkable 26 consecutive years. During that time, Summit has achieved noteworthy growth, with assets under administration (AUA) now exceeding $10 billion . With more than 80 advisors at Summit Financial, Spada continues to lead the pack. As an independent advisor for over 35 years, Spada provides his high-net-worth clients with unbiased comprehensive planning, encompassing investment management, retirement, insurance, tax and estate planning. Spada credits his success to his steadfast commitment to bringing clients best-in-class solutions and a superior level of client service. As a stau
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SMMF
News
- Summit Financial Group Reports First Quarter 2024 Earnings of $1.14 Per Share [Yahoo! Finance]Yahoo! Finance
- Summit Financial Group Reports First Quarter 2024 Earnings of $1.14 Per ShareGlobeNewswire
- Summit Financial Group, Inc. (NASDAQ: SMMF) is now covered by analysts at StockNews.com. They set a "hold" rating on the stock.MarketBeat
- Burke & Herbert Financial Services Corp. and Summit Financial Group, Inc. Announce Receipt of Regulatory Approvals and Closing Date for Merger of Equals [Yahoo! Finance]Yahoo! Finance
- Burke & Herbert Financial Services Corp. and Summit Financial Group, Inc. Announce Receipt of Regulatory Approvals and Closing Date for Merger of EqualsPR Newswire
SMMF
Earnings
- 4/25/24 - Beat
SMMF
Sec Filings
- 4/26/24 - Form 10-K/A
- 4/25/24 - Form 8-K
- 4/24/24 - Form 13F-HR
- SMMF's page on the SEC website