About Us
Welcome to a different kind of Trust Company.
Some trust companies only talk about giving personal service. At Summit Trust Company, giving personal service is our only way of doing business!
As the founder of Summit Trust, I believed that professionals in financial services, attorneys, accountants, insurance counselors and others in the field need to be served by a trust company that understands their needs. I have worked since the first day of 1986 in all of the capacities that have prepared me to serve professional advisors with the optimum in trust services.
I have been chief operating officer and chief compliance officer for an NASD Registered Broker/Dealer. (American Preferred Securities, Inc., was a NASD Registered Broker/Dealer, formed in 1982, which I joined in 1986. In 1990 the firm negotiated to transfer its accounts to Multi-Financial Securities, Inc., a larger Broker/Dealer, in exchange for becoming a branch office of supervisory jurisdiction (OSJ) for the new broker/dealer. The firm then withdrew from membership in the NASD.) I have run a life insurance agency, I was a co-founder and executive director of the Trust Counselors Network, Inc., a not-for-profit 501(c)(3) for attorneys and financial advisors to learn about trusts and estates.
I have been CEO of a company to administer charitable trusts and gift annuities for charities, and have acted as trustee for many of these trusts, as well as for many revocable living trusts and irrevocable living trusts. I have been COO of what was then an SEC Registered Investment Advisory firm, Brown Investment Advisors, Inc., formed in 1985, which is now a Pennsylvania registered investment advisor. I have also dealt extensively in the realm of Asset Protection Planning, with Trusts and other asset protection vehicles.
I have on staff a group of seasoned banking and financial services professionals and business leaders. Our philosophy is based on providing superior service and unparalleled accessibility to decision-makers.
We are not a conventional Trust Company. Our trust officers use carefully implemented trust and asset management strategies to assist in the creation and preservation of family wealth. We customize your investment management strategy by first understanding your goals and working closely with your investment advisors to formulate the best possible program for you.
In addition, we try to educate our clients to the best of our ability. Not only in Trusts and Asset Management Issues, but in ways that teaches them that how things that go on nationally and globally has a direct bearing on their investments, or future plans. Our customers tell us we represent Trust Services the way it should be. They tell us we are a refreshing change from other trust companies. We invite you to explore our site. Learn about how we may serve you. If Summit Trust Company sounds like your kind of Trust Company, we invite you to join us.
Cordially,
Kevin C. Brown
President & CEO
To learn more about our history, click here.