An Invitation To Professional Advisors
Join Summit Trust
Professional Advisors should contact our Business Development Office for information on establishing a relationship with Summit Trust Company. If you are one of the following, we would like to discuss with you how we can work together to help you enhance your practices and/or client relationships and how we can create a referral relationship with you or your firm:
- Investment Advisor
- Insurance General Agent or Personal Producer
- Investment Advisor Representative
- Attorney
- Broker/Dealer
- Accountant
- B/D Registered Representative
- Other Financial Services Professional
We are also looking for experienced professionals who would like to become Independent Trust Consultants (ITCs). For some, this could represent an entirely new and exciting career opportunity! In either case, it is possible for you to retain your current practice and represent Summit Trust Company as well.
For more information, please contact George Brown, Chief Marketing Officer, at (215) 822-6601 or fill out the Contact Form below.
We look forward to talking to you and possibly establishing a professional relationship with you. We offer many unique services, including:
- World-class investing platforms - including DFA Mutual Funds, and international Exchange Traded Funds
- Business Planning
- Retirement Plans, 401(k)s and Qualified Plans
- IRS Compliant Offshore Asset Protection
- Complete Trust and Estate Services
- Charitable Design Planning
- Qualified IRAs
In addition, we provide all aspects of training, including; case design and implementation, assistance with account processes, goal setting and goal attainment, motivation, contact within the ITC network, information on new Summit Trust products and services, Summit Workshops, and much more.
Request more information by completing the form below: