One of the preeminent independent financial planning and wealth management firms in the Northeast, Summit Financial announced that Joseph Spada, CFP® was named the firm’s 2022 Leading Financial Advisor.
The award recognizes Mr. Spada as head of Summit Financial’s most productive wealth management practice for a record 25 consecutive years.
A financial advisor for over 35 years, Joe specializes in providing clients with a range of services, including investment management, retirement planning, insurance, tax and estate planning. Joe credits his success with being a dedicated advocate for his clients, integrating their wealth with their life goals, researching every opportunity to reduce their income/estate taxes and skillfully blending alternative/private investment solutions with traditional public securities to enhance portfolio diversification.
Spada’s enduring success as the firm’s front-runner goes hand-in-hand with his unflagging passion for continuous innovation of the Summit platform to enhance the client experience. Joe is also fiercely committed to mentorship and collaboration with the firm’s next-generation talent. Eager to teach and learn with equal enthusiasm, Spada commands the respect of his peers and stokes the firm-wide drive for excellence that has come to define the Summit client experience.
“Joe is the pillar of our organization,” said Summit CEO Stan Gregor. “The passion and excitement he brings to Summit every day is contagious and inspires us all. He is the epitome of someone always seeking to challenge the status quo and elevate the client experience.”
His insights and personal financial advice have been featured in The New York Times, Worth, The Wall Street Journal, Bloomberg and other national publications. Mr. Spada is also committed to providing scholarships to underserved youth as the Chairman of the Tri-County Scholarship. He resides in Mendham, NJ with his wife Tamara and four sons.
With 57 advisors across 20 U.S. locations (as of December 31), Summit has grown considerably in the last five years, strategically adding talent and resources to support the firm’s growing advisor and client base.
Summit is committed to ongoing collaboration among its advisors, building on a 40-year legacy of client-first service and a modern, comprehensive planning experience. “We are thrilled to celebrate our milestone 40th anniversary this year,” Gregor added. “Our history affords us a strong foundation so we can be nimble in the ever-evolving financial services industry. We leverage our homegrown insights – specifically through our top advisors – while paving a clear path forward, powered by the technology, solutions and resources advisors need to drive success for our clients.”
About Summit Financial:
Summit Financial Holdings, LLC’s (“Summit Financial” or “Summit”) affiliated firms include, but are not limited to, Summit Financial, LLC*, Summit Risk Management, LLC, Summit Advisory Services, LLC, Summit Services IT, LLC, and Summit Growth Partners, LLC.
*Summit Financial, LLC, a SEC Registered Investment Adviser established November 2018, is the successor firm to Summit Equities, Inc. (registered with the SEC in 1991) and Summit Financial Resources, Inc. (registered with the SEC in 1983) for all of their investment advisory and financial planning business.
As an independent financial services firm for 40 years through its predecessors Summit Equities, Inc., and Summit Financial Resources, Inc., Summit and its affiliates are proud to continue their legacy of guiding clients toward financial success by aligning extensive experience with a forward-thinking philosophy, adapting to industry changes for the sake of best serving our clients now and well into the future. With customized, holistic and hands-on advice, we turn life’s aspirations into success stories. Our financial advice focuses on individual needs and values, not industry norms. To learn more about our firms, please visit our website at www.SummitFinancial.com.
