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David is the Director of Insurance and has been with Summit Financial, LLC for 14 Years. He earned a B.S. from Boston University. David specializes in the design and implementation of insurance strategies to enhance the overall protection within a client’s financial plan by working closely with the Summit team of Attorney’s, CPA’s and Financial […]

Attentive and thorough, Dewy is responsible for supporting the Advisors with their high-net-worth clients and their daily needs. He uses high touch service skills to focus on maintaining relationships through ongoing planning, analysis, and implementation, as well as partnering with the Advisors to onboard new clients. Prior to joining Advocus, Dewy was an analyst at […]

Providing customized advice, Matthew provides holistic guidance to help clients gain confidence and comfort in evaluating financial decisions relative to their personal preferences and goals. He tailors advice to strategically navigate a broad array of opportunities and complexities associated with significant wealth. Matthew strives to empower clients to be informed, capable stewards of their wealth […]