Summit Brokerage Recruits Advisor with $65M in AUM | Summit
Boca Raton, FL, February 17, 2015 – Financial advisors William Diener and Andrew Lenner of Diener and Lenner Wealth Management in Boca Raton, FL, have recently joined Summit Brokerage Services, Inc., the #1 Independent Broker-Dealer in the Country*.
Previously affiliated with Morgan Stanley, the team manages over $65 million in client assets and has a combined 64 years of experience.
William Diener said, “We joined Summit because of the right balance between size and offerings. Their home office staff to advisor ratio demonstrates the value they place on growing our practice and providing proper technology, practice management and marketing tools to support it. This right balance made us feel important and not just a number.”
For more information on Summit Brokerage Services, contact us at 800.354.5528.
About Summit Brokerage Services, Inc.
Summit Brokerage Services is part of Cetera Financial Group. Summit Brokerage provides a broad range of securities brokerage and investment services to primarily individual investors. Summit Brokerage also sells insurance products, predominantly fixed and variable annuities and life insurance through its subsidiary, SBS Insurance Agency of Florida. Summit Brokerage also provides asset management services through its investment advisor, Summit Financial Group, Inc.
About Cetera Financial Group
Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. For more information, visit www.ceterafinancialgroup.com.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, First Allied Securities, Girard Securities, The Legend Group and Summit Brokerage Services.
*Rated by REP magazine’s Independent Broker-Dealer Report Card.
Summit Brokerage Services, Inc.
595 S. Federal Highway, #500
Boca Raton, FL 33432