Date: 10.26.15

Summit Brokerage Services Announces Record Attendance for 2015 Conference | Summit

Boca Raton, FL, October 26, 2015 - Summit Brokerage Services, Inc. the Highest Rated Independent Broker-Dealer in the Country*, successfully completed the 2015 National Conference at the Boca Raton Resort & Club, October 22-24, 2015, with record attendance.

With over 500 in attendance, the theme of the three-day Conference, Growth in Action, focused on providing Summit’s advisors and their branch associates with the tools and strategies for them to organically grow and expand their businesses. Many of these tools and resources were provided by Cetera Financial Group, Summit’s Broker-Dealer network

Marshall Leeds, President and CEO of Summit, said, “It is our belief that Summit has the ability to grow and enhance our advisors’ businesses and support them by offering opportunities to fuel this growth. The goal of our National Conference was to give our advisors the tools and resources to continue to be a catalyst for this growth.”

Headlining this year’s conference was Jamie Clarke, adventurer, author, filmmaker, entrepreneur, and inspirational speaker. Clarke has summited Mt. Everest twice, climbed the Seven Summits, and ridden camels across The Empty Quarter of Arabia. His presentation titled, “Above All Else: The Power of Passion” stirred emotion and created a lasting impression among the attendees who responded with a standing ovation.

Other headlining speakers included: Phil Wright, Vice President, Marketing Communications from Jackson National Life Distributors LLC, Michael Kitces, MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CAS, Gloria Nelund, Chairman and CEO of TriLinc Global, LLC and Bob Rice, Neuberger Berman, Managing Partner of Tangent Capital and Investment Analyst.

Prior to the conference, Summit gathered its’ top advisors for a Roundtable Discussion, giving them the opportunity to share their visions and ideas with Summit’s Executive Team, participate in advisor-lead best practices, and network with other elite advisors.

The Conference began on Thursday morning with continuing education sessions and the highly anticipated “eSolutions – Technology Best Practices” presentation where Rob Crowe, Chief Marketing Officer, Tom Terpko, Chief Technology Officer and Mukesh Metah, Chief Technology Officer for Cetera Financial Group, enlightened advisors on how the future of advisors and client technology will be evolving.

In addition, Summit hosted specific breakout sessions for Branch Sales and Administrative Associates. They were able to have the opportunity to network amongst their peers, learn best practices, operational efficiencies, and new technology applications to enhance their advisor’s practice.

The official conference hashtag was #SummitEvent.

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

"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.


Rob Crowe
Summit Brokerage Services, Inc.
595 S. Federal Highway, #500
Boca Raton, FL 33432