Daily Archives: December 17, 2019

Chad Warrick is the Co-President & CEO of Summit Wealth Partners. Chad manages wealth advisors and a dedicated service team in the Orlando, Florida location.

Jason Print is the Co-President & CEO at Summit Wealth Partners and a CERTIFIED FINANCIAL PLANNER™ professional or CFP®. Jason manages a team in Naples Florida.

Brad Towle is a Senior Wealth Advisor and Senior Executive for Summit Wealth Partners Private Client Group in Naples, specializing in comprehensive planning and investment management.

Senior Wealth Advisor

Director of Pension Services

Wealth Advisor

Wealth Advisor

Operations Manager

Client Experience Manager

Accounting Clerk