Co-President & CEO
Chad Warrick is Summit’s Co-President & CEO. His dedication and commitment to providing comprehensive financial advice has earned him the Five Star Wealth Manager Award for nearly five consecutive years. Whether he works with clients or other advisors on wealth management; or investment strategies; or retirement planning; or advanced planning concepts; Chad’s laser focus is on providing unbiased, evidence-based advice with transparent reporting and optimal disclosure. His fiduciary approach to always place clients in a better position has kept generations of families seeking his services.
Chad graduated from Stetson University where he earned a degree in Finance. However, it was Stetson’s prestigious and highly selective and competitive Roland George Investment Program that fueled his desire for a career in investment research and portfolio management.
An avid outdoorsman, Chad excels at most sports but his favorites remain hunting and saltwater fishing. Forever a family man, you can find Chad and his two boys biking around College Park and talking about their next outdoor adventure.
Recent Articles by Chad A. Warrick
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10 Common Investing Myths
Falling for common investing myths negatively impacts the health of your portfolio. Learn 10 common money myths and how Summit helps you stay on track.
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In the News | Retail Investor or Speculator?
Much has been made of the rise and power of a new clan of retail investors. This new type of ‘investor’ has been bred by the pandemic and shutdowns. They have lots of time and extra cash on hand courtesy of government stimulus checks and canceled vacations and activities. When you combine those factors with low to no commission trades, easily accessible trading apps, and a rising stock market, you have all the necessary ingredients for a classic bubble in select stocks.
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In the News | The Presidential Election Crystal Ball
The election of 2020 is currently being advertised as one of the most historic elections. However, from our perspective, we see this election year as having many of the same attributes as past ones.
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COVID-19 Economic Recovery in 2022
We believe it is important to understand the underlying circumstances affecting the Markets—and how we are working through them, especially during these times of uncertainty, where the latest headlines could be contributing to our economic outlook.
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Your Financial Health | Navigating the Recovery Road Map
We believe it is important to understand the underlying circumstances affecting the Markets—and how we are working through them, especially during these times of uncertainty, where the latest headlines could be contributing to our economic outlook.
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Planning for Long-Term Care
One of the most significant concerns expressed by many of our clients is the unknown cost of healthcare during retirement. In addition to the price of basic healthcare, it’s the variable cost of long-term care, should the need arise, that can be difficult to plan for.
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Mapping the Basics
An increasing number of women are taking the lead in financial affairs – whether for themselves, their families, or in response to an unfortunate loss of spouse. A couple critical questions should be asked (and no, not just by women): “What does retirement mean to me?” And, “how do I determine if I am getting the right advice (and complete advice)?” Many clients we meet who are preparing for life in retirement aspire to travel, volunteer, develop their hobbies, begin a new and exciting career, and more. Whatever your goal, a retirement income plan that’s designed to support the retirement lifestyle you envision, and minimize the risk that you’ll outlive your savings is critical.
