Jamie Print

by My Summit Wealth|Published December 17, 2019

Accounting Clerk

Jamie Print is the accounting clerk for Summit Wealth Partners. She spearheads numerous projects and processes accounts payable and receivable. Jamie is a valuable resource for Summit and makes significant contributions in developing Standard Operating Procedures.

Back to Team

Chad A. Warrick

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.

Published December 17, 2019

Jason Print, CFP®

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.

Published December 17, 2019

Brad Towle

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.

Picture of Summit's General Counsel William Kovacs

Published November 16, 2019

William P. Kovacs, JD

William P. Kovacs, JD serves as General Counsel for Summit Wealth Partners, LLC. Bill specializes in investment law with extensive business experience.

Previous post How Much Do I Need to Save to Retire?
Back to post list
Next post Ryan Gavin, CFA

Home
Who We Are
What We Do
Blog
Contact Us
ADV & Privacy Policy

Investment advisory services are offered through Summit Wealth Partners, LLC, an SEC Registered Investment Advisor. Insurance products are offered through Summit Asset Protection Group, LLC, an affiliate organization and a licensed insurance agency in the state of Florida. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.