Summit Financial Resources, Inc. Names Joseph Spada, CFP® 2017 Leading Financial Advisor
Investment Weekly News
By a News Reporter-Staff News Editor at Investment Weekly News -- One of the preeminent privately owned financial planning and wealth management firms in the Northeast, Summit Financial Resources, Inc., announced that Joseph Spada, CFP® was named the firm's 2017 Leading Financial Advisor.
The award recognizes Mr. Spada as head of Summit Financial Resources, Inc.'s most productive wealth management practice.
A financial advisor for over 35 years, Mr. Spada specializes in providing clients with a range of services, including investment management, retirement, insurance, tax and estate planning. For the past 20 years he has led Summit's top-ranking wealth management practice.
Mr. Spada is currently a member of the Morris County Chapter of Legatus, a Trustee and Executive Committee Member for the Tri-County Scholarship Fund and a Board of Directors member for Several Sources Shelters. Mr. Spada's insights and personal financial advice have been featured in The New York Times, Worth, The Wall Street Journal, Bloomberg and other national publications. He resides in Mendham, NJ with his wife Tamara and four sons.
Keywords for this news article include: Business, Finance and Investment, Investment and Finance, Summit Financial Resources Inc.
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