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Holly Wilson
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Work Experience
Team Support Administrator
Feb 2020 - Sep 2023 · 3 years and 7 months
Commercial Billing Specialist
May 2019 - Jan 2020 · 8 months
Bookkeeper
Jan 2011 - Aug 2019 · 8 years and 7 months
Company Details
51-200 Employees
Summit Wealth Group is an independent wealth management firm whose vision was born out of a simple desire to enable clients to reach their fullest financial and personal potential. What is at the heart of Summit Wealth Group? Simply put, it is the individuals and families we proudly serve. It is about their hopes, dreams, and aspirations. It is about being at our best so our clients can be at their best. Our clients have significant goals, goals that are the real reason for investing and planning. By partnering with Summit Wealth Group, these goals come into focus through effective planning, as we custom-tailor financial strategies to help make these dreams a reality. This communication is strictly intended for individuals residing in the states ofAL,AR,AZ,CA,CO,DC,FL,GA,HI,IA,ID,IL,IN,KS,KY,LA,MD,MI,MN,MO,MS,MT,NC,ND,NE,NM,NV,NY,OH,OK,OR,PA,SC,SD,TN,TX,VA,WA,WI,WV,WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Please see our Terms of Use here:http://www.commonwealth.com/termsofuse.html. 13710 Struthers Road, Suite 115 | Colorado Springs, CO 80921 | 877.320.0379
Year Founded
2002
Social Media
Linkedin
Industry
Financial Services, Other Financial Investment Activities, Finance and Insurance
HQ Location
13710 Struthers Road Suite 115 Colorado Springs, Colorado 80921, US
Keywords
Accumulation PlanningRisk ManagementEstate PlanningRetirement PlanningFinancial PlanningWealth ManagementFinancial AdvisorFinancial AdvisingCollege PlanningCertified Financial Planner
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