Michael Alessi Jr, Aif® Email & Phone Number

As VP, Client Service & Retirement Plan Coordinator, Michael provides management support for the firm’s private wealth clients. Over his 20 years in the industry, he has gained extensive investment knowledge on a wide range of products. Sitting as a member of the Investment Committee, Michael is an integral part of meeting initiatives. This includes developing tactical/strategic investment strategies, guidance on proper Asset Allocation, and overall investment strategies.On the Insurance & Retirement front, Michael manages the plan development/implementation of 401(k), 403(b), SEP, and SIMPLE retirement portfolios. In this role, he assists the advisors with business and administrative requirements. Additionally, he aids in delivering life, disability, athlete protection, and long-term care insurance solutions to clients.Specialties relating to his responsibilities include: Financial & Product ResearchPortfolio ConstructionStrategic ImplementationUnderwriting ManagementPresentation LayoutFinancial Plan DevelopmentOperationsSecurities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment advice offered through Summit Investment Advisors, Inc. a registered investment advisor. Summit Investment Advisors, Inc. and Summit Financial are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Listed skills include Strategic Financial Planning, Retirement Planning, Retirement, Disability Insurance, and 6 others.

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  Vice President - Client Service And Retirement Plan Coordinator

  Summit Financial – Maryland

  Nov 2004 - Present - Hunt Valley, Md

  Summit Financial is an independent planning and investment firm providing innovative, objective strategies for individuals and business owners. Summit Financial offers comprehensive financial, investment, and estate planning strategies, including access to life, health, disability, and long-term care insurances. As an independent firm Summit Financial offers investment management advisory services regardless of account size. We take great pride in the relationships we have forged with our clients and the opportunity to work together over many years. Summit Financial has access to resources and experience of the country’s largest independent broker dealer through LPL Financial*.*As reported by Financial Planning magazine, June 1996-2021, based on total revenue.