Rob Crowe

Rob Crowe Email and Phone Number

Improving the Quality of Life for our Advisors - Just Like You do for Your Clients @ Summit Financial Networks
Rob Crowe's Location
Boca Raton, Florida, United States, United States
Rob Crowe's Contact Details
About Rob Crowe

Our Philosophy is Simple: Servicing your clients is the most important thing to you, and servicing you, as our client is the most important thing to us.What sets Summit apart is service, and our commitment to maintain a culture among our home office associates to provide the highest standard in personalized boutique service to our financial professionals and their clients by leveraging the resources of CFG. Whether you are dually-registered or an IAR, we have a solution to meet your needs.By treating our financial advisors as our customers, and providing them with the same level of service and support that they provide to their clients, Summit’s management team and employees have built an organization that makes our financial advisors want to call Summit their home. Summit is largest region by average producing advisor within Cetera Advisor Networks (“Networks”), which in turn, is the largest of the five broker-dealers comprising Cetera Financial Group (“CFG”). Networks has over 4,000 advisors operating from over 45 regions. CFG is the 2nd largest network of independent broker-dealers in the country with approximately 8,000 independent registered reps.Summit Financial Networks is a region of Cetera Advisor Networks LLC. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Some advisory services offered through CeteraInvestment Advisers LLC and some offered through Summit Financial Group, Inc., registered investmentadvisers.

Rob Crowe's Current Company Details
Summit Financial Networks

Summit Financial Networks

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Improving the Quality of Life for our Advisors - Just Like You do for Your Clients
Rob Crowe Work Experience Details
  • Summit Financial Networks
    Executive Vice-President, Chief Marketing Officer
    Summit Financial Networks Apr 2013 - Present
    Boca Raton, Florida, Us
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  • Proequities, Inc.
    Director, Product Services And Practice Management
    Proequities, Inc. Mar 2003 - Mar 2013
    Directly responsible for the management and growth for the following product areas: Investment Advisory, Direct Investments/Alternatives, Core Products (Mutual Funds, Variable Annuities and VULs), Retirement Services, Technology Training and Practice Management, encompassing a sales force of over 850 Reps and Advisors. Develop and manage best practices and practice management solutions for the field force to help grow their businesses. Acting as a consultant to Reps and Advisors in relation to all aspects of their businesses, which includes travel to their offices to help with problems, issues and to help promote existing business lines.
  • Proequities, Inc.
    Director, Investment Advisory Division
    Proequities, Inc. Mar 2003 - Jan 2008
    Directed all functions and activities of the Investment Advisory Division and ancillary Wealth Management Products, including Compliance, Operations and Marketing areas encompassing a sales force of over 450 Advisors.
  • Ag Edwards & Sons
    Financial Advisor
    Ag Edwards & Sons Jan 1998 - Jan 2002
    Oversaw and managed more than $30 million in assets for 150 retail clients in a fee-based platform. Determined and developed the investment strategies, asset allocation and risk for each client. Researched and analyzed investments and financial products for clients.

Rob Crowe Skills

Investment Advisory Wealth Management Mutual Funds Investments Asset Allocation Financial Services Financial Advisory Series 7 Securities Retirement Variable Annuities Investment Strategies Finra Finance Fixed Annuities

Frequently Asked Questions about Rob Crowe

What company does Rob Crowe work for?

Rob Crowe works for Summit Financial Networks

What is Rob Crowe's role at the current company?

Rob Crowe's current role is Improving the Quality of Life for our Advisors - Just Like You do for Your Clients.

What is Rob Crowe's email address?

Rob Crowe's email address is rc****@****age.com

What is Rob Crowe's direct phone number?

Rob Crowe's direct phone number is +156133*****

What skills is Rob Crowe known for?

Rob Crowe has skills like Investment Advisory, Wealth Management, Mutual Funds, Investments, Asset Allocation, Financial Services, Financial Advisory, Series 7, Securities, Retirement, Variable Annuities, Investment Strategies.

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