Brandon Smith joined Summit Financial as the Director of Integrated Planning Group.
He leads the Integrated Planning Group and develops strategies and expertise for our Financial Advisors. Brandon served as an Executive Officer for Grayhill LLC for over 18 years cumulatively which allowed him to partner with established Financial Advisors to develop advanced wealth transfer plans and perform comprehensive financial planning for clients. Prior to Grayhill, he was at Financial Designs Ltd for several years. Brandon earned a B.A. from Emory University, his J.D. from Washburn University of Law and his LL.M. in Taxation from the University of Denver College of Law.
He has just moved to New Jersey after living in Denver, CO for over 25 years.