Steven W. Lieberman Is Recognized, For A Record 18th Consecutive Year, As Summit Financial, LLC's Investment Leader

PARSIPPANY, N.J., Feb. 6, 2019 /PRNewswire/ -- One of the preeminent financial planning and wealth management firms in the greater New York City area, Summit Financial LLC, announced that Steven W. Lieberman, MBA, CFP® was named the firm's 2018 Investment Leader.  For 18 years, he has consistently held this recognition as Summit's top-ranking investment management practice.

The award recognizes Mr. Lieberman as leader of Summit Financial, LLC's most productive investment management practice.

As a financial advisor for over 28 years, Mr. Lieberman specializes in providing clients with a range of sophisticated wealth management services, including comprehensive financial planning, investment management, risk management, estate planning and retirement planning.

Mr. Lieberman graduated from the Wharton School of Business with his Bachelor's Degree (BS) in Economics and his Masters of Business Administration (MBA) in Finance.  Mr. Lieberman has been an active Board Member and/or Investment Committee member of numerous privately held and charitable organizations, clubs and societies. 

Steve has been a member of both the Genius Network and the Behavioral finance Network, as well as the Select Advisors Council, the Essex County Estate Planning Council, the Financial Planning Association (FPA), the Wharton Club of New Jersey, and the Penn Clubs of Metro New Jersey and New York.  He is a member of the UJA Ben Gurion and Lester Societies, and is a National Cabinet alum.  Steve is a founder of Simcha Chai and an active patron of Weizmann Institute of Science, Stand with Us, ZOA, and Chai Lifeline.  Each year, Steve and The Private Client Group host their annual team charity event supporting the Juvenile Diabetes Research Foundation.

Steve resides in Short Hills, NJ with his wife, son and identical twin daughters.

About Summit Financial, LLC.

Established in 1982 and headquartered in Parsippany, New Jersey, Summit Financial, LLC is a privately owned financial planning and wealth management firm with over 200 professionals and support personnel and advises clients' assets in excess of $5 billion. The firm's multi-disciplined approach to financial planning (combining expertise in investment planning, insurance, estate planning, and retirement planning) is designed to give clients a coordinated and comprehensive set of solutions to the financial problems faced by successful individuals today.  For more information, visit www.summitfinancial.com.

Steven W. Lieberman is the President and CEO of The Private Client Group Wealth Management, LLC.  Investment advisory and financial planning services are offered through Summit Financial, LLC, an SEC Registered Investment Adviser ("Summit"). 4 Campus Drive, Parsippany, NJ 07054.  Tel. 973-285-3600. Securities brokerage offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC.  Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211 ("PKS").  PKS and Summit are not affiliated companies. 02052019-102

SOURCE Summit Financial, LLC

Related Links

http://www.summitfinancial.com

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