Zoe Bender
Investment adviser representative at Summit Financial, LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$26.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Summit Financial, LLCAug 2026 to now
- Entrewealth, LLCJan 2026 to Jul 2026
- Bank of America, N.A.Oct 2021 to Jan 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2019 to Jan 2026
- Lee, Nolan & Koroghlian, LLCJun 2019 to Jul 2019
- Mass MutualMay 2019 to Feb 2020
- Wagner CollegeSep 2017 to Oct 2019
- N/aJan 2010 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (SC).
Summit Financial, LLC
$26.3BAssets managed
18,393Clients
226Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7122721
- Firm CRD
- 299322