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Understanding Today’s Financial Environment

Welcome to our website! I’m Glen Morris, Portfolio Manager with Summit Brokerage Services, Inc. in Boca Raton, FL. Investors today face unique challenges as they navigate the financial waters. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is college savings, saving for retirement, or wealth management, our personalized service focuses your needs, wants, financial goals and dreams.

For business owners, we offer assistance with retirement plans, such as 401(k), defined benefit, SEP IRA, etc. Our services include plan design, product solutions, administration, and technical support to help answer employee questions. Keep in mind a successful retirement plan helps achieve the goals of the business.

Our professionals have years of experience in financial services. We can help you address your needs of today and your goals and dreams for the future. We look forward to working with you through all stages of your life. For a no cost, no obligation consultation, please call 561.338.2787, or 888.823.9898. You can also email us at

"Go confidently in the direction of your dreams. Live the life you've imagined."

Henry David Thoreau

In order to help investors to be better informed about who they are working with, we are providing this link to check out the background of any investment professional on FINRA's BrokerCheck.