David Moe is one of our New Business Coordinators at Summit. He has 3 years of industry experience under his belt. David is passionate in his role working with our advisors, clients, and services team. He plays a key role in processing investment and insurance applications, transfers, and performing other account set-up procedures. He holds a bachelor’s degree in psychology from the University of California, Davis, and continued his education in finance and economics.
In his free time, David loves to spend time with his friends and family (He adores his nephew and three nieces!). He is interested in sports and is a big 49ers and Warriors fan. He also enjoys cooking and exploring new restaurants.
2000 Crow Canyon Place Suite 450, San Ramon, CA 94583 925-866-7800
Certain individuals associated with Summit Financial Group LLC are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA’s BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives. Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Summit Financial Group LLC are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.
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Summit Financial Group LLC is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. TR#3093842. DOFU 05/2020.