Neil Hunter-Smith

Associate Advisor

Neil Hunter-Smith has joined Summit Financial Group, LLC as an Associate Advisor. He brings with him operational and strategic excellence specializing in growing and scaling start-up companies focused on the consumer service space. He made the switch to the financial services industry initially starting out in the insurance business, but his personal coaching background and dedication to guiding customers through life’s challenges quickly drove him to holistic financial planning.

He has lived and worked in multiple countries in his lifetime and believes those experiences helped nurture his ability to deliver exceptional customer service. Neil takes great pride in his ability to listen to and understand the needs of each individual, creating strong, long-term relationships built on trust and mutual respect. He is excited to be a key player within the firm helping clients make the best financial decisions for themselves and their families.

Neil is from the United Kingdom originally but spent most of his younger life growing up in Saudi Arabia. He now resides in Danville with his girlfriend, Kylie, their dog and two cats. Outside of the world of finance, Neil is a sports fanatic. He loves to live an active lifestyle playing competitive golf (for which he once played professionally), hiking and exploring everything that California has to offer with Kylie and their dog, and competing in as many Curling Bonspiels as he can.

Neil holds his CA Insurance Lic. #4295648, Series 6, 7, 63 & 65 securities registrations and is currently in the process of acquiring his CFP^®.

Our Team

Neil Hunter-Smith

Associate Advisor