Our Team

Tyler Bailey



Financial Planning Associate

[email protected]

Tyler Bailey joined Summit Financial Group in 2022 as a member of the Financial Planning team. Prior to joining Summit, he supported leading wealth management teams in San Francisco and Roseville within financial planning and client service capacities. Tyler enjoys helping families and individuals achieve their financial goals by building customized, comprehensive financial plans tailored to their needs.

 

Tyler attended the University of California, Santa Barbara where he attained a bachelor’s degree in Economics and Accounting. He currently holds the Series 7 and 66 licenses.

 

Born and raised in Northern California, Tyler currently resides in Walnut Creek. Outside of the office, Tyler enjoys playing golf, going fly fishing, skiing, and spending quality time with family and friends.

Check the background of this investment professional on FINRA BrokerCheck

 

  • Summit Financial Group, LLC All Rights Reserved

Summit Financial Group, LLC All Rights Reserved

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.

The Client Relationship Summary (or Form CRS) contains important information regarding products, services and fees. Click the icon to learn more.

 

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.

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