Solomon Nance-Pittman

Client Associate and Tax Specialist at Summit Wealth Group

Role: Client Associate at Summit Wealth Group
Location: Tulsa, OK, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

About Solomon Nance-Pittman

I am an Oral Roberts University alumni that graduated with a bachelor’s degree in Business Administration. I have recently obtained a MBA with a concentration in leadership from my alma mater. I am now employed in the finance and tax industry as a client associate and tax specialist at Summit Wealth Group LLC in Tulsa, OK.

Experience

Client Associate
Summit Wealth Group
Feb 2023 — Present

Education

Oral Roberts University
Master of Business Administration - MBA, Leadership
2021 — 2023
Oral Roberts University
Bachelor's degree, Business Administration and Management, General
2017 — 2021

Contact information

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Work email
•••••@summitwealth.net
Personal email
•••••@•••••.com
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Current company

Summit Wealth Group

Investment Management · 5 employees · Founded 2010 · Tulsa, Oklahoma, United States

Founded in 2010, Summit Wealth Group has grown from the California Bay Area to a firm with offices across the nation, serving clients through holistic financial planning and disciplined investment strategies. It all started from a small office in the outskirts of San Francisco. Tired of having conversations about how to make the firm more money rather than how to place clients first, Ted Spinardi left his Senior Vice President role at Wells Fargo and began his journey as an independent Financial Advisor. Trained in financial planning and creating custom portfolios by one of the biggest names in banking, his passions and background gave him the ability to help his clients achieve success on their terms. Since then, Summit Wealth Group has grown out of one man’s vision into a nationally recognized financial planning and wealth management firm. Our advisors help families from all walks of life discover what true wealth means in their lives, together mapping a path forward to help them get there.

summitwealth.net

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