Meet The Disruptors: Stan Gregor Of Summit Financial On The Three Things You Need To Shake Up Your Industry

If somebody does not embody the values of good not being enough, thinking like an entrepreneur and embracing teamwork, they need to get off the bus. At the end of the day, everything is about teamwork.

As a part of our series about business leaders who are shaking things up in their industry, I had the pleasure of interviewing Stan Gregor.

Stan Gregor is the CEO of Summit Financial LLC, a preeminent investment advisory firm with a four-decade legacy of helping advisors elevate their businesses and deliver robust client experiences. With over 30 years of experience, Stan has been involved in acquiring and integrating some of the largest and most complex banking, wealth management, insurance, and capital markets businesses and cultures, with a demonstrated track record of increasing productivity, profitability, and shareholder value.

Thank you so much for doing this with us! Before we dig in, our readers would like to get to know you a bit more. Can you tell us a bit about your “backstory”? What led you to this particular career path?