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Chad Warrick is Summit’s Co-President & CEO.  His dedication and commitment in providing comprehensive financial advice has earned him the Five Star Wealth Manager Award for nearly five consecutive years. Whether he works with clients or other advisors on wealth management; or investment strategies; or retirement planning; or advanced planning concepts; Chad’s laser focus is on providing unbiased, evidenced-based advice with transparent reporting and optimal disclosure. His fiduciary approach to always place clients in a better position has kept generations of families seeking his services.

Chad is a graduate of Stetson University where he earned a degree in Finance. However, it was Stetson’s prestigious and highly selective and competitive Roland George Investment Program that fueled his desire for a career in investment research and portfolio management.

An avid outdoorsman, Chad excels at most sports but his favorites remain hunting and saltwater fishing. Forever a family man, Chad and his two boys can be found biking around College Park and talking about their next outdoor adventure.


Co-President & CEO
Dr. Mitch Levin

(P) 407.429.6246

(F) 407.656.8116

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