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Rich Summers

Rich Summers is a Financial Advisor at Private Advisor Group. In this role, he is dedicated to providing thoughtful, long-term financial guidance to protect and grow client’s wealth though all market conditions and life stages. He works closely with individuals and families to help them make informed decisions, avoid emotional reactions and stay on track for their financial goals.

Prior to joining Private Advisor Group, Rich was an Advisor with Merrill Lynch Wealth Management in Florham Park. He has also previously served as the Director of Sales and Marketing for a Textile Convertor.

Rich holds a Bachelor of Science in Business Administration from Caldwell University with an emphasis in Finance. He holds FINRA Series 7 and 66 securities registrations with LPL Financial, as well as Life Insurance Licenses.

Rich lives in Bernardsville with his wife, daughter and dog. Outside work Rich enjoys spending time with his family, playing Golf and Ice Hockey, and watching Auto Racing.

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TOGETHER WE THRIVE

Our Team Has Expanded

Meet David Bogdanov, our newest Business Development Consultant. Experienced in guiding advisors to the right community, David also freelances as a graphic designer and marketing consultant. An adventure lover, he enjoys his kids’ sports events and activities like dirt biking, kitesurfing, and snowboarding.
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