Scottsdale, Arizona Branch

Summit Wealth Group's Scottsdale office opened in 2014 to serve our many clients across the valley. Our Scottsdale branch has four financial advisors, Randy Morris CFP®, ChFC®, AIF®, Scott Marks, CFP®, David Newby, CFP®, RICP®, EA, CDFA®, and Lily Gubceac, CRPC®. Randy also serves as Summit Wealth Group’s CEO.

Our Scottsdale, AZ team regularly sees clients both locally and throughout the country meeting the personal financial planning, retirement planning, and investment management needs of our clients.

Our team in Scottsdale is dedicated to creating an exceptional experience every time you set foot in our office.

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Advisor Spotlight

Randy Morris CFP®, ChFC®, AIF® | Chief Executive Officer

Randy is the founder and CEO of Summit Wealth Group and the senior advisor at our Scottsdale branch. Recognized by Forbes Magazine every year since 2018 as one of Arizona's Best-In-State Wealth Advisors, Randy has earned a reputation for excellence in the industry. Randy primarily works with individuals and business owners who are looking for retirement income planning, investment management, tax planning, and holistic financial planning.

2018 - 2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit https://tinyurl.com/uvaujs2t

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Scott Marks, CFP®, CRPC® | Senior Financial Advisor, Vice President

Scott is a Financial Advisor in our Scottsdale office and has been a part of Summit Wealth Group since 2016. Scott serves a wide range of clients, from recent college graduates to retirees. He is particularly passionate about helping individuals and business owners who are in the accumulation phase of their wealth-building journey.

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David Newby CFP®, RICP®, CDFA® | Financial Advisor

David has devoted his entire professional career to the financial services industry, finding the greatest satisfaction in cultivating strong relationships and fulfilling the needs of his clients. David joined Summit in 2024 with an extensive background in retirement income solutions. He specializes in assisting high-net-worth pre-retirees and retirees, guiding them step-by-step through comprehensive planning for college, retirement, and the optimal transfer of their wealth to future generations.

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Lily Gubceac, CRPC® | Financial Advisor

Lily joined Summit Wealth Group as an intern in May of 2006 and served our office as an Administrative Assistant while finishing her last semester at University of Colorado at Colorado Springs. In 2007, Lily graduated Magna Cum Laude with a Bachelor of Science in Finance. Lily is a Chartered Retirement Planning Counselor (CRPC®) and an Investment Advisor Representative. She holds the FINRA Series 7, 65 and 66 securities registrations.

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WHAT OUR CLIENTS ARE SAYING

"When Scott Marks became our financial adviser in the Spring of 2017, we were asking a lot of him. Joe has been diagnosed with Parkinson’s disease and had to resign from his architectural firm and became disabled. We discussed our financial goals with Scott, and the need for an accelerated schedule, to not only provide for the family financially but to help plan for future healthcare expenses. In addition to this, our son was only two years away from starting college.

We have always felt that Scott has been looking out for our best interests. We never felt pressure to move quickly, we have been well informed about all options, and the support to understand our financial picture has been given since our first meeting. We would recommend Scott without qualifications."

- Lynn M.

This statement was provided by a client on 07/11/2023. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

My husband and I are long-time clients of Summit Wealth Group. Year in and year out, they consistently provide an exceptional level of investment guidance and overall financial service. They truly listen to our needs/goals, develop effective strategies, communicate clearly and regularly, and deliver results that exceed our expectations. The entire staff goes above and beyond. Summit Wealth Group has elevated the bar for what it means to be a trusted advisor. They are so important to us that we think of them as extended family. Thank you Summit Wealth for taking such extraordinarily good care of us! We are clients for life.

Kathryn S.

This statement was provided by a client on 07/28/2023. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For addional reviews, search us wherever local businesses are reviewed.

Serving Scottsdale, Greater Phoenix, and Surrounding Areas

If you are located near Scottsdale, we encourage you to stop by our office, located near Raintree and Highway 101, or give us a call to set up a free consultation. Our list of services ranges from retirement planning, college planning, and estate planning, to tax preparation or tax planning, wealth management, investments and small business setups. We'd love to see how we can work together to help you reach your individual or business goals.

In addition to Scottsdale, we also serve Phoenix and surrounding areas including: Tempe, Mesa, Queen Creek, Glendale, Gilbert, Chandler, Desert Ridge, Goodyear, Surprise, Peoria, Paradise Valley, Apache Junction, Buckeye, Carefree, San Tan Valley, Fountain Hills and Sun City.