Operations and Transition Coordinator
Misty joined Summit Brokerage Services in May of 2011 and brings over 25 years of experience in the independent broker-dealer industry. Prior to joining Summit Brokerage Services, Misty worked for JW Charles Clearing Corp where she started in the cage depositing stock certificates.
More recently, Misty was at Mutual Service Corporation where she worked in Operations as a Margin Clerk, then eventually on the Trading & Fixed Income Desk. Misty has a wide range of knowledge and attention to detail that helps to support new transitioning offices that she brings on as one of Summit Financial Networks’ Transition Coordinators.
Misty is also on the Disaster Recovery Team, the Summit Associate Impact Board and assists with the branch associate breakout sessions at our National Convention.
Misty holds the following Finra licenses: 6 and 2-14.
Misty is originally from Wisconsin and moved to West Palm Beach in 1990. She has one daughter who is an avid horse rider and attends college. Now that she has embraced the salt life, when she is not hard at work she loves spending as much time as she can enjoying her new hobby, kayaking. When she is not in the water she enjoys traveling and spending time with her boyfriend and their combined family & friends.